Account Manager, Banking

About Northern Trust

Northern Trust is a global leader in innovative wealth management, asset servicing, asset management, and banking services. Founded in 1889, the company is known for its Principles That Endure: Service, Expertise, and Integrity. These principles guide the behavior of Northern Trust's partners, who are dedicated to providing exceptional service to clients worldwide.

Account Manager, Banking

The Account Manager supports the Banking Practice within Wealth Management and plays a crucial role in enhancing existing client relationships and supporting new relationships. Key responsibilities include:

• Coordinating the creation and review of legal documents for loan transactions.
• Overseeing the development of action plans for client servicing and coordinating with other team members.
• Acting as a resource for the relationship servicing team for highly complex WM relationships.
• Developing clear understanding of clients' needs and communicating these to service partners.
• Obtaining necessary information from partners and clients to facilitate service changes.
• Identifying service efficiency enhancements, process improvements, and service delivery.
• Communicating with clients regularly to inform them of account set-up or status, overdrafts, document requests, or other information.
• Developing and maintaining a working knowledge of loan types, services, financial statements, and documentation required to monitor client relationships.