Be an early applicantLess than 25 applicants

Company

Original Job Post

Northern Trust · 2 days ago

Account Manager, Banking

Los Angeles, CA

Full-time

Onsite

Mid Level

$60K/yr - $83K/yr

3+ years exp

Wonder how qualified you are to the job?

Maximize your interview chances

BankingFinancial Services

Actively Hiring

Insider Connection @Northern Trust

Discover valuable connections within the company who might provide insights and potential referrals, giving your job application an inside edge.

Responsibilities

Coordinates with National Client Servicing Team to execute daily client transaction activity and transaction processing including deposit-related transaction processing, account opening and closing, exception clearing, overdrafts, fraud reporting, etc.; ensures systems information is up-to-date; execution of client servicing events, communicating with clients and other internal and external partners.

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.

Functions as a key member of the local banking team, engaging in the team workload, priorities, and client support.

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

Assists Banking Team with internal administration of accounts, business development and client presentations for Banking.

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, document requests or other information.

Develops and maintains working knowledge of banking products required to monitor client relationships.

Is well-versed in the compliance requirements for new accounts and relationships. Prepares compliance certificates, monitors document deficiencies 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 online tools.

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.

Coordinates due diligence on accounts such as obtaining interest rates, deposit rate exceptions, and other items necessary for account servicing.

Responsible for identifying and resolving problems within established guidelines.

Expected to use some initiative but refer more complex problems to supervisors/experts.

Works effectively as a team member but also independently.

Knowledgeable of the core aspects of the job with applicable retail or private banking experience, and prior relationship management expertise.

Supports banking practice by running and creating formal reports.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Banking Products Internal Banking FunctionsCash HandlingClient Servicing BackgroundAnalyticalProblem SolvingOrganizational Customer ServiceCommunication

Required

Knowledge of banking products and services is required.

Knowledge of internal banking functions.

Cash-handling in a teller role experience required.

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.