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
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 maintenance and holistic advice on assigned relationships by cross selling and identifying client needs.
5. Proactively communicates and escalates issues with manager, relationship management and National Client Support Services Team Leaders as appropriate to obtain necessary information to properly resolve the request.
6. Demonstrates expertise and provides direction to banking partners in all of the day-to-day operations of a banking office. Monitors and verifies account setup, maintenance and service for accuracy and completeness. Periodically reviews work for accuracy, ensuring that performance adheres to current standards, policies and procedures. Communicates timely to management errors uncovered or processes in need of improvement.
7. Maintains a strong knowledge of the various business applications critical to client and account servicing, including on-line tools, and seeks to expand knowledge of the latest enhancements to Northern Trust partner and client technology and/or systems in order to maintain highest standards of servicing.
8. At the direction of the manager, monitors and completes daily, monthly, quarterly and annual audits as well as operational activities and reports, such as Aged Overdrafts, Check Referrals, Audit Checklists, Documentation Deficiencies, Office Differences, Limit Violations, etc.
9. Functions as liaison for external vendors on servicing issues. Liaison for security issues as well as working with external vendors related to office issues (Red Hawk, Diebold, JLL, etc.). May also be required to assist vendors and/or consultants with system related issues (Encore, Insight, etc.)
10. Keeps abreast of laws and regulations that affect compliance issues and personal banking products and services. Fully understands and enforces adherence to all policies, procedures and compliance guidelines to ensure mitigation of risk and promptly escalates any issues and/or concerns to management.
11. Assumes selective administrative assignments participates and directs project-oriented tasks, as directed by unit manager.
12. Able to serve as a key subject matter expert and mentor to other more junior level employees.
The successful candidate will benefit from having
Knowledge of banking operations, products and services, acquired through related work experience is preferred
Knowledge of federal regulations and banking guidelines, usually acquired through related work experience or formal training
Strong analytical, problem solving, and organizational skills are required to identify, research and/or resolve requests, as well as to manage conflicting priorities and workflow
Ability to think critically and work well independently and as part of a team
Strong verbal and written communication skills
Leadership and organizational skills are needed to prioritize assignments and provide feedback to staff and management
3 years of related experience
Working with Us
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at
We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.