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Account Relationship Manager / Deposit Representative

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Personal Banking/Private Bankg
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73667 Requisition #
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Under general supervision (but works independently most of the time) responsible for delivering an exceptional client service experience while servicing clients with a full range of banking products and services. Responsible for executing and/or submitting various administrative and operational activities related to clients, banking products and services. Interacts with clients in-person, via telephone and e-mail, responding to inquiries and providing information as requested.  Primary activities include, but are not limited to, resolving client inquiries, establishing and/or submitting requests for opening, maintaining and servicing client accounts, executing money movement, preparing and producing client materials and reports, as well as maintaining complete and accurate recordkeeping. The Account Relationship Manager will provide maintenance and holistic advice on assigned relationships by cross selling and identifying client needs.
This banker will also support the Los Angeles Region banking practice by functioning as a team player. There may be occasional travel involved between our Pasadena and Century City locations. Occasional support by functioning as a teller back-up with cash handing responsibilities is required.
Of critical importance is their adherence to the required banking guidelines, procedures and policies involved with requested activities. Additionally, the Account Relationship Manager is expected to serve as a team player within the banking team, and to strive to help evolve the processes, procedures and operating environment of the Wealth Management team.

The key responsibilities of the role include:
  • Understanding the business model and engaging appropriate business unit subject matter experts to explore potential opportunities with the client. Provides maintenance and holistic advice on assigned relationships by cross selling and identifying client needs.
  • Acts as initial contact for client or partner inquiries for banking products and services. Assists with creating and implementing depository solutions (including treasury management) for new and existing Wealth Management clients.
  • Executes and/or submits client account servicing activities within appropriate time frames, including but not limited to the processing of wires and fund transfers, opening and closing accounts, maintenance of accurate and complete account records, imaging of documents, and researching of client issues. 
  • Coordination with back office teams on deposit related transaction processing including account opening, exception clearing, overdrafts, etc.
  • Acts as a depository operations–focused resource for the relationship servicing team for highly complex client relationships. 
  • Works closely with Wealth Strategists to identify banking opportunities with prospects and assist with gathering/obtaining appropriate documentation to establish the relationship. 
  • Responsible for assisting Private Bankers and Lenders in business development; creating client presentations and coordinating with the back office servicing teams. Resolves all types of operational or processing issues. 
  • Oversees development of appropriate action plans for client servicing and coordinates with other team members across disciplines to ensure execution and follow-up.
  • Assists other fellow Banker and Lenders with internal administration of accounts, business development and client presentations including due diligence at the onset of a credit opportunity which includes gathering financial statements, industry research, basic feasibility analysis and other credit information required to assess loan. Acts as liaison with National Credit Center at inception and throughout Credit underwriting process.
  • Coordinates with client servicing teams and relationship managers to execute daily client transaction activity and transaction processing including fees, payments and borrowing requests; 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.
  • Develops clear understanding of client’s need behind service requests and communicates to service partners. Obtains appropriate information from partners and clients to facilitate service changes. 
  • Provides high-touch level of service including active communication with clients to inform them of account set-up or status, past due loans, document requests or other information 



The successful candidate will benefit from having: 
  • 2+ years of related experience in financial servicing/accounting fields with client servicing background 
  • Knowledge of banking operations, products and services, acquired through related work experience is required.
  • Knowledge of federal regulations and banking guidelines, usually acquired through related work experience or formal training.  
  • Cash handling experience in a banking function (teller experience) is strongly preferred.
  • Strong analytical, problem solving, and organizational skills are required to identify, research and/or resolve requests, as well as to manage conflicting priorities and workflow.  
  • Ability to think critically and to work well independently and as part of a team. 
  • Willingness to serve as a Notary Public. 
  • Strong verbal and written communication skills.  

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 December 31, 2018, Northern Trust Corporation had:

  • $10.1 trillion in assets under custody/administration
  • $7.6 trillion in assets under custody
  • $1.1 trillion in assets under management
  • $132 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