Sr Account Manager, Banking

Northern Trust • Phoenix, AZ

1d

About The Position

The Senior Account Manager, Banking serves as an initial point of contact for complex inquiries about banking products and services and supports the creation and implementation of banking solutions, including treasury management, for new and existing wealth management clients. The role supports bankers with account administration, business development, client presentations, and initial due diligence for credit opportunities. It also coordinates with internal teams and clients throughout credit underwriting, account servicing, and transaction processing.

The position oversees client service action plans, helps resolve service challenges, identifies process and service-delivery improvements, and acts as a resource for the relationship servicing team on highly complex wealth management relationships. The role requires a working knowledge of loan agreements, financial statements, and documentation used to monitor client relationships.

Requirements

• Knowledge of banking products and services.
• Knowledge of internal banking functions.
• Analytical, problem-solving, and organizational skills.
• At least 5 years of experience, or equivalent, in financial servicing or accounting fields, with a client-servicing background.
• Must be authorized to work in the United States without current or future employment-based visa sponsorship.

Responsibilities

• Act as the initial contact for complex client or partner inquiries about banking products and services.
• Assist with creating and implementing complex banking solutions, including treasury management, for new and existing wealth management clients.
• Assist bankers with account administration, business development, client presentations, and due diligence at the start of credit opportunities.
• Gather financial statements, industry research, basic feasibility analysis, and other credit information needed to assess loans.
• Act as liaison with the National Credit Center at the inception of and throughout the credit underwriting process.
• Coordinate with CSST to execute daily client transaction activity and processing, including fees, payments, and borrowing.
• Resolve inquiries and obtain documentation needed for credit underwriting, monitoring, and credit file maintenance.
• Request and ensure system information is up to date, execute client servicing events, and communicate with clients and internal and external partners.
• Coordinate with the CSST team on deposit-related transaction processing, including account opening, exception clearing, and overdrafts.
• Oversee development of client servicing action plans and coordinate with team members across disciplines to ensure execution and follow-up.
• Act as a resource for the relationship servicing team for highly complex wealth management relationships.
• Understand the needs behind client service requests and communicate them to service partners; obtain information from partners and clients to facilitate service resolution.
• Identify service-efficiency enhancements, process improvements, and opportunities to improve service delivery.
• Communicate regularly with clients about account setup or status, past-due loans, document requests, and other information.
• Develop and maintain working knowledge of loan agreements, financial statements, and other documentation required to monitor client relationships.

Benefits

• Flexible and collaborative work culture.
• Movement within the organization is encouraged.
• Senior leaders are accessible.
• Inclusive workplace.
• Opportunity to assist the communities the company serves.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed