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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 Relationship Managers in business development; creating client presentations and coordinating with the Account Managers and CSST servicing team.

The key responsibilities of the role include: 
  • Assists the Portfolio Banking Advisors and Banking Relationship Advisors with client portfolios and internal administration of accounts; communicates regularly with clients, attends client meetings and presentations and assists Relationship Managers with business development plans and client presentations 
  • As appropriate, manages a portfolio of clients and makes credit presentations at Group Credit Committee. 
  • Coordinates with the Account Managers and CSST on deposit related transaction processing and to execute daily client transaction activity including account opening, exception clearing, overdrafts, 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 
  • 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 Relationship Managers 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 loans 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 and proactively engages in the renewal process by reviewing reports of maturing credits and coordinates the receipt of required information from client for renewal process 
  • Coordinates due diligence on loans such as obtaining money market rates, ordering of appraisals and other items necessary for loan approval and booking 
  • Carries out complex activities with significant financial, client and/or internal business impact 
  • May have direct interaction with committees and/or Senior Management 
  • Able to serve as a key subject matter expert and mentor to other more junior level employees 
  • May manage daily operational activities and supervise day-to-day work of junior level employees (but not a formal management role) 
  • More technically sound in area of expertise and has broader knowledge of other areas 
  • Delivers a work product that requires less revision 
  • Able to facilitate discussions and reach decisions

The successful candidate will benefit from having: 
  • Knowledge of banking products and services is required. Credit underwriting experience is required (obtained through working in the National Credit Services Center or at another financial institution). Knowledge of internal banking functions. Analytical, problem solving, and organizational skills required.
  • Being technology/computer savvy (Microsoft Excel, Microsoft Word, and Adobe Acrobat are particularly important)
  • Being a “people person”, who enjoys interaction with clients and internal business partners
  • 5+ years’ experience, or equivalent, in financial servicing/accounting fields with client servicing background. Formal credit training is required with a minimum of one year experience performing credit analysis and underwriting
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 September 30, 2018, Northern Trust Corporation had:
  • $10.8 trillion in assets under custody/administration
  • $8.2 trillion in assets under custody
  • $1.2 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