Sr Account Manager, Banking

Northern Trust Corp; Phoenix (AZ); On-site; USD 70,000 - 100,000; Full time

Job summary

Northern Trust Corp is seeking a qualified professional to act as the initial contact for complex client inquiries and to assist with banking solutions and treasury management for wealth management clients.

The role requires 5+ years of financial servicing experience with strong analytical, client-servicing and organizational skills, and collaboration with internal teams to ensure accurate processing and timely client communications.

Qualifications

• Minimum 5 years’ experience in financial servicing or accounting with client servicing.

Responsibilities

• Serve as the initial contact for complex client inquiries for banking products and services.
• Assist with creating and implementing complex banking solutions (including treasury management) for WM clients.
• Coordinate with CSST on daily client transaction activity and processing including fees, payments and borrowing; ensure documentation is up-to-date.
• Support loan underwriting by gathering financial statements and credit information and facilitating credit file maintenance.
• Communicate with clients regarding account setup, status, and requests, delivering timely servicing responses.

Skills

Banking product knowledge

Analytical skills

Client servicing

Job description

About Northern TrustAs 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.The key responsibilities of the role include: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 WM clientsAssists 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 CSST 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 partnersCoordinates with the CSST 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-upActs as resource for the relationship servicing team for highly complex WM relationships.Develops clear understanding of clients need behind service requests and communicates to service partners. Obtains appropriate information from partners and clients to facilitate service challengesIdentifies 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 informationDevelops and maintains working knowledge of loan agreements, financial statements and other documentation required to monitor client relationshipsThe successful candidate will benefit from having:Knowledge of banking products and services is required.Knowledge of internal banking functions.Analytical, problem solving and organizational skills required5+ years’ experience, or equivalent, in financial servicing/accounting fields with client servicing backgroundWork AuthorizationApplicants 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 UsAs 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.Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.Reasonable AccommodationNorthern 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.