Sr Per Banker

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions. Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity.

About the role

Provides maintenance and holistic advice on assigned relationships by cross-selling and identifying client needs. Executes and/or submits client account servicing activities within appropriate time frames.

Responsibilities

• Understand the business model and engage appropriate business unit subject matter experts to explore potential opportunities with the client.
• Process wires and fund transfers, open and close accounts, maintain accurate and complete account records, image documents, and research 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 activities.
• 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 fashion while adhering to Northern Trust and Wealth Management Risk Management and Compliance guidelines. Escalate issues and 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 partner and client technology.
• Stay informed of new products and services to respond to client questions and assist in selling services that expand client relationships.
• Monitor banking reports and assist 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 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 think critically and work well independently and as part of a team.
• Strong verbal and written communication skills.
• Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future (no sponsorship 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).

Benefits

As a Northern Trust partner, you will be part of a flexible and collaborative work culture with 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 committed to an inclusive workplace and assisting the communities we serve. Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.

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 our HR Service Center at MyHRHelp@ntrs.com.