Senior Personal Banker
Northern Trust Corp
- # Senior Personal BankerApplylocations: Dallas, TXtime type: Full timeposted on: Posted Yesterdayjob requisition id: R159795**About Northern Trust** 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. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide. With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. Major Duties :1. Understanding the business model and engaging appropriate business unit subject matter experts to explore potential opportunities with the client. Provides maintenance and holistic advice on assigned relationships by cross selling and identifying client needs. 2. Executes and/or submits 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. 3. Proactively communicates with relationship management and NCSS teams as appropriate to obtain necessary information to properly execute the requested activity. 4. Handles paying and receiving activities, including cash transactions and daily balancing activities. Fully understands and adheres to all WM Lobby Banking Operations policies and procedures as documented on the WM Intranet. 5. Assist with maintenance and servicing of Safe Deposit Boxes in offices where available. 6. Demonstrates 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. 7. Maintains a strong understanding of policies and procedures and addresses 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. 8. Maintains a strong knowledge of the various business applications critical to client and account servicing, including on-line tools, and seeks 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. 9. 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. 10. Monitors banking reports as well as provides assistance with banking audits as directed by the Team Leader / Manager. 11. Serves as a mentor to fellow Personal Bankers, offering guidance, encouragement and direction as needed. 12. Is called upon to share expertise in the deposit area of the bank and trains others as designated by the Team Leader/Manager. Knowledge :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. Experience :3-5 years of related experience. **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 (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). **Working with Us** As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has 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. **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 our HR Service Center at View email address on click.appcast.io, or alternatively you can discuss your individual requirements with the recruiter you are working with.
- J-18808-Ljbffr Northern Trust Corp
Vacancy posted 6 days ago
Similar jobs that could be interesting for youBased on the Senior Personal Banker in Dallas, TX vacancy
- Northern Trust in Dallas is seeking a Personal Banker to manage client relationships and provide proactive servicing across wires, transfers, account maintenance, and related activities. You will collaborate with relationship teams, handle cash and daily balancing, assist...Senior
- Northern Trust in Dallas, TX is seeking an experienced Senior Personal Banker to deepen client relationships and deliver holistic financial services. You will guide clients through complex banking needs, on-boarding new accounts and coordinating cross-functional support...Senior
$148.75k - $234.38k
...range is for the Commercial Banking Relationship Manager III and Senior job and contemplates a wide range of factors that are... ...vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance...SeniorFull timeBank staffShift work- ...Senior Private Wealth Banker Acting as a trusted advisor, finding and recommending the right financial solutions to help our high-net-worth clients... ...direct contact to handle your client base and provide a personal touch experience. Our team culture inspires our...SeniorLocal area
BOK Financial
Dallas, TX2 days ago $148.75k - $234.38k
Mercantil Commerce Bank in Dallas, Texas is hiring a Senior Commercial Banking Relationship Manager. This role involves managing existing commercial relationships and soliciting new business opportunities. Ideal candidates will have extensive commercial banking knowledge...Senior- ...Senior Private Banker Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next... ...openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable...SeniorWork at office
Fifth Third Bancorp
Dallas, TX4 days ago - Truist is seeking a client service oriented professional to build and expand client relationships in person and over the phone, delivering financial solutions through consultative conversations and referrals. You will cross train to perform teller duties as needed, support...SeniorFull timeWeekend work
- Frost is seeking a Private Banking Officer II in Dallas, Texas, to manage client relationships and assist families with their financial needs. You will develop tailored plans for clients with investable assets of $1.5-5 million and ensure comprehensive financial service...Senior
- SouthState Bank in Dallas, TX seeks an experienced Private/Business Banker to drive growth and manage a portfolio of business clients.... ...execute plans to expand loans and deposits, while delivering personalized financial solutions and exceptional service. You will build...Senior
- Truist is seeking a Regular full-time team member to deliver exceptional client service in-branch and over the phone. The role includes expanding client relationships and offering financial solutions through consultative conversations and referrals to partners. The position...SeniorFull time
- ...Relationship Banker It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion... ...that individual goals are met through required levels of in person and outbound calling activities that provide an opportunity for...SeniorNight shift
