Sr Account Manager, Banking

Northern Trust • Phoenix, AZ

3d

About The Position

Northern Trust is hiring a Senior Account Manager, Banking to support complex wealth management client relationships and banking services. The role serves as an initial contact for complex inquiries, helps develop and implement banking and treasury management solutions, and supports bankers with account administration, business development, client presentations, and credit-opportunity due diligence. It liaises with the National Credit Center during credit underwriting and coordinates with the CSST team on client transactions, deposit processing, documentation, account information, and service events. The role also supports relationship servicing teams, develops client-specific service plans, communicates with clients and internal and external partners, identifies process improvements, and maintains working knowledge of loan agreements and financial documentation needed 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 concerning 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 internal account administration, business development, client presentations, and due diligence for credit opportunities, including gathering financial statements, conducting industry research and basic feasibility analysis, and collecting other credit information required to assess loans.
• Liaise with the National Credit Center at the start 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; obtain documentation for credit underwriting, monitoring, and file maintenance; ensure system information is current; and execute client servicing events.
• Coordinate with the CSST team on deposit transaction processing, including account opening, exception clearing, and overdrafts.
• Oversee the development of client servicing action plans and coordinate with cross-disciplinary team members to ensure execution and follow-up.
• Serve as a resource for the relationship servicing team on highly complex wealth management relationships.
• Understand the needs underlying client service requests and communicate them to service partners; obtain information from partners and clients to facilitate resolution of service challenges.
• 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 needed to monitor client relationships.

Benefits

• Flexible and collaborative work culture.
• Movement within the organization is encouraged.
• Access to senior leaders.
• Inclusive workplace and community assistance.

What This Job Offers

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