Sr. Account Manager, Banking

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 Wealth Management clients.
• Assists bankers with internal administration of accounts, business development and client presentations including due diligence at the onset of a credit opportunity which includes gathering financial statements, industry research, basic feasibility analysis and other credit information required to assess loan. Acts as liaison with National Credit Center at inception and throughout Credit underwriting process.
• Coordinates with Operations 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 Operations 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 Wealth Management relationships.
• Develops clear understanding of clients' needs 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.

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

Salary Range: $67, USD.

Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.

As a Northern Trust partner, you will be part of a flexible and collaborative work culture in an organization where financial strength and stability supports exploration of 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. We’d love to learn how your interests and experience could fit with one of the world’s most admired and sustainable companies.

Build your career with us and apply today. #Made For Greater

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 value an inclusive workplace and understand flexibility means different things to different people. Apply today and discuss your flexible working requirements.