Sr Personal Banker

About the role

Under general supervision (but works independently most of the time), the Personal/Universal Banker is responsible for delivering an exceptional client service experience while servicing clients with a full range of banking products and services.

Responsibilities

• Establishing and/or submitting requests for opening, maintaining and servicing client accounts.
• Executing and/or submitting client account servicing activities within appropriate time frames, including but not limited to the processing of wires and fund transfers, opening and closing accounts, maintenance of accurate and complete account records, imaging of documents, and researching of client issues.
• Proactively communicating with relationship management and operations teams as appropriate to obtain necessary information to properly execute the requested activity.
• Handling paying and receiving activities, including cash transactions and daily balancing activities.
• Maintaining a strong understanding of policies and procedures and addressing 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.
• Maintaining a strong knowledge of the various business applications critical to client and account servicing, including on-line tools, and seeking 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.
• Keeping informed of all new products and services to respond to client questions and to assist in selling services which results in expanding the overall client relationship.
• Monitoring banking reports as well as providing assistance with banking audits as directed by the Team Leader / Manager.
• Serving as a mentor to fellow Personal Bankers, offering guidance, encouragement and direction as needed.

Requirements

This is an office-based position and for the effective performance of this role, the duties and responsibilities must be carried out onsite.

Qualifications

• 3-5 years of related experience.
• Knowledge of banking operations, products and services, acquired through related work experience is preferred.
• Knowledge of federal regulations and banking guidelines, usually acquired through related work experience or formal training.
• Strong analytical, problem solving, and organizational skills are required to identify, research and/or resolve requests, as well as to manage conflicting priorities and workflow.
• Ability to think critically and to work well independently and as part of a team.
• Strong verbal and written communication skills.

Skills

• Expertise in the setting up all types of client accounts and services.
• Reviews documentation for completeness and follows through to avoid documentation deficiencies relating to deposit accounts.
• Maintains a strong knowledge of the various business applications critical to client and account servicing, including on-line tools.
• Keeps informed of all new products and services to respond to client questions and to assist in selling services which results in expanding the overall client relationship.

Benefits

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, and other voluntary and well-being benefits.

Pay

$55,800 - 89,400 USD Salary range is a good faith estimate of base pay.

Schedule

Working With Us As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve!