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 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 resolution and servicing requests
• Credit documentation and file maintenance
• Support deposit-related activities such as account openings, exception processing, and overdraft handling
• Ensure client account information is accurate and up to date across systems
• Develop and execute action plans to support client servicing needs, ensuring timely follow-up and resolution
• Serve as a resource for relationship servicing teams on complex client relationships
• Communicate proactively with clients regarding account status, documentation needs, and servicing updates
• Build a strong understanding of client needs and effectively coordinate with internal partners to deliver solutions
• Identify opportunities to improve service delivery, efficiency, and operational processes
• Maintain working knowledge of loan agreements, financial statements, and related documentation

Requirements

• 5+ years of experience in financial services, client servicing, or accounting-related roles
• Strong knowledge of banking products and services
• Understanding of internal banking functions and credit processes
• Demonstrated analytical, problem-solving, and organizational skills
• Ability to manage multiple priorities and work both independently and collaboratively
• Strong communication skills with the ability to interact effectively with clients and internal partners
• In Office
• This is an office-based role that requires onsite presence to effectively perform job responsibilities.
• #LI-LG1
• Salary Range:
• $67,500 - 111,500 USD
• 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 MyHRHelp@ntrs.com .
• We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and unde

Benefits

Additional Information

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.

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