N

Northern Trust

Global wealth management and asset servicing

Senior Account Manager - Banking

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeDenver, CO, USA$67.5k - $111.5k

About the Job

Requirements

  • At least 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 independently and collaboratively.
  • Strong communication skills and ability to interact effectively with clients and internal partners.
  • Must be authorized to work in the United States without employment-based visa sponsorship now or in the future.

Responsibilities

  • Coordinate account administration for Banking clients, support client servicing activities, respond to inquiries, produce reports, and oversee transaction processing.
  • Partner with Banking Advisors to support business development, including client presentations and coordination with internal servicing teams.
  • 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 by gathering financial statements, performing basic industry research and feasibility analysis, and compiling required credit documentation.
  • Act as liaison with the National Credit Center throughout the credit underwriting process.
  • Coordinate with the Client Service Support Team to execute daily transaction activity, including payments, fees, and borrowing transactions; inquiry resolution and servicing requests; and 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 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.

About the Company

Northern Trust

Global wealth management and asset servicing

Preparing company summary.

Company size
10,001+
Company stage
IPO
Headquarters
Chicago, IL
Founded
1889

Recently Posted Jobs

Explore more opportunities at Northern Trust

See more jobs