at Northern Trust Company in Chicago, Illinois, United States
Job Description
About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
This is an office-based position and for the effective performance of this role, the duties and responsibilities must be carried out onsite.
The Team Leader will be responsible for the oversight of a Lobby banking team responsible for delivering exceptional client service experience while servicing clients with a full range of banking products and services.
Key responsibilities include:
Providing back up support in the Manager's absence as well as providing input into the performance management process, assisting with hiring and disciplinary action, and providing hands-on training to staff.
Overseeing the execution and/or submission of various administrative and operational activities related to clients, banking products and services.
Interacting with clients in person, via telephone and email, responding to inquiries and providing information as requested.
Additional duties include but are not limited to:
Establishing and/or submitting requests for opening, maintaining and servicing client accounts, executing money movement, preparing and producing client materials and reports, resolving client inquiries, as well as maintaining complete and accurate recordkeeping.
Provide maintenance and holistic advice on assigned relationships by cross selling and identifying client needs.
Of critical importance is the enforcement and adherence to the required banking guidelines, procedures and policies involved with requested activities.
The Team Leader is expected to serve as a mentor to their team and to strive to help evolve the processes, procedures and operating environment of their overall Wealth Management office.
Major Duties:
1. Working with the manager, organizes the work for the team, sets short-term priorities, monitors all activity, and ensures timely and accurate completion of the work.
2. Provides input in the performance management process, hiring and disciplinary actions, and provides hands-on training to staff.
3. Services clients on a full range of banking services (i.e., opens and closes accounts, resolves inquiries and problems, teller transactions and changes account types). Oversees the execution and/or submission of daily client account servicing activities within appropriate time frames, including but not limited to funds transfers, opening and closing accounts, account maintenance, imaging of documents, and researching of client issues.
4. Maintains maintenance and growth of assigned portfolios by cultivating and developing relationships for more complex credit and investment needs of clients. Understands the business model and all products and services and engages appropriate business unit subject matter experts to explore potential opportunities with the client. Provides...
Equal Opportunity Employer - minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity
