Sr Account Manager, Banking
$67.5k - $111.5kNorthern Trust
Sr Account Manager, BankingUnder general supervision, this role is responsible for coordinating account administration for Banking clients. The position supports client servicing activities, responds to inquiries, produces reports, and oversees transaction processing.The role also partners with Banking Advisors to support business development efforts, including client presentations and coordination with internal servicing teams. Responsibilities include resolving operational issues and ensuring a high-quality client experience.Key ResponsibilitiesServe as the primary point of contact for complex client and partner inquiries related to banking products and servicesSupport the development and implementation of tailored banking solutions, including treasury management, for new and existing Wealth Management clientsAssist Banking Advisors with account administration, business development initiatives, and client presentationsConduct initial due diligence for credit opportunities, including:Gathering financial statementsPerforming basic industry research and feasibility analysisCompiling required credit documentationAct as liaison with the National Credit Center throughout the credit underwriting processCoordinate with the Client Service Support Team (CSST) to execute daily transaction activity, including:Payments, fees, and borrowing transactionsInquiry resolution and servicing requestsCredit documentation and file maintenanceSupport deposit-related activities such as account openings, exception processing, and overdraft handlingEnsure client account information is accurate and up to date across systemsDevelop and execute action plans to support client servicing needs, ensuring timely follow-up and resolutionServe as a resource for relationship servicing teams on complex client relationshipsCommunicate proactively with clients regarding account status, documentation needs, and servicing updatesBuild a strong understanding of client needs and effectively coordinate with internal partners to deliver solutionsIdentify opportunities to improve service delivery, efficiency, and operational processesMaintain working knowledge of loan agreements, financial statements, and related documentationQualifications5+ years of experience in financial services, client servicing, or accounting-related rolesStrong knowledge of banking products and servicesUnderstanding of internal banking functions and credit processesDemonstrated analytical, problem-solving, and organizational skillsAbility to manage multiple priorities and work both independently and collaborativelyStrong communication skills with the ability to interact effectively with clients and internal partnersIn Office This is an office-based role that requires onsite presence to effectively perform job responsibilities.Salary Range:$67,500 - 111,500 USDSalary 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.Work 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 View email address on click.appcast.io, or alternatively you can discuss your individual requirements with the recruiter you are working with.
$100.1k - $185.9k
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