Job Description

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.

Account Manager, Banking

Under general supervision (but works independently most of the time) responsible for coordinating the account administration for Banking clients; responds to client inquiries, produces reports and oversees transaction processing. Also responsible for assisting Private Bankers in business development; creating client presentations and coordinating with the servicing team. Resolves all types of operational or processing issues, and help drive additional depository & treasury business with new and existing clients.

The key responsibilities of the role include:

1. 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 Wealth Management clients.

2. Coordinates with client service team to execute daily client transaction activity and transaction processing; 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.

3. Coordinates with the client service team on deposit related transaction processing including account opening, exception clearing, overdrafts, etc.

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

5. Acts as resource for the relationship servicing team for highly complex Wealth Management relationships.

6. 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

7. Identifies service efficiency enhancements, process improvements, and service delivery.

8. Communicates with clients regularly to inform them of account set-up or status, overdrafts, document requests or other information.

9. Develops and maintains working knowledge of deposit account types, services, financial statements and documentation required to monitor client relationships

Qualifications

Knowledge of banking products and services is required.

Knowledge of internal banking functions.

Analytical, problem solving, and organizational skills required.

3+ years’ experience, or equivalent, in financial servicing/banking fields with client servicing background. Excellent customer service and communication skills required.

In office

This is an office-based position and for the effective performance of this role, the duties and responsibilities must be carried out onsite.

301 Commerce St., Fort Worth, TX 76102

#LI-LG1