Northern Trust
Sr Account Manager, Banking (Finance)
•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.
•Provides back-up support for our Loan Operations team. Including interfacing with title companies, appraisers and other duties as assigned. This will also include the ordering and processing of loan documents from beginning to end.
•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.
Qualifications
•5+ years' experience, or equivalent, in financial servicing/accounting fields with client servicing background
•Knowledge of banking products and services is required.
•Knowledge of internal banking functions.
•Analytical, problem solving and organizational skills require
About Northern Trust:
Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With over 130 years of financial experience and nearly 20,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
Working with Us:
As 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 that is committed to strengthening the communities we serve!
We recognize the value of inclusion and diversity in culture, in thought, and in experience, which is why we are honored to receive the following awards in 2021:
•Gender Equality Index Member, Bloomberg
•Top Financial & Banking Company, Black EOE Journal, Hispanic Network Magazine, Professional WOMAN'S Magazine
We'd love to learn more about how your interests and experience could be a fit with one of America's best banks and most sustainable companies! Build your career with us and apply today.