Senior Personal Banker

About the role

Northern Trust is a global leader in wealth management, asset servicing, asset management, and banking services. Founded in 1889, the company is known for its commitment to integrity, expertise, and service. With over 24,000 partners and a rich history of financial experience, Northern Trust serves sophisticated clients worldwide.

Responsibilities

• Engage with business unit subject matter experts to explore potential client opportunities.
• Maintain and provide holistic advice on assigned client relationships by cross-selling and identifying client needs.
• Execute and submit client account servicing activities within appropriate time frames, including processing wires and fund transfers, opening and closing accounts, maintaining accurate and complete account records, imaging of documents, and researching client issues.
• Proactively communicate with relationship management and NCSS teams to obtain necessary information to properly execute requested activities.
• Handle paying and receiving activities, including cash transactions and daily balancing activities.
• Comply with WM Lobby Banking Operations policies and procedures as documented on the WM Intranet.
• Maintain and service Safe Deposit Boxes in offices where available.
• Set up all types of client accounts and services, ensuring documentation is complete and following through to avoid deficiencies.
• Maintain a strong understanding of policies and procedures and address requirements in a timely manner, escalating issues and concerns to management as needed.
• Stay updated on the latest enhancements to Northern Trust's partner and client technology, seeking to expand knowledge and maintain high standards of servicing.
• Monitor banking reports and provide assistance with banking audits as directed by the Team Leader/Manager.
• Serve as a mentor to fellow Personal Bankers, offering guidance, encouragement, and direction as needed.
• Share expertise in the deposit area of the bank and train others as designated by the Team Leader/Manager.

Requirements

• Knowledge of banking operations, products, and services, preferably gained through related work experience.
• Understanding of federal regulations and banking guidelines, often acquired through related work experience or formal training.
• Strong analytical, problem-solving, and organizational skills to identify, research, and resolve requests, manage conflicting priorities, and organize workflow.
• Ability to think critically and work independently and collaboratively as part of a team.
• Excellent verbal and written communication skills.
• At least 3-5 years of related experience.

Qualifications

• Knowledge of banking operations, products, and services, preferably gained through related work experience.
• Understanding of federal regulations and banking guidelines, often acquired through related work experience or formal training.
• Strong analytical, problem-solving, and organizational skills to identify, research, and resolve requests, manage conflicting priorities, and organize workflow.
• Ability to think critically and work independently and collaboratively as part of a team.
• Excellent verbal and written communication skills.
• At least 3-5 years of related experience.

Skills

• Knowledge of banking operations, products, and services.
• Understanding of federal regulations and banking guidelines.
• Strong analytical, problem-solving, and organizational skills.
• Ability to think critically and work independently and collaboratively as part of a team.
• Excellent verbal and written communication skills.

Benefits

As a Northern Trust partner, you benefit from a flexible and collaborative work culture, a strong financial history, and opportunities for professional growth. The company supports philanthropic efforts and offers reasonable accommodations for individuals with disabilities.

Pay

The pay range for this position is determined by a variety of factors, including market conditions, qualifications, and experience.

Schedule

The schedule for this role varies based on the needs of the business and the preferences of the employee.