Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Sr Personal Banker

Full-time

Northern Trust

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 worlds 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 24000 partners we serve the worlds most sophisticated clients using leading technology and exceptional service.

Under general supervision (but works independently most of the time) the Personal Banker will be responsible for delivering an exceptional client service experience while servicing clients with a full range of banking products and services. Responsible for executing and/or submitting various administrative and operational activities related to clients banking products and services. Interacts with clients in person via telephone and Email responding to inquiries and providing information as requested. Primary activities include but are not limited to establishing and/or submitting requests for opening maintaining and servicing client accounts executing money movement preparing and producing client materials and reports resolving client inquiries as well as maintaining complete and accurate recordkeeping. Provide maintenance and holistic advice on assigned relationships by cross selling and identifying client needs.

Of critical importance is their adherence to the required banking guidelines procedures and policies involved with requested activities. Additionally the Sr. Personal Banker may be to serve as a mentor to fellow Personal Bankers and to strive to help evolve the processes procedures and operating environment of their Wealth Management team.

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 basic banking 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.

  • The successful candidate will have:

    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 Trusts 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 or alternatively you can discuss your individual requirements with the recruiter you are working with.

Required Experience:

Senior IC

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Sr Personal Banker in Bloomfield Hills, MI vacancy
  •  ...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 Branch organization, you will be based in Troy, Michigan at the Big Beaver / I-75 Branch. PNC is an in-office... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Troy, MI
    2 days ago
  • Description POSITION SUMMARY: At F&M, our personal bankers do more than handle requests; they establish and nurture lasting relationships with our valued customers. We are industry leaders because people trust us to handle their financial transactions with the utmost... 
    Suggested
    Hourly pay
    Work at office

    F

    Troy, MI
    3 days ago
  • $150k - $200k

    Sr. Manager/Principal - Audit & AssuranceJoin an established, highly respected public accounting firm in Michigan where a $150,000-$200,000 salary, senior-level autonomy, and executive leadership are waiting for a seasoned audit professional ready to drive practice growth... 
    Senior
    Full time

    CyberCoders

    Troy, MI
    1 day ago
  • location_onBirmingham, West MidlandsacutePermanentBanking & Finance Solicitor (Associate / Senior Associate) | Leading Firm | BirminghamAn excellent opportunity has arisen for an Associate or Senior Associate to join a highly respected Banking & Finance team in Birmingham...
    Senior

    LHH

    Birmingham, MI
    2 days ago
  • $22.28 - $23.51 per hour

     ...Personal Banker InTouch Credit Union 3175 S. Rochester Road Rochester Hills, MI 48307 USA Position Description Job Type Full-time Designated safety-sensitive position. Must successfully pass pre-employment drug screen (which will include marijuana... 
    Suggested
    Full time
    Work at office
    Immediate start
    Monday to Friday

    Credit Union Executives Society

    Rochester Hills, MI
    2 days ago
  • Company DescriptionCareer Guidant, an internationally acclimed, trusted multi-faced orgiansation into Information Technology Custom Learning Services for Enterprises, Lateral Staffing Solutions, Information Technology Development & Consulting, Infrastructure & Facility ...
    Senior

    Career Guidant

    Troy, MI
    3 days ago
  • $70k - $161k

     ...support of new and existing loans. Review and analyze applications, financials statements, credit reports, etc.Spread business and personal financial statements and tax returns using Moody's software to analyze multi-year trends and ratios fromfinancial information.... 
    Senior
    Full time
    Work at office
    Remote work
    Work from home
    Flexible hours

    The Huntington National Bank

    Bloomfield Hills, MI
    2 days ago
  •  ...step? 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.... 
    Work experience placement
    Work at office

    Fifth Third Bancorp

    Auburn Hills, MI
    5 days ago
  • $70k - $154k

    DescriptionThis position can be located at any Huntington corporate office. The SeniorCommercial Portfolio Manager - Technology Finance underwrites credit exposure for large, complex customer relationships and circumstances. Includes day-to-day interaction with assigned...
    Senior
    Full time
    Remote work
    Work from home
    Flexible hours

    The Huntington National Bank

    Bloomfield Hills, MI
    4 days ago
  •  ...Job Title Private Banker in the U.S. Private Bank Job Description We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank... 
    Temporary work
    Work experience placement
    Local area

    JPMorgan Chase

    Birmingham, MI
    6 days ago
  • Business Analyst The Business Analyst will work with our IVR Team for Client's Customer Engagement Team and Performing Servicing Team, as well as other Lines of Business across the Bank. Elicits requirements using interviews, data analysis, workshops, use cases, ...
    Senior

    United IT

    Troy, MI
    5 days ago
  •  ...Job Description Our Opportunity: The Senior Relationship Banker/Senior Member Advisor will support CCF by developing and nurturing...  ...service promises through inbound calls, outbound calls, email, and in-person interactions.   What You'll Do in This Role: Utilizes a... 
    Senior
    Temporary work
    Work at office
    Monday to Friday
    Flexible hours

    CORNERSTONE COMMUNITY FINANCIAL CREDIT UNION

    Royal Oak, MI
    28 days ago
  •  ...United StatesEmployment Type: 1099, C2C, W-2Client: NessContact: Meghana GorusuCompany: SRI Tech SolutionsNo: Of Openings: 2Job Title: Sr Snowflake EngineerLocation: Remote, USA with occasional travel to Troy, MI, Cleveland, OH or Hicksville, NYDuration: ContractWe are... 
    Senior
    Remote work

