Account Manager, Banking

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.

Under general supervision, the key responsibilities of the Account Manager, Banking will be coordinating the account administration for Banking clients; responding to client inquiries and overseeing transaction processing. Also responsible for assisting Private Bankers in business development; creating client presentations, running and creating formal reports.

We have a balanced hybrid working model to ensure you get the flexibility you need and the successful candidate will spend their time between working in the office and working from home.

May be an entry level position with opportunity to develop professionally.

1. Coordinates with Operations Servicing Team to execute daily client transaction activity and transaction processing including money movement, return mail reporting, and fees; handles inquiry resolution; requests and ensures systems information is up-to-date; execution of client servicing events, communicating with clients and other internal and external partners

2. Coordinates with the Operations Servicing Team on deposit related transaction processing including account opening, exception clearing, overdrafts, etc.

3. Oversees development of appropriate action plans for client servicing and coordinates with other team members across disciplines to ensure execution and follow-up. Develops and maintains a working knowledge of various business applications critical to relationship management including client on-line tools

4. Documents services provided, specialized procedures and ongoing written communications with client as appropriate in managing daily activity. Identifies service efficiency enhancements and process improvements using creative and proactive measures

5. Develops clear understanding of clients' needs behind service requests and communicates to service partners. Obtains appropriate information from partners and client to facilitate service changes or transactions

6. Communicates with clients regularly to inform them of account set-up or status of inquiry or request

7. Is well versed in the compliance requirements for new accounts and relationships. Participates in inter-discipline training within the office/region. Acts as a technical resource or expert for other account managers on process or procedures for delivery of service

8. Responsible for identifying and resolving problems within established guidelines, takes initiative but refer more complex problems to supervisors/experts, and works effectively as a team member but also independently

The successful candidate will benefit from having:

• Analytical, problem solving, and organizational skills are required
• Excellent written and verbal communication skills
• Highly flexible and adaptable to change
• Ability to work independently
• Possess strong time management skills

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.

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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 [email protected].

We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.