Northern Trust

Sr Account Manager, Banking

Northern Trust • $90K — $120K *
Scottsdale, AZ 85254In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • 5+ years of experience in financial servicing/accounting fields with a client servicing background.
  • Knowledge of banking products and services is essential.
  • Familiarity with internal banking functions is required.
  • Strong analytical and problem-solving skills are critical.
  • Excellent organizational abilities are necessary.

Responsibilities

  • Serve as the first point of contact for complex client inquiries related to banking products.
  • Help in creating and executing complex banking solutions for wealth management clients.
  • Assist in account administration, business development, and client presentations for credit opportunities.
  • Coordinate daily client transactions and resolve inquiries efficiently.
  • Work with the CSST team on deposit-related processing tasks, including account openings.
  • Oversee client servicing action plans, collaborating with various team members.
  • Gather and communicate client needs to service partners for effective service delivery.

Benefits

  • Comprehensive professional development opportunities.
  • Access to a network of experienced banking professionals.
  • Engagement in a diverse and inclusive work environment.
  • Opportunities to enhance skills in complex banking solutions.
Full Job Description

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 clients
  • Assists 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 partners
  • Coordinates 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-up
  • Acts 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 changes
  • Identifies 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 information
  • Develops and maintains working knowledge of loan agreements, financial statements and other documentation required to monitor client relationships

The succesfful candidate will benefit from having:

  • Knowledge of banking products and services is required. Knowledge of internal banking functions. Analytical, problem solving and organizational skills required
  • Experience :5+ years9 experience, or equivalent, in financial servicing/accounting fields with client servicing background

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).


About Northern Trust

Northern Trust is a global leader in delivering innovative investment management, asset and fund administration, and fiduciary and banking solutions to corporations, institutions, and affluent individuals. They have evolved with the changing needs of their clients and their world.

Northern Trust Careers

Joining Northern Trust means becoming part of a global financial services institution that is dedicated to providing expert guidance and innovative solutions to its clients. At Northern Trust, we pride ourselves on fostering a culture of leadership, diversity, and innovation, which makes us a premier destination for career growth in the financial industry.

Work You’ll Do

At Northern Trust, you will collaborate with some of the most talented professionals in the financial sector. Our team is committed to excellence and equipped with a diverse range of skills that contribute to our dynamic environment. Here, you will have the opportunity to lead projects that transform our services and drive significant value for our clients across the globe.

Explore Job Opportunities and Internships

Whether you are starting your career or looking to make a significant impact in the financial industry, Northern Trust offers a variety of job opportunities and internships that will help you achieve your professional goals. From entry-level positions to leadership roles, our company is actively hiring individuals who are passionate, curious, and driven to excel.

Innovative Work

Northern Trust is at the forefront of financial innovation. Our employees are encouraged to think creatively and leverage cutting-edge technologies to solve complex problems. By joining our team, you will work on pioneering solutions that redefine the standards of financial services.

Be Part of a Great Team

Our team at Northern Trust is more than just a group of employees – we are a community. We value collaboration, and our culture is built on mutual respect and a commitment to diversity and inclusion. Working with us, you will experience a supportive network that is passionate about sharing knowledge and ideas.

Future-Proof Your Career

Northern Trust is dedicated to your professional development. We offer comprehensive benefits, diversity training, and numerous resources to help you grow your career. With our support, you can expand your skills, gain valuable experience, and achieve professional certifications that will enhance your career trajectory.

Stay Connected

Join Our Team

Discover the perfect role for you at Northern Trust by exploring our current job openings that match your skills and interests. We are looking for professionals who are solution-driven and eager to contribute to our legacy of financial excellence.

Keep Up to Date

Stay informed with the latest career tips, industry insights, and professional growth opportunities—all available through our careers blog. At Northern Trust, we ensure that our team members are always ahead in the industry.

Job Alert Emails

Customize your experience by subscribing to job alerts and insider tips tailored to your preferences. At Northern Trust, exciting and rewarding opportunities are always on the horizon, and we are eager to see where your talents can take us. Join Northern Trust today and be part of a company that values innovation, leadership, and a diverse and inclusive workplace. Here, every position is a chance to contribute to something bigger and to turn your job into a meaningful career.
Learn more about Northern Trust
Size
21,100 employees
Market Cap
$18.1 billion
Industry
Finance & Insurance
Net Income
$1.2 billion
Founded
1889
5 Year Trend
+4.9%
Revenue
$6.1 billion
NASDAQ
NTRS
* Ladders Estimates

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