Sr. Personal Banker

About Northern Trust

Northern Trust (Nasdaq: NTRS) is a global leader in innovative 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 presence in more than 30 countries, Northern Trust guides the world's most successful individuals, families, corporations, and institutions.

Responsibilities

• Deliver an exceptional client service experience by servicing clients with a full range of banking products and services.
• Execute and/or submit various administrative and operational activities related to clients, banking products, and services.
• Interact with clients in person, via telephone, and Email, responding to inquiries and providing information as requested.
• Establish and/or submit requests for opening, maintaining, and servicing client accounts, executing money movement, preparing and producing client materials and reports, and resolving client inquiries.
• Maintain complete and accurate recordkeeping and provide maintenance and holistic advice on assigned relationships by cross-selling and identifying client needs.
• Handle paying and receiving activities, including cash transactions and daily balancing activities.
• Communicate with relationship management and operations teams as appropriate to obtain necessary information to properly execute the requested activity.
• Adhere to the required banking guidelines, procedures, and policies involved with requested activities.
• 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 but not limited to the processing of wires and fund transfers, opening and closing accounts, maintaining accurate and complete account records, imaging of documents, and researching of client issues.
• Assist with maintenance and servicing of Safe Deposit Boxes in offices where available.
• Maintain a strong understanding of policies and procedures and address 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.
• 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 highest standards of servicing.
• Demonstrate expertise in the setting up all types of client accounts and services, reviewing documentation for completeness, and following through to avoid documentation deficiencies relating to deposit accounts.
• 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.
• Be cross-trained on the Northern Trust teller system.

Requirements

• 3-5 years of related experience.
• Knowledge of banking operations, products, and services, acquired through related work experience.
• Strong analytical, problem-solving, and organizational skills.
• Ability to think critically and work well independently and as part of a team.
• Strong verbal and written communication skills.

Qualifications

• Knowledge of federal regulations and banking guidelines, usually acquired through related work experience or formal training.
• Strong analytical, problem-solving, and organizational skills.
• Ability to think critically and work well independently and as part of a team.
• Strong verbal and written communication skills.

Skills

• Strong analytical, problem-solving, and organizational skills.
• Ability to think critically and work well independently and as part of a team.
• Strong verbal and written communication skills.

Benefits

At Northern Trust, we offer a comprehensive benefits package including:

• Retirement benefits (401k and pension)
• Health and welfare benefits (medical, dental, vision, spending accounts, and disability)
• Paid time off
• Parental and caregiver leave
• Life & accident insurance
• Other voluntary and well-being benefits
• A discretionary bonus program that may include an equity component

We also provide a flexible and collaborative work culture, encouraging movement within the organization and offering access to senior leaders. We are committed to an inclusive workplace and philanthropic efforts, supporting the communities we serve.