Northern Trust

Financial Services

SrAccountManager,Banking

$68–112k Denver, Colorado, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Senior candidates.

The Brief

“Sr Account Manager, Banking at Northern Trust. Skills: Account administration, Client servicing, Business development. Serve as primary point of contact. Respond to client and partner inquiries”

Industry & Context.

Financial Services
Problems you'll solve

Problem-solving; Analytical

What They're Looking For.

Must Have

5+ years of experience in financial services, knowledge of banking products and services, Understanding of internal banking functions, Understanding of credit processes, Demonstrated analytical skills, Demonstrated problem-solving skills, Demonstrated organizational skills, Ability to manage multiple priorities, Ability to work independently, Ability to work collaboratively, communication skills

What You'll Do.

Serve as primary point of contact

Respond to client and partner inquiries

Support development of banking solutions

Support implementation of banking solutions

Assist with account administration

Assist with business development initiatives

Assist with client presentations

Conduct initial due diligence

Gather financial statements

Perform industry research

Perform feasibility analysis

Compile credit documentation

Act as liaison with National Credit Center

Coordinate with Client Service Support Team

Execute daily transaction activity

Resolve inquiry requests

Handle servicing requests

Maintain credit documentation

Maintain file documentation

Support deposit-related activities

Handle account openings

Handle exception processing

Handle overdraft handling

Ensure client account information is accurate

Ensure client account information is up to date

Support client servicing needs

Ensure timely follow-up

Ensure timely resolution

Serve as resource for relationship servicing teams

Communicate proactively with clients

Build understanding of client needs

Coordinate with internal partners

Identify opportunities to improve service delivery

Identify opportunities to improve efficiency

Identify opportunities to improve operational processes

Maintain working knowledge of loan agreements

Maintain working knowledge of financial statements

Maintain working knowledge of related documentation

How You'll Work.

Team & Collaboration

Partner with Banking Advisors; Coordinate with internal partners; Coordinate with Client Service Support Team; Work with relationship servicing teams

Communication Scope

Client interaction; Partner interaction

Full Job Description

**_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** Under 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 Responsibilities** * Serve as the primary point of contact for complex client and partner inquiries related to banking products and services * Support the development and implementation of tailored banking solutions, including treasury management, for new and existing Wealth Management clients * Assist Banking Advisors with account administration, business development initiatives, and client presentations * Conduct initial due diligence for credit opportunities, including: * Gathering financial statements * Performing basic industry research and feasibility analysis * Compiling required credit documentation * Act as liaison with the National Credit Center throughout the credit underwriting process * Coordinate with the Client Service Support Team (CSST) to execute daily transaction activity, including: * Payments, fees, and borrowing transactions * Inquiry r

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