Sr Personal Banker

Senior Personal Banker

Delivers an exceptional client service experience by servicing clients with a full range of banking products and services. Executes administrative and operational activities related to client accounts, money movement, reporting, and inquiry resolution across in-person, phone, and email channels.

Ensures adherence to banking guidelines, procedures, and policies, escalating issues as needed. Supports fellow Personal Bankers and contributes to continuous improvement of Wealth Management processes.

Key Responsibilities

• Understands the business model and engages appropriate business unit subject matter experts to explore potential opportunities with the client. Provides maintenance and holistic advice on assigned relationships by identifying client needs.
• Executes and/or submits client account servicing activities within appropriate time frames, including but not limited to processing wires and fund transfers, opening and closing accounts, maintaining accurate and complete account records, imaging documents, and researching client issues.
• Proactively communicates with Relationship Management and National Client Support Services 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 Wealth Management Lobby Banking Operations policies and procedures, as documented in internal database.
• Assists with maintenance and servicing of safe deposit boxes in offices where available.
• Demonstrates expertise in setting up all types of client accounts and services. Reviews documentation for completeness and follows through to avoid documentation deficiencies relating to deposit accounts.
• Follows Northern Trust and Wealth Management Risk Management and Compliance guidelines and procedures, escalating any issues and/or concerns to management.
• Maintains strong knowledge of the various business applications critical to client and account servicing, including online tools, and seeks to expand knowledge of the latest enhancements to Northern Trust partner and client technology and/or systems to maintain the highest standards of service.
• Keeps informed of all new products and services to respond to client questions and to assist in recommending services, resulting in expansion of the overall client relationship.
• Monitors banking reports and provides assistance with banking audits as directed by the Team Leader/Manager.
• Serves as a mentor to fellow Personal Bankers, providing guidance and support as needed.
• Shares deposit-area expertise and supports cross-training as designated by the Team Leader/Manager.

Preferred/required qualifications include:

• Knowledge of banking operations, products, and services (acquired through related work experience), preferred.
• Knowledge of federal regulations and banking guidelines (acquired through related work experience or formal training).
• Strong analytical, problem-solving, and organizational skills to identify, research, and/or resolve requests and manage conflicting priorities and workflow.
• Ability to think critically and work well independently and as part of a team.
• Strong verbal and written communication skills.
• 35 years of related experience.

In Office

This is an office-based position and for the effective performance of this role, the duties and responsibilities must be carried out onsite.

Salary Range:

$64,170 - 102,810 USD

Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.

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

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