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Personal Banking/Private Bankg
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76482 Requisition #
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Under direct supervision responsible for coordinating the account administration for lending and 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 CSST servicing team. 

The key responsibilities of the role include: 
  • Coordinates with 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 team on deposit related transaction processing including account opening, exception clearing, overdrafts, customer service and safe box
  • 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 clients need behind service requests and communicates to service partners. Obtains appropriate information from partners and client to facilitate service changes or transactions
  • Assists Private Bankers 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, past due loans, document requests or other information
  • Develops and maintains working knowledge of loan agreements, financial statements and other documentation required to monitor client relationships
  • Is well versed in the compliance requirements for new accounts and relationships. Prepares compliance certificates, monitors loan document deficiencies and reviews compliance reports for adherence to policy and procedures
  • Reviews loan documents, submits loan requests for evaluation, may attend loan closings to help review documentation with clients, follows up on missing loan documentation
  • Develops and maintains a working knowledge of various business applications critical to relationship management including client on-line 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 commercial/custom approval process by submitting requests for underwriting and loan documentation
  • Coordinates due diligence on loans such as obtaining money market rates, ordering of appraisals and other items necessary for loan booking
  • Proactively engages in the renewal process by reviewing reports of maturing credits and coordinates the receipt of required information from client for renewal process
  • 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
  • Working towards becoming proficient in all areas of the job
  • Running and creating formal reports


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

For more than a century, Northern Trust has worked hard building our legacy of outstanding service, expertise and integrity. From a Chicago-based bank founded in 1889, we now have more than 20 international locations and 18,500 employees globally. We serve the world’s most-sophisticated clients – from sovereign wealth funds and the wealthiest individuals and families, to the most-successful hedge funds and corporate brands.

We burnished our reputation as a global leader delivering innovative investment management, asset and fund administration, fiduciary and banking solutions enabled by sophisticated, leading technology. And through it all, we continually laid a solid, forward-looking foundation on which future generations can continue growing and achieving greater.


As of March 31,2019, Northern Trust Corporation had:
  • $10.9 trillion in assets under custody/administration
  • $8.2 trillion in assets under custody
  • $1.2 trillion in assets under management
  • $122 billion in banking assets 

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Reasonable Accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1-800-807-0302 (North America), +630-276-5353 (Asia Pacific), +44(0)207 982 4357 (Europe, Middle East and Africa) and let us know the nature of your request and your contact information.

Equal Employment Opportunity Statements
  • APAC EEO Statement
    • APAC EEO STATEMENT

      It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

  • Canada EEO Statement
    • Canada EEO STATEMENT

      Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law, regulation, or ordinance.

  • EMEA EEO Statement
    • EMEA EEO STATEMENT

      It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

  • USA EEO Statement
    • USA EEO STATEMENT

      It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status. EEO poster (U.S.)EEO is Law Poster Supplement