Senior Banking Account Manager – Client Solutions

Northern Trust; Denver (CO); On-site; USD 68,000 - 112,000; Full time

Benefits offered by this job

Retirement benefits (401k and pension)

Health and welfare benefits (medical,…

Discretionary bonus program

Job summary

Northern Trust is seeking a Sr Account Manager, Banking in Denver to coordinate account administration for Banking clients and support servicing activities. You will produce reports, respond to inquiries, and oversee transaction processing in collaboration with Banking Advisors.

The role emphasizes tailoring banking solutions, due diligence for credit opportunities, and coordinating with internal teams to ensure a high-quality client experience. Office-based role with comprehensive benefits.

Qualifications

• 5+ years of experience in financial services, client servicing, or accounting-related roles.
• Strong knowledge of banking products and services.
• Understanding of internal banking functions and credit processes.
• Demonstrated analytical, problem-solving, and organizational skills.
• Ability to manage multiple priorities and work both independently and collaboratively.
• Strong communication skills with the ability to interact effectively with clients and internal partners.

Responsibilities

• Serve as the primary point of contact for complex client and partner inquiries related to banking products and services.
• Support the development and implementation of tailored banking solutions, including treasury management, for Wealth Management clients.
• Assist Banking Advisors with account administration, business development initiatives, and client presentations.
• Conduct initial due diligence for credit opportunities, including: Gathering financial statements; Performing basic industry research and feasibility analysis; Compiling required credit documentation.
• Act as liaison with the National Credit Center throughout the credit underwriting process.
• Coordinate with the Client Service Support Team (CSST) to execute daily transaction activity, including: Payments, fees, and borrowing transactions; Inquiry resolution and servicing requests; Credit documentation and file maintenance.
• Support deposit-related activities such as account openings, exception processing, and overdraft handling.
• Ensure client account information is accurate and up to date across systems.
• Develop and execute action plans to support client servicing needs, ensuring timely follow-up and resolution.
• Serve as a resource for relationship servicing teams on complex client relationships.
• Communicate proactively with clients regarding account status, documentation needs, and servicing updates.
• Build a strong understanding of client needs and effectively coordinate with internal partners to deliver solutions.
• Identify opportunities to improve service delivery, efficiency, and operational processes.
• Maintain working knowledge of loan agreements, financial statements, and related documentation.

Skills

Client servicing

Banking products

Analytical skills

Organizational skills

Communication skills

Multitasking

Job description

Northern Trust is seeking a Sr Account Manager, Banking in Denver to coordinate account administration for Banking clients and support servicing activities. You will produce reports, respond to inquiries, and oversee transaction processing in collaboration with Banking Advisors.

The role emphasizes tailoring banking solutions, due diligence for credit opportunities, and coordinating with internal teams to ensure a high-quality client experience. Office-based role with comprehensive benefits.