    SRI Tech

    Troy, MI
    1 day ago
  •  ...Sr. Internal Auditor Conduct financial, operational, and compliance audits, supporting SOx compliance and risk assessments in a manufacturing environment. Job #128632 Manufacturing Calvert, Alabama Apply Now Talascend is currently seeking a Sr. Internal... 
    Senior
    Full time
    Local area
    Work from home
    Relocation package
    2 days per week

    Talascend

    Troy, MI
    1 day ago
  •  ...Sr. Sales Manager\n\nTimpl has partnered with one of the largest, tier-1 automobile manufacturers to\nrecruit a Sr. Sales Manager responsible for managing current businesses and\ndeveloping new business opportunities. \n\nMain Responsibilities:\n * Responsible for directly... 
    Senior

    Timpl

    Troy, MI
    2 days ago
  • Job Summary The Corporate Counsel/In House Attorney role is responsible for representing the Company and its operating affiliates and subsidiaries in a broad variety of transactional matters, including drafting and negotiation of commercial and real estate contracts...
    Senior
    Contract work

    Simon Group Holdings

    Birmingham, MI
    9 hours ago
  • $120k

    Central Transport is one of the nation's most trusted and technologically advanced Less-Than-Truckload (LTL) carriers. With an ever-growing network of terminals nationwide, our team of dedicated professionals provide safe and efficient service to the United States, Canada...
    Senior
    Work at office
    Local area
    Weekend work
    Afternoon shift

    Central Transport

    Pontiac, MI
    5 days ago
  • Sr Account Manager Distribution - Great Lakes RegionWhy join Aptiv? You'll have the opportunity to work on cutting-edge applications, develop breakthrough technologies, and deliver innovative solutions to some of the world’s leading automotive brands. See your work come... 
    Senior
    Permanent employment
    Full time
    Relocation package

    Control Tec

    Troy, MI
    3 days ago
  • Job-ID32187261Reference26-01293Job Title: Sr. Occupant Safety EngineerAbout Kyyba:Founded in 1998 and headquartered in Farmington Hills, MI, Kyyba has a global presence delivering high-quality resources and top-notch recruiting services, enabling businesses to effectively... 
    Senior
    Visa sponsorship
    Work visa

    Kyyba

    Troy, MI
    3 days ago
  • We are Aptiv - a global technology company with 190,000 specialists in 46 countries. We develop innovative software and build the hardware to bring autonomous driving cars, advanced driver-assistance systems, connected vehicles and smart cities to life in a way that only...
    Senior
    Full time
    Work at office
    Relocation package

    Control Tec

    Troy, MI
    5 days ago
  • Job-ID32179934Reference26-01269 Job Title: (Sr. Quality Assurance Engineer)About Kyyba:Founded in 1998 and headquartered in Farmington Hills, MI, Kyyba has a global presence delivering high-quality resources and top-notch recruiting services, enabling businesses to effectively... 
    Senior
    Permanent employment
    Work experience placement
    Local area

    Kyyba

    Troy, MI
    1 day ago
  • Job Description Job Description Description: Prospecting & Cold Outreach: Identifying key decision-makers at OEMs and Tier 1s Relationship Mapping: Understanding the complex hierarchy of automotive organizations to find the actual budget holders Requirement...
    Senior
    Contract work

    Segula Technologies USA Inc

    Troy, MI
    a month ago
  • Company DescriptionSonSoft Inc. is a USA based corporation duly organized under the laws of the Commonwealth of Georgia. SonSoft Inc is growing at a steady pace specializing in the fields of Software Development, Software Consultancy, and Information Technology Enabled ...
    Permanent employment
    Full time
    H1b

    Sonsoft

    Troy, MI
    3 days ago
  • DescriptionTyler Technologies is seeking an experienced Senior Full-Stack Software Engineer to help build our next-generation Civil Process platform. Civil Process is a complete civil process solution that supports agencies from document receipt through payment and final...
    Senior

    Tyler Technologies

    Troy, MI
    3 days ago
  • $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

    Unavailable

    Troy, MI
    3 days ago
  •  ...Benefits: Health insurance Paid time off Vision insurance 401(k) 401(k) matching Dental insurance Job Title: Sr Data Architect Reports To: Chief Operating Officer Job Summary: The Sr Data Architect serves as the primary hands-on owner across systems... 
    Senior
    Part time
    Work from home
    Flexible hours

    Goldfish Swim School Franchising, LLC

    Troy, MI
    5 days ago
  • $61k - $119k

     ...your client base by making new connections, maintaining a strong referral network, and providing a great client experienceBuild personalized, holistic financial plans tailored to every client's unique needsManage your client's financial plans to help them achieve their... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Troy, MI
    2 days ago
  • DescriptionThis is a remote position; seeking local candidate to Columbus, OH preferably or within corporate footprint (see location details). We are seeking a highly experienced Senior Principal Software Developer (AI Cybersecurity) to lead the design, development, deployment...
    Senior
    Full time
    Work at office
    Local area
    Remote work
    Work from home
    Flexible hours

    The Huntington National Bank

    Birmingham, MI
    1 day ago
  • Job Description Job Description Senior Financial Reporting Analyst Our Robert Half client is a growing, publicly traded company seeking a Senior Financial Reporting Analyst. This role offers exposure to corporate and business unit leaders, varied accounting and...
    Senior
    Work at office
    Immediate start

    Robert Half

    Bloomfield Hills, MI
    19 days ago
  •  ...opportunity to contribute to the company's success. As a Relationship Banker Business Specialist within PNC's Retail Branch organization,...  ...(EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age,... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Berkley, MI
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Sr Personal Banker. Be the first to apply!