Senior Personal Banker

About the Company

Northern Trust (Nasdaq: NTRS) is a global leader in innovative wealth management, asset servicing, asset management, and banking services. With over 135 years of financial experience and more than 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. Guided by our Principles That Endure—Service, Expertise, and Integrity—we strive to instill these cornerstones in our employees and provide them to our clients and communities worldwide.

Responsibilities

• Understand the business model and engage appropriate business unit subject matter experts to explore potential opportunities with clients.
• Provide maintenance and holistic advice on assigned relationships by cross-selling and identifying client needs.
• Execute and/or submit client account servicing activities within appropriate time frames, including processing wires and fund transfers, opening and closing accounts, maintaining accurate account records, imaging documents, and researching client issues.
• Proactively communicate with relationship management and NCSS teams to obtain necessary information for requested activities.
• Handle paying and receiving activities, including cash transactions and daily balancing.
• Adhere to all WM Lobby Banking Operations policies and procedures as documented on the WM Intranet.
• Assist with maintenance and servicing of Safe Deposit Boxes where available.
• Demonstrate expertise in setting up all types of client accounts and services.
• Review documentation for completeness and follow through to avoid deficiencies relating to deposit accounts.
• Maintain a strong understanding of policies and procedures, addressing requirements in a timely manner while strictly adhering to Northern Trust and Wealth Management Risk Management and Compliance guidelines. Escalate issues or concerns promptly to management.
• Maintain knowledge of business applications critical to client and account servicing, including online tools, and stay updated on the latest enhancements to Northern Trust’s technology and systems.
• Stay informed about new products and services to respond to client questions and assist in expanding client relationships.
• Monitor banking reports and assist with audits as directed by the Team Leader/Manager.
• Serve as a mentor to fellow Personal Bankers, offering guidance and direction as needed.
• Share expertise in deposit banking and train others as designated by the Team Leader/Manager.

Requirements

• 3-5 years of related experience.
• Knowledge of banking operations, products, and services, preferably acquired through related work experience.
• Knowledge of federal regulations and banking guidelines, usually acquired through related work experience or formal training.
• Strong analytical, problem-solving, and organizational skills to manage conflicting priorities and workflow.
• Ability to work independently and as part of a team.
• Strong verbal and written communication skills.

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.

Benefits

• Flexible and collaborative work culture with a strong history of financial strength and stability.
• Opportunities for movement within the organization, with accessible senior leaders.
• Commitment to an inclusive workplace and community support.
• Philanthropy is deeply rooted in Northern Trust’s culture, with employees encouraged to give time and talent to their communities.

Reasonable Accommodation

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email the HR Service Center at MyHRHelp@ntrs.com or discuss your requirements with the recruiter.