Sr Account Manager, Banking

Northern Trust • San Diego, CA

1d • Onsite

About The Position

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. Sr Account Manager, Banking 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. 4747 Executive Dr San Diego, CA 92121 #LI-LG1 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. Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected]. We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater. Looking for greater? You found it. A global financial leader with more than 22,000 employees in 23 locations worldwide, Northern Trust empowers our employees to achieve more than just business goals. Our focus on work-life balance, career mobility and unique opportunities are just a few of the reasons we’ve been named one of the world’s most admired companies. 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.)

Requirements

• 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.
• 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.

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.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees