Sr. Account Manager, Banking

001 The Northern Trust Company; Newport Beach (CA); On-site; USD 78,000 - 128,000; Full time

Benefits offered by this job

401k/pension

Health benefits

Paid time off

Parental leave

Life & disability insurance

Bonus program

Well-being benefits

Job summary

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.

Responsibilities

• 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.

Skills

Banking products knowledge

Client servicing expertise

Analytical abilities

Strong communication skills

Job description

About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions. Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide. With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Responsibilities

• 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 new and existing Wealth Management (WM) clients.
• Assist bankers with internal account administration, business development initiatives, and client presentations. This includes supporting due diligence at the onset of credit opportunities by gathering financial statements, conducting industry research, performing basic feasibility analyses, and compiling required credit documentation.
• Act as a liaison with the National Credit Center throughout the credit underwriting lifecycle, from inception through approval and ongoing monitoring.
• Coordinate with Client Service Support Teams (CSST) to execute daily client transaction activities, including payments, fees, and borrowing transactions. Resolve client inquiries, obtain required documentation for credit underwriting and monitoring, and ensure credit files and systems data are accurate and up to date.
• Partner with CSST on deposit-related transaction processing, including account openings, exception resolution, overdrafts, and related servicing activities.
• Develop and oversee action plans to address client servicing needs, coordinating with cross‑functional partners to ensure timely execution and follow‑up.
• Serve as a subject matter resource to the relationship servicing team for highly complex Wealth Management relationships.
• Build a strong understanding of the underlying client needs behind service requests and communicate those needs effectively to internal service partners. Gather and relay information required to facilitate service changes.
• Identify opportunities to enhance service efficiency, improve processes, and optimize service delivery.
• Communicate proactively with clients regarding account setup and status updates, past‑due loans, documentation requests, and other servicing matters.
• Develop and maintain a working knowledge of loan agreements, financial statements, and other documentation required to effectively monitor client relationships.

Knowledge and Skills

• Strong knowledge of banking products and services, with an understanding of internal banking functions.
• 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.

Experience

• Minimum of 5+ years of experience, or equivalent, in financial services, accounting, or related fields.
• Prior experience in a client servicing or relationship support role is required.

Work Environment

This is an in-office position. This person is expected to work onsite Monday-Friday to support effective collaboration, teamwork, and client service delivery.

660 Newport Center Drive, Ste. 1100, Newport Beach Salary Range: $77,625 - 128,225 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.

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 (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

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 [e-mail], or alternatively you can discuss your individual requirements with the recruiter you are working with.

Looking for greater? You found it.

Terms and Conditions Candidate Privacy Notice California Applicant Privacy Notice Pay Transparency Nondiscrimination Provision (U.S) Transparency in Coverage Disclosure - North America

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1-800-807-0302 (North America), [phone] (Asia Pacific), 1800-425-0333 (India), [phone] (Europe, Middle East and Africa) and let us know the nature of your request and your contact information.

APAC/INDIA EEO STATEMENT

It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

Canada EEO STATEMENT

Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law, regulation, or ordinance.

EMEA EEO STATEMENT

It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

USA EEO STATEMENT

It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status. EEO Know Your Rights (U.S.)

EEO Know Your Rights (U.S.)