About Northern Trust
Renowned globally, Northern Trust is a leading financial institution that has been serving its clients with unwavering dedication since its inception in 1889. Being a Fortune 500 company, Northern Trust has established a prominent presence in the financial industry, earning numerous accolades for its remarkable services.
With a rich history spanning more than 130 years and a team of over 22,000 partners, Northern Trust is committed to providing innovative financial services and guidance to the world’s most successful individuals, families, and institutions. The institution’s values of service, expertise, and integrity have played a significant role in forging long-lasting relationships with some of the world’s most sophisticated clients, providing them with exceptional services underpinned by cutting-edge technology.
Sr Account Manager, Banking at Northern Trust
The role of a Sr Account Manager in the Banking division of Northern Trust is crucial. The candidate is required to handle a multitude of responsibilities, including serving as the primary point of contact for complex client inquiries relating to banking products and services.
Responsibilities
As a Sr Account Manager, you’ll be supporting the design and implementation of customized banking solutions, including treasury management, for both new and existing Wealth Management clients. You’ll assist bankers with internal account administration, business development initiatives, and client presentations. This will involve gathering financial statements, conducting industry research, performing basic feasibility analyses, and compiling required credit documentation.
The role also requires you to act as a liaison with the National Credit Center throughout the credit underwriting lifecycle, from inception through approval and ongoing monitoring. You’ll also coordinate with Client Service Support Teams (CSST) to execute daily client transaction activities, including payments, fees, and borrowing transactions.
As a Sr Account Manager, it’s your responsibility to develop and oversee action plans addressing client servicing needs, coordinating with cross-functional partners to ensure timely execution and follow-ups. You’ll also serve as a subject matter resource for the relationship servicing team for highly complex Wealth Management relationships.
Knowledge and Skills
The role demands a strong understanding of banking products and services, along with excellent analytical, problem-solving, and organizational skills. You should also have the ability to manage complex client relationships and coordinate across multiple internal partners. Moreover, strong communication skills are a must to convey complex information clearly to clients and colleagues.
Experience
A minimum of 5+ years of experience in the fields of financial services, accounting, or related areas is required. Prior experience in a client servicing or relationship support role is also essential.
Work Environment
This is an in-office position located at 4747 Executive Dr San Diego, CA 92121. The candidate is expected to work onsite Monday-Friday to support effective collaboration, teamwork, and client service delivery. The salary range for this position is $77,625 – 128,225 USD.
Northern Trust provides a comprehensive benefits package that includes 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. The company also offers a discretionary bonus program that may include an equity component.
Working with Us
As a Northern Trust partner, you are part of a flexible and collaborative work culture in an organization where financial strength and stability encourage the exploration of new ideas.
The company encourages movement within the organization, provides access to senior leaders, and takes pride in working for a company committed to assisting the communities it serves. If you are looking for a career with a company that values its employees and has a greater purpose, Northern Trust is the place for you.
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, you can contact the HR Service Center at [email protected].
Apply today and discuss your flexible working requirements with Northern Trust to achieve greater success together.
For more information about this role, click here.
