Senior Personal Banker
ntrs
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 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. 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. Proactively communicates with relationship management and NCSS teams as appropriate to obtain necessary information to properly execute the requested activity. 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. Assist with maintenance and servicing of Safe Deposit Boxes in offices where available. 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. 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. 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. 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. Monitors banking reports as well as provides assistance with banking audits as directed by the Team Leader / Manager. Serves as a mentor to fellow Personal Bankers, offering guidance, encouragement and direction as needed. 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 If you need a reasonable accommodation for any part of the employment process, p #J-18808-Ljbffr ntrs
- ...Northern Trust in Coral Gables, Florida seeks a client-focused banker to support wealth management relationships and handle core servicing activities. You will process wires and transfers, open and close accounts, maintain records, and coordinate with relationship teams...Senior
- ...Northern Trust in the United States is seeking a Personal Banker to support client relationships and account servicing. The role involves processing wires and transfers, opening/closing accounts, maintaining records, imaging documents, and resolving client issues with...Senior
- ...directed by the Team Leader / Manager. Serves as a mentor to fellow Personal Bankers, offering guidance, encouragement and direction as needed. Is... ...stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for...SeniorWork experience placementH1bLocal areaWorldwideFlexible hours
- About this role:Wells Fargo is seeking a Senior Lead Commercial Banking Relationship Manager for clients with annual revenue of $25MM... ...compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information...SeniorFull timeWork experience placement
- ...About the job Senior Private Banker Our client, a global private bank in Miami is recruiting Private Bankers covering LATAM and Brazil. This is a client facing role with the opportunity to sell not only securities but to participate in referral efforts...Senior
- ...Miami We are seeking a highly motivated and experienced Senior Private Banker to join our growing team. In this role, you will be... ...Conduct in-depth financial needs assessments and develop personalized wealth management plans. Present and recommend a wide range...Senior
- Banco Santander SA in Miami sucht einen Private Banker/Sr Banker für die Betreuung von vermögenden Kunden mit einem Anlagevermögen von mindestens 4 Millionen USD. In dieser Rolle sind Sie der Hauptansprechpartner für Kunden und verantwortlich für den Ausbau bestehender...Senior
- A leading financial institution is seeking a Senior Relationship Banker in Miami to manage client relationships and sales initiatives. This role requires 4 years of client service experience, strong interpersonal skills, and knowledge of banking products. Responsibilities...Senior
- JPMorgan Chase & Co. in Miami seeks an experienced Private Banker to advise families on building, preserving and managing wealth. You will use investments, planning, credit and banking knowledge to support current clients and attract new assets. You will collaborate with...Senior
$200k - $300k
Citigroup Inc. in Miami, Florida is seeking a Private Banker Principal to manage relationships with ultra-high-net-worth clients. The role requires a strategic approach to identify prospects, develop tailored financial solutions, and ensure compliance with regulatory standards...SeniorFull time- JPMorgan Chase & Co. in Miami seeks a Private Banker to advise families on building, preserving and managing their wealth. You will use investments, financial planning, credit and banking knowledge to advise clients and grow assets, within a collaborative local team supported...SeniorLocal area
- Regions Bank in Coral Gables, FL is seeking a Senior Relationship Banker to meet with customers and prospects, assess financial needs, and recommend Regions products and services to help them achieve their financial goals. The full-time role involves outbound calls, cross...SeniorFull time
- Senior Relationship Banker - Town and Country Application Process: To apply, click the “Apply Now” button at the top or bottom of this page. After you click Apply Now and complete your application, you’ll be invited to create a profile, which will let you see your application...SeniorTemporary workWork at officeShift workNight shiftWeekend workDay shift
- ...Senior Lead Commercial Banking Relationship Manager Wells Fargo is seeking a Senior Lead Commercial Banking Relationship Manager... ...compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information...SeniorWork experience placementLocal area
- ...initiatives, activities and programs.Report all significant matters, issues and unusual customer activity to Manager maintaining personal knowledge of compliance and regulatory requirements.Maintains knowledge and compliance with the Bank's Code of Conduct and all policies...
- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Personal Banker (Bilingual in Spanish preferred) within PNC's Retail Banking organization, you will be based at PNC's Little Havana Branch, 169...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...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 Bank organization, you will be based in Coral Gables, Florida. Bilingual Spanish Preferred. PNC is an in...Full timeTemporary workPart timeWork experience placementWork at office
- ...Personal Banker Job SummaryAccountable for adhering to the Bank's BSA, AML and Office of Foreign Asset Control (OFAC) applicable policies. Employee must follow specific unit procedures developed in compliance with the policies. Employee is also responsible for reporting...Temporary workWork at office
$150k - $300k
Senior Talent & Business Solutions Consultant (Accounting & Finance)100% Commission | Uncapped Earnings | Hybrid - Miami, FLAre you an experienced recruiter ready to stop splitting your earnings… and start keeping what you produce?At PrideStaff Financial, we’re offering...SeniorContract work- ...Full-Time The following are some benefits offered to employees of EdFed: ~ Paid Birthday ~ Paid Holidays ~ Paid Sick and Personal Time ~ Paid Vacation ~ Tuition Reimbursement ~401K (with matching funds) and CU contributions Qualifications Skills:...Full timeTemporary workLocal area
- ...Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday...Full timeWork experience placementFlexible hours
- ...services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer... ...are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation...Work experience placementWork at officeImmediate start
$70k - $200k
...00.00Category: Private Client Coverage, WealthCompany: CitiThe Senior Wealth Advisor SAFE Act is a seasoned professional role. Applies... ...adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing...SeniorFull timeWork at office$110.7k - $218.3k
...increasing pressure to modernize operations, improve reporting accuracy, and scale efficiently as their businesses grow. As a NetSuite Senior Consultant at Deloitte, you will help clients design and implement NetSuite solutions that align with their business goals and...SeniorLocal areaVisa sponsorship- Citigroup Inc. in Miami, FL is seeking an entry-level Personal Banker SAFE Act to assist in sales and service activities in coordination with the customer service team. The role aims to foster customer relationships, build loyalty, and help grow sales to individual consumer...
- ...Personal Banker At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all...Full timeTemporary workPart timeWork at office
- PNC in Miami is seeking a Personal Banker to enhance customer experiences and drive sales within the branch. This role requires proactive engagement with customers and knowledge of banking products. Candidates should ideally have over 3 years of experience in financial...
- Position Overview Personal Banker - Bilingual in Spanish preferred (Midtown Miami Branch, 85 NE 29th Street, Miami, FL 33137). Job Description Acquire and deepen the branch customer base through proactive sales and service activities. Manage the customer experience by identifying...Temporary workFlexible hours
- Grove Bank & Trust is seeking a Personal Banking Associate in the South Miami Office to handle routine retail banking transactions for personal and commercial customers. The role balances daily tasks with adherence to bank policies, while promoting products and supporting...Work at office
- ...dynamic professional with a knack for identifying, proposing, and delivering Cash Management solutions? As a Cash Management Consultant Senior, you will have the opportunity to leverage your skills and grow your career, while making a significant impact on our customers and...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Personal Banker. Be the first to apply!
- senior network engineer remote Coral Gables, FL
- senior manager legal Coral Gables, FL
- senior commercial counsel Coral Gables, FL
- senior manager tax Coral Gables, FL
- senior construction accountant Coral Gables, FL
- senior living Coral Gables, FL
- senior implementation project manager Coral Gables, FL
- senior marketing project manager Coral Gables, FL
- senior level Coral Gables, FL
- sr. financial reporting accountant Coral Gables, FL


