Account Manager, Banking at Northern Trust in Tempe, Arizona

Job Description:

The Wealth Management Account Manager supports banking clients and responds to client inquiries, produces reports and oversees transaction processing. Responsible for assisting Portfolio Bankers and Sr. Account Managers in business development, can be an entry level position with opportunity to develop professionally.

The key responsibilities of this position

•Coordinates with CSST Client Support Services Team (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

•Coordinates with the CSST on deposit related transaction processing including account opening, exception clearing, overdrafts, etc.

•Oversees development of appropriate action plans for client servicing and coordinates with other team members across disciplines to ensure execution and follow-up

•Documents services provided, specialized procedures and ongoing written communications with client as appropriate in managing daily activity

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

•Primary focus will be assisting deposit relationship clients with banking needs

•Identifies service efficiency enhancements, process improvements and service delivery using creative and proactive measures

•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 documentation required to monitor client relationships

•Is well versed in the compliance requirements for new accounts and relationships and reviews compliance reports for adherence to policy and procedures

•Develops and maintains a working knowledge of various business applications critical to relationship management including client on-line tools

•Knowledgeable of the core aspects of the position, working towards becoming proficient in all areas required of the position

The successful candidate will benefit from having

•3+ 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 required

About Northern Trust:

Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With 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 Forbes ranked us the top employer for Diversity in 2018.

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 ethical companies. Build your career with us and apply today.

Additional Information