Sr Per Banker

About the role

Northern Trust is a global leader in wealth management, asset servicing, asset management, and banking services. Founded in 1889, we uphold three core principles: Service, Expertise, and Integrity. These principles guide our business practices, instilling them in our partners, who we call employees, and ensuring they are reflected in how we serve our clients and the communities we support worldwide.

Responsibilities

• Understand the business model and engage SMEs from relevant business units to explore potential client opportunities.
• Maintain and provide holistic advice on assigned client relationships by cross-selling and identifying client needs.
• Execute and/or submit client account servicing activities within appropriate timeframes, including processing wires and fund transfers, opening and closing accounts, maintaining accurate and complete account records, imaging documents, and researching client issues.
• Proactively communicate with relationship management and NCSS teams as necessary to obtain necessary information to properly execute the requested activity.
• Handle paying and receiving activities, including cash transactions and daily balancing activities.
• Fully understand and 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 in offices where available.
• Demonstrate expertise in setting up all types of client accounts and services.
• Review documentation for completeness and follow through to avoid documentation deficiencies relating to deposit accounts.
• Maintain a strong understanding of policies and procedures and address the requirements of each activity in a timely manner 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.
• Maintain a strong knowledge of the various business applications critical to client and account servicing, including on-line tools, and seek to expand knowledge of the latest enhancements to Northern Trust partner and client technology and/or systems in order to maintain the highest standards of servicing.
• Keep informed of all new products and services to respond to client questions and assist in selling services that expand the overall client relationship.
• 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.
• Knowledge of federal regulations and banking guidelines, typically acquired through related work experience or formal training.
• Strong analytical, problem-solving, and organizational skills to identify, research, and/or resolve requests, manage conflicting priorities, and manage workflow.
• Ability to think critically and work independently and as part of a team.
• Strong verbal and written communication skills.
• 3-5 years of related experience.

Qualifications

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 does not sponsor applicants for U.S. work visas 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).