Personal Banker
Northern Trust
Wealth Management Banking OperationsAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust 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:Executes and/or submits client account servicing requests within appropriate time frames, including but not limited to submitting wires and fund transfers, preparing required documentation, opening and closing accounts, maintenance of accurate and complete account records, imaging of documents, and researching of client issues.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.Develops a strong understanding of required steps involved with each request, communicating with relationship management and NCSS teams as appropriate to obtain necessary information to properly execute the requested activity.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.Develops 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.Assist with maintenance and servicing of Safe Deposit Boxes in offices where available.Keeps informed of new or existing Northern Trust and Wealth Management products, services and compliance requirements 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.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/or resolve requests. Ability to think critically and to work well independently and as part of a team. Strong verbal and written communication skills.Experience:2-3 years of related experienceWork AuthorizationApplicants 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 UsAs 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 AccommodationNorthern 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.
- ...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 or Portuguese preferred) within PNC's Retail Banking organization, you will be based at PNC's Hillsboro at...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work
- ...Personal BankerAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united... ...opportunity to contribute to the company's success. As a Personal Banker within PNC's Retail Banking organization, you will be based at...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work
$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- ...Personal Banker Associate IMake 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 Retail Personal...SuggestedWork experience placementWork at office
- ...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
$250k
...Personal Banker SAFE Act, Boca Raton Area Discover your future at Citi Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your...Full time- ...Associate Personal Banker (SAFE) 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 banking needs through in-branch interactions, scheduled...Work experience placementFlexible hours
$50.6k - $70.6k
Citi is seeking an entry-level Personal Banker in Boca Raton, Florida, responsible for executing sales and service activities alongside the customer service team. The role focuses on fostering customer loyalty and increasing sales to individual clients through innovative...Full time- Fifth Third Bank in Boca Raton, FL is seeking a Personal Banker Associate I to join our retail banking team. After a 4-8 week onboarding, you will rotate through operations and sales/service while building trusted customer relationships. You will use consultative selling...
- Major Duties Executes and/or submits client account servicing requests within appropriate time frames, including submitting wires and fund transfers, preparing required documentation, opening and closing accounts, maintaining accurate and complete account records, imaging...Work experience placementH1b
- PNC is seeking a Personal Banker (Bilingual in Spanish or Portuguese preferred) to join its Retail Banking team at the Hillsboro at Federal Branch in Deerfield Beach, FL. The role focuses on expanding the customer base, delivering a superior experience, and leveraging PNC...Work at office
- Citigroup Inc. is seeking an entry-level Personal Banker SAFE Act position designed to assist in the execution of sales, products and service activities in coordination with the customer service team. The goal is to foster relations with customers, build loyalty, and help...
$250k
The Personal Banker SAFE Act is an entry level position responsible for aiding the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty...Full time- The Personal Banker SAFE Act role at Citi in Boca Raton, FL is an entry-level position supporting sales and service activities in coordination with the customer service team. It emphasizes building customer loyalty and increasing sales among individual consumer clients....
- Citigroup Inc. is seeking a Personal Banker SAFE Act in Boca Raton, Florida. This entry-level position is responsible for assisting in sales and service activities, targeting consumer clients, and fostering strong customer relationships. Key responsibilities include managing...
$250k
...Personal Banker Safe Act The Personal Banker Safe Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster...$20.53 - $34.23 per hour
...clients--that includes all our associates as well. The Relationship Banker is responsible for driving branch growth by deepening existing... ...and equitable pay. The actual pay rate will depend on the person's qualifications and experience. Pay range: $20.53 - $34.23 / hour...Full timePart time- ...Expectations:This position is not eligible for Visa sponsorshipSpecific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide...Full timeWork experience placement
- ...Personal BankerAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united... ...opportunity to contribute to the company's success. As a Personal Banker within PNC's Retail Banking organization, you will be based at...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- Bank Of America Job Opportunity At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders...Work at officeFlexible hoursShift workWeekend workDay shift
- Citi in Boynton Beach, FL is seeking an entry-level Personal Banker SAFE Act to support sales and service activities with the customer service team. The role aims to build loyalty and increase sales to consumer clients while fostering strong customer relationships. Responsibilities...
- JPMorgan Chase in Boca Raton, FL seeks a client-focused banker to grow relationships and provide education and advice tailored to clients' financial needs. The role emphasizes trust, service quality, and a commitment to inclusion and integrity. You will collaborate with...
- Fifth Third Bank in Delray Beach, FL seeks a Personal Banker I to become part of the Retail Personal Banker career path after onboarding. You will engage customers using consultative selling, build relationships, and promote a wide range of Retail products and services....
- PNC Financial Services is seeking a Personal Banker for their Boca Raton branch. This role focuses on acquiring and deepening customer relations through proactive sales and service activities. Successful candidates will have experience in banking, strong customer service...
$54.6k
At Regions, the Senior Small Business Relationship Banker is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance...Full timeWork at officeFlexible hours- ...ensure each client receives the best products and services for their needs Partner with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts for specialized financial needs Make clients’ lives more...Afternoon shift
- Citibank (Switzerland) AG is hiring a Personal Banker SAFE Act in Boynton Beach, FL to support customer service and sales activities. The role focuses on building loyalty, cross-selling products, and delivering exceptional client experiences while adhering to Citi policies...
- Citi is seeking an entry-level Personal Banker in Boynton Beach, FL to assist in executing sales, products, and service activities with the customer service team. You will help foster customer loyalty and drive sales to individual consumer clients, while supporting branch...Full time
- Bank of America in Deerfield Beach, FL is hiring for a customer-facing role focused on educating clients and helping them conduct transactions through self-service channels. The position involves processing cash transactions accurately, having in-depth conversations to ...Weekend work
- Citi in Delray Beach, FL is seeking an entry-level Personal Banker under the SAFE Act to assist in sales and service activities in coordination with the customer service team. The role aims to foster customer relationships, increase loyalty, and drive sales to individual...
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