Senior Account Manager

2 days ago


Miami, Florida, United States Northern Trust Full time
About Northern Trust

Northern Trust is a leading global financial institution with a rich history dating back to 1889. As a Fortune 500 company, we provide innovative financial services and guidance to the world's most successful individuals, families, and institutions.

Job Summary

We are seeking an experienced Account Manager to join our Banking team. The successful candidate will be responsible for coordinating account administration, responding to client inquiries, and overseeing transaction processing. This is an office-based position, and the ideal candidate will work independently to ensure the effective performance of this role.

Key Responsibilities
  1. Act as the initial contact for complex client or partner inquiries for banking products and services.
  2. Assist with creating and implementing complex banking solutions, including treasury management, for new and existing clients.
  3. Coordinate with Operations to execute daily client transaction activity and transaction processing.
  4. Oversee the development of appropriate action plans for client servicing and coordinate with other team members to ensure execution and follow-up.
  5. Act as a resource for the relationship servicing team for highly complex Wealth Management relationships.
  6. Develop a clear understanding of clients' needs behind service requests and communicate with service partners.
  7. Identify service efficiency enhancements, process improvements, and service delivery.
  8. Communicate with clients regularly to inform them of account set-up or status, past due loans, document requests, or other information.
  9. Develop and maintain a working knowledge of loan agreements, financial statements, and other documentation required to monitor client relationships.
Requirements

The successful candidate will have:

  • Knowledge of banking products, services, and functions.
  • Analytical, problem-solving, and organizational skills.
About Us

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 MyHRHelp@ntrs.com.

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.



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