Associate CS Treasury Management

Northern Trust • Tempe, AZ

2d • $47,690 - $76,380

About The Position

The Associate CS Treasury Management acts as an initial contact for complex client and partner inquiries about bank products and services. The role gathers and analyzes information to resolve complex issues, refers inquiries to the appropriate area when needed, and communicates action plans and updates to clients and partners. It also documents client calls, reviews inquiry reports for trends and potential issues, and recommends process and service improvements. The position supports client relationships through product and service recommendations, cross-selling, client communications, and participation in meetings or conference calls. It also keeps current on bank products and services and provides leadership for escalations, projects, and training.

Requirements

• Five or more years of client servicing experience.
• Experience with related Treasury Management products.
• Knowledge of bank products, typically acquired through training programs or experience.
• Analytical, organizational, and sales skills to research and resolve inquiries and manage conflicting priorities and workflow.
• Communication skills to interact effectively with partners and clients.
• Negotiation skills to recommend enhancements and cross-sell products and services.

Responsibilities

• Act as the initial contact for complex client or partner inquiries about bank products and services.
• Gather and analyze data to resolve complex problems or refer inquiries to the appropriate area.
• Communicate action plans, timelines, and updates to partners and clients during issue resolution.
• Document and prepare reports regarding client calls.
• Analyze inquiry reports to identify potential problem situations, trends, and opportunities for improvement.
• Recommend changes to processing and improvements to existing processes, including client account set-up, and suggest ways to improve team efficiency.
• Recommend product or service enhancements based on inquiries received.
• Initiate client communications to add value to relationships, cross-sell products and services, and communicate possible processing issues or service interruptions.
• Participate in client meetings and conference calls as required.
• Keep abreast of new and existing bank products and services.
• Provide leadership within the department for escalations, projects, and training.

Benefits

• Retirement benefits, including 401(k) and pension.
• Health and welfare benefits, including medical, dental, vision, spending accounts, and disability coverage.
• Paid time off.
• Parental and caregiver leave.
• Life and accident insurance.
• Other voluntary and well-being benefits.
• Discretionary bonus program that may include an equity component.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed