Rep, CS Banking Ops
Core
Handle inbound and outbound calls to resolve client/partner inquiries regarding banking transactions and account updates.
Role type
Customer Support Representative (Banking Operations)
Builds
Transactional resolutions and client communication for Northern Trust's wealth management and banking services.
Domain
Banking / Wealth Management
Deliverable
client delivery
Required skills
phone communication, active listening, CRM database management, transactional processing (ACH, wires, stop payments), upselling, multitasking, time management, computer literacy
Preferred skills
college degree, call center experience, banking terminology knowledge, familiarity with CRM systems
Responsibilities
Manage large volumes of inbound/outbound calls, resolve inquiries same-day or via follow-up email, log detailed issue descriptions in CRM, process functional transactions accurately, identify upsell opportunities, attend educational seminars to maintain knowledge level.
Seniority
Individual Contributor, entry to mid-level