Summary
Overview
Work History
Education
Accomplishments
Timeline
Generic

Edward Svaldi

Morton Grove,IL

Summary

Highly motivated, enthusiastic professional with fifteen years of client servicing experience. I have been employed at The Northern Trust Company since September 2010, and I am currently working as an trust account manager within wealth management. My experiences at Northern Trust has made me proficient in communicating with clients, internal partners, and management. I am someone who is seen by colleagues and clients alike as a results-oriented individual and exceeding client expectations.

Overview

15
15
years of professional experience

Work History

Trust Account Manager

Northern Trust
04.2020 - Current
  • Facilitated money movement transactions, gifting requests, new account openings and full/partial distributions of accounts
  • Completed research requests for various reasons including, but not limited to, past transactions, tax documents, and legal documents
  • Built and strengthen relationships with clients in my relationship manager's portfolio through daily interactions with phone calls or emails
  • Served clients with knowledgeable, friendly support gained through experience
  • Assisted and provided support with my relationship manager during client meetings
  • Proficient in several programs such as: Trust Servicing, Digital Service Management (DSM), EDM Serach, Institutional Investor Passport, iCaptial, and Ernst and Young (EY)
  • Compile reports using both Microsoft Excel and Word

Client Service Representative, Client service support team

Northern Trust
09.2014 - 03.2020
  • Process and authenticate all money movement activities which include: wires, ACH transfers, loan payments, and cashier’s checks. I perform all the transactions for a specific client relationship at their request. These are mostly performed through Web Cash Movement while using IBS Insight, eRM, Trust Servicing, and vSpace to assist me in gathering relevant data to complete requests.
  • Open banking accounts which involve reading operating agreements, understanding what type of account to open, getting it done in a timely and correct manner. This includes preparing Prepare all documents for account openings, which include resolutions, trust authorizations, signature cards, W-9’s.
  • Research client and partner requests usually through different eRM cases. This includes, but is not limited to, address changes, closing accounts, loan processing requests, client transaction research requests, and wire expects.
  • Work with the fiduciary, banking, trusts, and investment teams doing their money movement requests and any account preparations they may need. This includes new account documents, gifting and distributions from trust accounts, and wire transfers from trust accounts.
  • Prepare trust and banking account opening documents. This involves reviewing trust documents, corporate resolutions, and client direction to ensure the account documents are prepared correctly.

Universal banker

Northern Trust
11.2013 - 08.2014
  • Assist the bankers will general requests from walk-in clients. Assist them in scanning documents and making sure they were up to date in Northern Image and free of deficiencies.
  • Respond to client inquires via phone or walk in. This includes, but not limited to, past transactions, new account information, and helping them with banking questions.
  • Process client transactions, which would include loan payments, deposits/withdrawals, and issuing cashier’s checks.
  • Open and close banking accounts.
  • Prepare wire transfer documents for both domestic and international wires.

Teller / Senior Teller

Northern Trust
09.2010 - 11.2013
  • Process common banking transactions and daily balances.
  • Research and resolve all client banking inquires.
  • Assist in performing monthly audits and daily reconciliations of American Express products.

Customer Experience Manager

Michaels Company
02.2018 - 07.2024
  • Collaborated with customer service team members to give exceptional service throughout the entire shopping and purchasing experience.
  • Set up visually appealing promotional displays and organized in-store promotional events.
  • Offered direction and gave constructive feedback to motivate team members. (give some examples)
  • Manage the cashiers and floor associates for the closing shift.

Cashier / Retail Sales Associate

Michaels Company
11.2014 - 02.2018
  • Delivered excellent customer service by greeting and assisting each customer.
  • Operated the cash register with precise accuracy.
  • Listened to customer needs to provide accurate advice.
  • Unloaded trucks and stocked shelves.
  • Trained new sales employees on company policies.

Education

Master of Arts - Military History

Norwich University
Northfield, VT
06-2010

Bachelor of Arts - History And Political Science

Northeastern Illinois University
Chicago, IL
12-2007

Accomplishments

Completion of the trust school short course, trust school 1 and 2.

Member of Advancing Profession Resource Council, Northern Trust

Co-secretary for the trust acceptance committee - April 2024 to present

Timeline

Trust Account Manager

Northern Trust
04.2020 - Current

Customer Experience Manager

Michaels Company
02.2018 - 07.2024

Cashier / Retail Sales Associate

Michaels Company
11.2014 - 02.2018

Client Service Representative, Client service support team

Northern Trust
09.2014 - 03.2020

Universal banker

Northern Trust
11.2013 - 08.2014

Teller / Senior Teller

Northern Trust
09.2010 - 11.2013

Master of Arts - Military History

Norwich University

Bachelor of Arts - History And Political Science

Northeastern Illinois University

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Edward Svaldi