Personal Banker
001 The Northern Trust Company
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. Major Duties Execute and/or submit client account servicing requests within appropriate time frames, including wires, fund transfers, documentation preparation, account opening/closing, and maintaining accurate records. Handle paying and receiving activities, including cash transactions and daily balancing. Develop a strong understanding of required steps for each request, communicating with relationship management and NCSS teams to obtain necessary information. Maintain a strong understanding of policies and procedures, addressing requirements in a timely manner and escalating issues to management. Develop knowledge of business applications critical to client and account servicing, and seek to expand knowledge of the latest technological enhancements. Assist with maintenance and servicing of Safe Deposit Boxes where available. Keep informed of Northern Trust and Wealth Management products, services, and compliance requirements to respond to client questions and assist in selling services. Monitor banking reports and provide assistance with banking audits as directed by the Team Leader/Manager. Knowledge Knowledge of federal regulation, banking guidelines, banking operations, products and services, acquired through related work experience is preferred. Strong client service skills, problem solving, and organizational skills are required to identify, research, and resolve requests. Ability to think critically and work well independently and as part of a team. Strong verbal and written communication skills. Experience 2-3 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). 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 contact one of the listed regional numbers. EEO STATEMENTS APAC/INDIA It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non‑discriminatory manner in accordance with our obligations under the law. Canada Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law. EMEA It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non‑discriminatory manner in accordance with our obligations under the law. USA It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status. #J-18808-Ljbffr
- ...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 Banking organization, you will be based at PNC's Boca East Branch, 2400 North Federal Highway, Boca Raton,...SuggestedFull timeTemporary workWork experience placementWork at office
$50.6k - $70.6k
...Citibank (Switzerland) AG is looking for a Personal Banker SAFE Act in the Boca Raton area. This entry-level position involves assisting in sales and service activities, fostering customer relations, and executing strategies to grow small business clientele. Candidates...Suggested- 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. ...SuggestedWork experience placementH1bWorldwideFlexible hours
- ...Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and Sales & Service. There...SuggestedWork experience placementWork at office
- ...Personal Banker Associate I Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. General Function: Selected candidates are intended to become a...SuggestedWork experience placementWork at office
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- ...Citi is seeking an entry-level Personal Banker in Boynton Beach, Florida. This role involves assisting sales and service activities in coordination with the customer service team to foster customer relations and enhance loyalty. Key responsibilities include managing business...
- * Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer...
- ...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 experience placementWork at officeShift work
$130k - $150k
This range is provided by Wealth Enhancement. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $130,000.00/yr - $150,000.00/yr Additional compensation types Annual Bonus and Stock options Our Boca Raton...Full timeWork at office$55k - $65k
Financial Counselor – Exact Billing Solutions (EBS) Location: Lauderdale Lakes, FL Salary: $55,000 - $65,000 per year About Exact Billing Solutions Exact Billing Solutions is a unique team of revenue cycle management professionals specializing in the substance use disorder...Full timeLocal areaFlexible hours- ...building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Wealth Advisors that join Beacon...
$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal area$61k - $119k
...your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve...Work at office$1,000 per month
...collaborate with experts in our business. In fact, you’ll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full‑time Financial...Full timeInternshipLocal areaFlexible hours- ...guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory...Work at officeShift workDay shift
- Wealth Advisor Position Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define...Work at office
$61k - $119k
...client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their...Full timeContract workFor contractorsWork at office- ...discretionary managed portfolios. Primary Duties: Utilize network to build relationships, enhance Mesirow Wealth Advisor and personal brand, and build a pipeline of qualified leads Work with management and/or team to progress leads through pipeline with the...Local area
- ...Schedule: Monday-Friday 8:15AM-5:00PM SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful,... ...emphasizes deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking...Temporary workWork at officeMonday to Friday
- ...a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs. Develop and maintain genuine, long-term...
- Occupation Elevation is looking for experienced auditors to transition into strategic advisory work. The role supports senior finance leadership, focusing on complex accounting and finance transformation initiatives. Ideal candidates will have 3–6 years of experience in...Flexible hours
- ...About the Role Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry‑leading training, mentors, and products. As...Work at officeFlexible hours
- Full Time Professional Boca Raton, FL, US We are seeking a highly motivated Wealth Advisor to join our team and help us provide exceptional financial and investment planning services to our clients. As a client-facing role, you will collaborate with other service team ...Full timeWork at officeImmediate start
- ...experienced advisors and a robust training and financing program for new advisors. Advice-Centric Experience: Deliver holistic, personalized financial guidance with tools that enhance client relationships. Scalable Growth Support: From marketing and practice management...Full time
- Bank of America is hiring for the Financial Advisor position within the Merrill Advisor Development Program in Boca Raton, Florida. This role involves working with high-net-worth individuals to identify needs, build relationships, and deliver tailored investment recommendations...
$1,000 per month
...collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$70k
...by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications...Full timeWork at office- A growing independent wealth management practice is seeking a polished and client-focused professional to support advisors with client communication, onboarding, relationship management, and day-to-day operational activities. This individual will serve as a key point of...
$70k - $80k
...our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth...Work at officeLocal areaRemote work2 days per week
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