Sr Account Manager, Banking

About the Role

Northern Trust is a global leader in innovative wealth management, asset servicing, asset management and banking services. As a partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability.

Responsibilities

• Acts as initial contact for complex client or partner inquiries for banking products and services.
• Assists with creating and implementing complex banking solutions (including treasury management) for new and existing WM clients.
• Assists bankers with internal administration of accounts, business development and client presentations including due diligence at the onset of a credit opportunity.
• Acts as liaison with National Credit Center at inception and throughout Credit underwriting process.
• Coordinates with CSST to execute daily client transaction activity and transaction processing including fees, payments and borrowing.
• Handles inquiry resolution; obtains appropriate documentation necessary for credit underwriting, monitoring and credit file maintenance.
• Requests and ensures systems information is up-to-date; execution of client servicing events, communicating with clients and other internal and external partners.
• Coordinates with the CSST team on deposit related transaction processing including account opening, exception clearing, overdrafts, etc.
• Oversees development of appropriate action plans for client servicing and coordinates with other team members across disciplines to ensure execution and follow-up.
• Acts as resource for the relationship servicing team for highly complex WM relationships.
• Develops clear understanding of clients need behind service requests and communicates to service partners.
• Obtains appropriate information from partners and clients to facilitate service changes.
• Identifies service efficiency enhancements, process improvements, and service delivery.
• Communicates with clients regularly to inform them of account set-up or status, past due loans, document requests or other information.
• Develops and maintains working knowledge of loan agreements, financial statements and other documentation required to monitor client relationships.

Requirements

• Knowledge of banking products and services is required.
• Knowledge of internal banking functions.
• Analytical, problem solving and organizational skills required.
• 5+ years’ experience, or equivalent, in financial servicing/accounting fields with client servicing background.

Work Authorization

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity.

Working with Us

As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.

Reasonable Accommodation

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com, or alternatively you can discuss your individual requirements with the recruiter you are working with.