CAREERS

Sr Account Relationship Associate, PCA Banking

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Personal Banking/Private Bankg
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76102 Requisition #
Under general supervision (but works independently most of the time) responsible for coordinating the account administration for deposit clients; responds to client inquiries, produce reports and oversee transaction processing. Also responsible for assisting Banking Advisors in business development; creating client presentations and coordinating with the servicing teams including the National Client Support Services team as needed. Resolves all types of operational or processing issues.


Major Duties
  1. Acts as initial contact for complex client or partner inquiries for banking products and services and assists with creating and implementing complex banking solutions (including Treasury Management) for new and existing Wealth Management clients.
  2. Assists Banking Advisors 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.
  3. Coordinates with the servicing team and National Client Support Services with the execution of daily client transaction activity and transaction processing including fees, payments and borrowing; handles inquiry resolution; obtain appropriate documentation necessary for credit underwriting, monitoring and credit file maintenance; request and ensures systems information is up-to-date; execution of client servicing events, communicating with clients and other internal and external partners.
  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 client needs 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, past due loans, document requests or other information.
  9. Develops and maintains working knowledge of loan agreements, financial statements and other documentation required to monitor client relationships.


Knowledge / Skills
  • Demonstrates expertise and knowledge of private or commercial banking products and services usually obtained through experience.  
  • Knowledge of accounting usually obtained through coursework or experience is required to process account transactions and loan documentation. 
  • Knowledge of operational areas is required to identify information to resolve account discrepancies. 

Experience Required
Five (5) years of related experience in bank operations or office environment. 

About Northern Trust:
Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With 130 years of financial experience and nearly 20,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. 


Working with Us:
As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company that is committed to strengthening the communities we serve!                
We recognize the value of inclusion and diversity in culture, in thought, and in experience, which is why Forbes ranked us the top employer for Diversity in 2018. 
We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and ethical companies. Build your career with us and apply today.

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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), 1800-425-0333 (India), +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/India EEO Statement
    • APAC/INDIA 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