Personal Banker

About the Role

Northern Trust is a global leader in innovative wealth management, asset servicing, asset management and banking services. Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. With more than 135 years of financial experience and over 24,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.

Major Duties

• Executes and/or submits client account servicing requests within appropriate time frames, including but not limited to submitting wires and fund transfers, preparing required documentation, opening and closing accounts, maintenance of accurate and complete account records, imaging of documents, and researching of client issues.
• Handles paying and receiving activities, including cash transactions and daily balancing activities.
• Fully understands and adheres to all WM Lobby Banking Operations policies and procedures as documented on the WM Intranet.
• Develops a strong understanding of required steps involved with each request, communicating with relationship management and NCSS teams as appropriate to obtain necessary information to properly execute the requested activity.
• Maintains a strong understanding of policies and procedures and addresses the requirements of each activity in a timely fashion and in strict adherence with Northern Trust and Wealth Management Risk Management and Compliance guidelines and procedures, promptly escalating any issues and/or concerns to management.
• Develops a strong knowledge of the various business applications critical to client and account servicing, including on-line tools and seeks to expand knowledge of the latest enhancements to Northern Trust partner and client technology and/or systems in order to maintain highest standards of servicing.
• Assists with maintenance and servicing of Safe Deposit Boxes in offices where available.
• Keeps informed of new or existing Northern Trust and Wealth Management products, services and compliance requirements to respond to client questions and to assist in selling services which results in expanding the overall client relationship.
• Monitors banking reports as well as provides assistance with banking audits as directed by the Team Leader / Manager.

Qualifications

• Knowledge of federal regulation, banking guidelines, banking operations, products and services, acquired through related work experience is preferred.
• Strong client service skills, problem solving, and organizational skills are required to identify, research and/or resolve requests.
• Ability to think critically and to work well independently and as part of a team.
• Strong verbal and written communication skills.
• 2-3 years of related experience.

Work Authorization

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).