Account Manager, Banking

Job Overview

Under direct supervision, responsible for coordinating account administration for banking clients, responding to client inquiries, producing reports, overseeing transaction processing, and assisting private bankers in business development.

This is an office‑based position requiring onsite performance.

• Coordinate with operations servicing team to execute daily client transaction activity and transaction processing, including fees, payments and borrowing; handle inquiry resolution; obtain appropriate documentation necessary for credit underwriting, monitoring and credit file maintenance; request and ensure systems information is up to date; execute client servicing events, communicating with clients and other internal and external partners.
• Coordinate with the operations servicing team on deposit‑related transaction processing including account opening, exception clearing and overdrafts.
• Oversee development of appropriate action plans for client servicing and coordinate with other team members across disciplines to ensure execution and follow‑up.
• Document services provided, specialized procedures and ongoing written communications with clients as appropriate in managing daily activity.
• Develop a clear understanding of client needs behind service requests and communicate to service partners; obtain appropriate information from partners and clients to facilitate service changes or transactions.
• Assist private bankers with internal administration of accounts, business development and client presentations for banking.
• Identify service‑efficiency enhancements, process improvements and service delivery using creative and proactive measures.
• Communicate with clients regularly to inform them of account set‑up or status, past‑due loans, document requests or other information.
• Develop and maintain working knowledge of loan agreements, financial statements and other documentation required to monitor client relationships.
• Be well‑versed in the compliance requirements for new accounts and relationships; prepare compliance certificates, monitor loan document deficiencies and review compliance reports for adherence to policy and procedures.
• Review loan documents, submit loan requests for evaluation, attend loan closings to help review documentation with clients and follow up on missing documentation.
• Develop and maintain a working knowledge of various business applications critical to relationship management including client on‑line tools.
• Participate in inter‑discipline training within the office/region; act as a technical resource or expert for other account managers on process or procedures for delivery of service.
• Coordinate commercial/custom approval process by submitting requests for underwriting and loan documentation.
• Coordinate due diligence on loans such as obtaining money‑market rates, ordering appraisals and other items necessary for loan booking.
• Proactively engage in the renewal process by reviewing reports of maturing credits and coordinating receipt of required information from clients for renewal.
• Identify and resolve problems within established guidelines; refer more complex problems to supervisors or experts.
• Work effectively as a team member while also functioning independently.

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

$53,010 – 84,930 USD

• Retirement benefits (401(k) and pension)
• Health and welfare benefits (medical, dental, vision, spending accounts and disability)
• Paid time off
• Parental and caregiver leave
• Life & accident insurance
• Other voluntary and well‑being benefits
• Discretionary bonus program that may include an equity component

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