- A leading financial institution in Dallas is seeking a Private Banker - Managing Director to provide exceptional wealth management services. The role involves advising high-net-worth families on investments and financial planning while managing client relationships. Candidates...Senior
- ...Job Title Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative...SeniorTemporary workWork at officeNight shiftWeekend work
- Busey Bank seeks a Private Banker II in Dallas, TX to manage a portfolio of high-net-worth personal and business relationships, delivering wealth management and loan solutions. You will collaborate with internal partners to cross-sell, grow deposits, and provide an exceptional...Senior
- A leading financial institution is seeking a talented individual for a Private Banking role in Dallas, Texas. The successful candidate will manage client relationships, provide strategic advice on wealth and investment management, and uphold the highest standards of compliance...Senior
- ...Job Title Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative...SeniorFull timePart timeWork at officeNight shiftWeekend work
- Why Bank OZK Founded on a legacy of more than 120 years in banking, Bank OZK is much more than just a company. We're nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative technologies to deliver ...SeniorWork at officeLocal areaDay shift
- ...ROBOTIC PROCESS AUTOMATION LLC is seeking a Workday Financials/PSA Senior Principal Consultant – Global AMS to lead onshore and coordinate with offshore teams, delivering Workday Financials configurations and reporting for a set of client engagements. You will apply AMS...Senior
- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Personal Banker within PNC's retail organization, you will be based in Mesquite, TX. PNC is an in-office company that fosters a supportive culture...Full timeTemporary workPart timeWork experience placementWork at office
PNC
Mesquite, TX5 days ago - ...Personal Banker Dallas, TX, US, 75001 Req ID: 78620 Location: Dallas -DAL Areas of Interest: Consumer Banker; Consumer Banking; Consumer Lending Pay Transparency Salary Range: Not Available Application Deadline: 09/30/2026 BOK Financial Corporation Group includes BOKF,...Local area
BOK Financial
Addison, TX4 days ago - ...opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Personal Banker I position will provide an exceptional customer experience by cultivating, maintaining, and enhancing long lasting...Work at office
Fifth Third
Dallas, TX2 days ago - ...Personal BankerDallas Branch - Dallas, TX 75206OverviewPosition Type Full Time Job Shift Day Education Level High School Category BankingDescriptionPurpose:While projecting a professional image; interact with new and existing customers and match services that best fit...Full timeWork experience placementShift work
Armstrong Bank
Dallas, TX3 days ago - ...ownership, employees are celebrated and growth is encouraged, both personally and professionally. At Guaranty Bank & Trust, we improve the... .... We are eager to welcome you as a new Personal Banker to our team who will help us continue to drive change, create a...Hourly payFull timeTemporary workPart timeWork at officeLocal areaVisa sponsorshipWork visaMonday to Friday
Glacier Bancorp
Addison, TX1 day ago - ...ownership, employees are celebrated and growth is encouraged, both personally and professionally. At Guaranty Bank & Trust, we improve the... .... We are eager to welcome you as a new Personal Banker to our team who will help us continue to drive change, create a...Hourly payFull timeTemporary workPart timeWork at officeLocal areaVisa sponsorshipWork visaMonday to Friday
Glacier Bancorp
Dallas, TX1 day ago - ...opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: The Personal Banker I position will provide an exceptional customer experience by cultivating, maintaining, and enhancing long lasting...Full timeWork at office
Fifth Third Bank, N.A.
Dallas, TX3 days ago - ...financial success * Follow established policies in accordance with the bank and the supervisor s direction * Accountable for the personal achievement of monthly new account production as assigned by upper management * Participate in an active sales environment that...Work experience placementWork at officeFlexible hoursAfternoon shift
First National Bank Texas
Irving, TX5 days ago - ...integrity-driven team, you’ll become part of Frost’s over 150-year legacy of providing unparalleled banking services. Who You Are As a Personal Banker I , you are the first point of contact for many of our customers, and you set the standard for what it means to bank with us....Monday to Friday
Frost
Addison, TX2 days ago - ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Personal Banker within PNC's retail organization, you will be based in Mesquite, TX. PNC is an in-office company that fosters a supportive culture...Temporary workWork experience placementWork at office
PNC Financial Services Group
Mesquite, TX5 days ago - ...team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Personal Banker II , you are the first point of contact for many of our customers, and you set the standard for what it means to bank with us....Monday to Friday
Frost Bank
Dallas, TX1 day ago - ...The Workday Financials/Professional Services Automation Senior Principal Consultant – Global Application Managed Services (AMS) is a well‑experienced post‑production professional who is dynamic, fast‑paced, and familiar with the managed services construct. As a Workday...SeniorPermanent employmentContract workLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Personal Banker. Be the first to apply!
Related searches
- personal banker Dallas, TX
- private mortgage banker Dallas, TX
- private banker Dallas, TX
- senior technical analyst Dallas, TX
- senior associate attorney Dallas, TX
- senior developer Dallas, TX
- sr industrial security specialist Dallas, TX
- senior aws cloud engineer Dallas, TX
- senior manager business development Dallas, TX
- remote senior salesforce administrator Dallas, TX