Senior Banking Relationship Manager, Wealth & Credit

001 The Northern Trust Company; Newport Beach (CA); Sur place; USD 78 000 - 128 000; Plein temps

Avantages offerts par ce poste

401k/pension

Health benefits

Paid time off

Parental leave

Life & disability insurance

Bonus program

Well-being benefits

Résumé du poste

Northern Trust Corp is seeking an experienced client servicing professional in Newport Beach, CA to manage complex client inquiries and coordinate with internal partners on banking solutions for Wealth Management clients.

The role is in-office, requiring onsite presence Monday through Friday, with a focus on delivering high-quality service, accurate credit documentation, and proactive client communication.

Qualifications

• Strong knowledge of banking products and services.
• Excellent analytical, problem-solving, and organizational skills.
• Ability to manage complex client relationships and coordinate across multiple internal partners.
• Strong communication skills, with the ability to convey complex information clearly to clients and colleagues.

Responsabilités

• Serve as the primary point of contact for complex client and partner inquiries related to banking products and services.
• Support the design and implementation of customized banking solutions, including treasury management, for WM clients.
• Assist bankers with internal account administration, business development initiatives, and client presentations; support due diligence.
• Act as liaison with the National Credit Center throughout the underwriting lifecycle.
• Coordinate with CSST to execute daily client transaction activities and resolve inquiries.

Connaissances

Banking products knowledge

Client servicing expertise

Analytical abilities

Strong communication skills

Description du poste

Northern Trust Corp is seeking an experienced client servicing professional in Newport Beach, CA to manage complex client inquiries and coordinate with internal partners on banking solutions for Wealth Management clients.

The role is in-office, requiring onsite presence Monday through Friday, with a focus on delivering high-quality service, accurate credit documentation, and proactive client communication.