Associate CS Treasury Management

Northern Trust•Tempe, AZ

About The Position

The Associate CS Treasury Management serves as an initial contact for complex client and partner inquiries about bank products and services. The role investigates issues by gathering and analyzing information, resolving complex problems with little or no precedent, or referring inquiries to the appropriate teams. It communicates action plans and progress updates, documents client calls, and reviews inquiry reports for trends and opportunities to improve service and processing. The position recommends improvements to client account setup and team processes, and suggests product or service enhancements based on inquiries. It also initiates client communications to add value through cross-selling and to address potential processing issues or service interruptions. The associate may participate in client meetings and conference calls, stays informed about bank products and services, and provides leadership for escalations, projects, and training. Northern Trust describes a flexible and collaborative work culture and offers a comprehensive benefits package, including retirement, health and welfare, paid time off, leave, insurance, and well-being benefits. Applicants must be authorized to work in the United States without employment-based visa sponsorship.

Requirements

Five or more years of client servicing experience and 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 competing priorities and workflow.
Communication skills to interact effectively with partners and clients.
Negotiation skills to recommend enhancements and cross-sell products and services.
Authorization to work in the United States without current or future employment-based visa sponsorship.

Responsibilities

Act as the initial contact for complex client or partner inquiries about bank products and services.
Gather and analyze data to resolve complex inquiries or refer them to the appropriate area.
Communicate action plans, timelines, and updates to clients and partners during issue resolution.
Document client calls and prepare reports.
Analyze inquiry reports to identify potential problems, trends, and opportunities for improvement.
Recommend changes to processing, client account setup, and team workflows to improve efficiency.
Recommend product or service enhancements based on received inquiries.
Initiate client communications to cross-sell products and services and to communicate potential 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.