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Sr Personal Banker

$55.8k - $89.4k

Northern Trust

About Northern Trust Northern Trust, a Fortune 500 company, is a globally recognized, award‑winning financial institution operating since 1889. With more than 130 years of experience and over 22,000 partners, we provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions. Job Summary This office‑based position requires on‑site performance. Under general supervision, the Personal/Universal Banker delivers exceptional client service, manages a full range of banking products and services, and performs administrative and operational activities related to client accounts. The role involves client interaction in person, by telephone, and via email, and supports enterprise-wide policies and procedures. Responsibilities Understanding the business model and engaging subject‑matter experts to explore opportunities with clients. Executing client account servicing activities, including managing wires, fund transfers, account openings/closures, recordkeeping, and document imaging. Proactively communicating with relationship management and operations teams to obtain necessary information. Handling cash transactions and daily balancing activities in full compliance with Wealth Management Lobby Banking Operations policies. Assisting with the maintenance and servicing of Safe Deposit Boxes where available. Setting up all types of client accounts and services, reviewing documentation for completeness and accuracy. Maintaining a strong knowledge of policies, procedures, and compliance guidelines; escalating issues promptly to management. Staying updated on business applications and technology enhancements to maintain high service standards. Keeping informed of new products and services to support client inquiries and sales initiatives. Monitoring banking reports and assisting with audits as directed by the Team Leader/Manager. Mentoring fellow Personal Bankers and providing guidance, encouragement, and direction. Training on the Northern Trust teller system as part of cross‑training. Qualifications & Experience 3 – 5 years of related banking experience. Knowledge of banking operations, products, and services. Understanding of federal regulations and banking guidelines. Strong analytical, problem‑solving, and organizational skills to manage conflicting priorities. Ability to work independently and as part of a team. Excellent verbal and written communication skills. Salary Range

$55,800 – $89,400 USD

Benefits Northern Trust offers a comprehensive benefits package including 401(k) and pension, health, dental, vision, spending accounts, disability, paid time off, parental and caregiver leave, life & accident insurance, other voluntary and well‑being benefits, and a discretionary bonus program that may include an equity component. Eligibility Applicants must be authorized to work in the U.S. without needing employment‑based visa sponsorship. Northern Trust does not sponsor U.S. work visas for this opportunity. Reasonable Accommodation Northern Trust commits to providing accommodations to individuals with disabilities. For accommodations during the employment process, email the HR Service Center at View email address on click.appcast.io. #J-18808-Ljbffr Northern Trust

Vacancy posted 3 days ago
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