Sr Personal Banker
Northern Trust Corp
- # Sr Personal BankerApply: Bloomfield Hills, MI: Full time: Posted Today: R162463**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. **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.**
- J-18808-Ljbffr Northern Trust Corp
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Sr Personal Banker in Brooklyn, NY vacancy
$23 - $31.25 per hour
...Senior Personal Banker Job Locations US-NY-(Greenpoint) Brooklyn Job ID 2026-3237 # of Openings 1 Type Full-Time Category Retail Banking Overview The Senior Personal Banker is responsible for delivering exceptional...SeniorFull timeWork at officeAfternoon shiftKearny Bank
Brooklyn, NY4 days ago- Northern Trust Corp. seeks a Sr Personal Banker in the Bloomfield Hills, MI area to deliver exceptional client service and manage a full range of banking products. You will open, maintain and service client accounts, process wires and funds movements, and provide holistic...Senior
- Kearny Bank in Kentucky seeks a Senior Personal Banker to deliver exceptional service to existing and prospective clients, managing the full client experience and executing transactions with accuracy. The role emphasizes retention and growth through needs-based conversations...Senior
- Kearny Bank in Kentucky seeks a Senior Personal Banker to deliver exceptional service to existing and prospective clients, handling transactions accurately and building strong relationships. You will identify retention and growth opportunities through needs-based conversations...Senior
- PNC Financial Services Group, Inc. seeks a Senior Personal Banker to grow the branch customer base and deliver comprehensive financial solutions. You will engage clients in proactive sales conversations, leveraging ecosystem partners and centers of influence to expand relationships...SeniorWork at officeFlexible hours
- ...direction Evaluate customer relationships, new and existing account holders, to offer bank products and services Accountable for the personal achievement of monthly new account production as assigned by upper management Participate in an active sales environment that may...SeniorWork at officeFlexible hoursAfternoon shift
- ## Senior Personal BankerApply: FL - Palm Beach Gardens (33410): Full time: Posted Today: R238402# **Position Overview**At PNC, our people... ...to contribute to the company’s success. As a Senior Personal Banker within PNC's Retail Bank organization, this position may be...SeniorFull timeTemporary workPart timeWork experience placementBank staffWork at office
$44.86k - $57.4k
...local community! About Your Role Accurately process routine financial transactions for banking customers with an emphasis on personalized quality service. Contribute to the growth, profitability, and customer retention of the Branch by meeting sales and service...Work at officeLocal areaFlexible hoursNight shiftOceanFirst Bank
Corona, NY5 hours ago- ...aplacewhereyouhaveownership, employees are celebrated and growth is encouraged, both personally andprofessionally. At Guaranty Bank & Trust, we improve the... ...and employees. We are eager to welcome you as a new Personal Banker to our team who will help us continue to drive change, create a...Hourly payFull timeTemporary workPart timeWork at officeLocal areaVisa sponsorshipWork visa
Gbcijobs
Brooklyn, NY3 days ago - ...opening requests, such as trust accounts. Maintains in-depth knowledge of all non-equity loan options, including but not limited to personal, shares secured, auto, boat and recreational vehicles. Passes successfully the Credit Consultation Certification within three...Work from home
Arizona Federal Credit Union
Brooklyn, NY4 days ago $19 - $21 per hour
...to other lines of business and/or vendors that may provide needed services. Provides a variety of teller functions for customers in person, through the mail, or as assigned. Understands and follows Federal and State banking regulations and adheres to Bank policies,...Maine Community Bank
Brooklyn, NY4 days ago$44.86k - $57.4k
YOUR QUALIFICATIONS High school diploma or equivalent is required. 2-3 years experience in a direct customer service capacity, with 1-year prior cash handling, preferably in a retail banking environment, teller related experience preferred. Prior experience in ...OceanFirst Bank
Kew Gardens, NY2 days ago- PNC is seeking a Bilingual Spanish Personal Banker - Universal based in Longmont, CO. This in-office role emphasizes proactive customer engagement, sales, and service to deepen customer relationships and grow wallet share. The position requires Spanish language proficiency...Work at office
- Fifth Third Bank in Evansville, IN is seeking a Float Personal Banker Associate I to deliver exceptional customer service, handle daily transactions, and resolve inquiries while adhering to bank policies. Travel to various Financial Centers within the market is required...
- Fifth Third Bank in Indianapolis is seeking candidates for a Retail Personal Banker I in Indianapolis. The program runs 4-8 weeks with rotations in operations and Sales & Service, ending in a certification to qualify for the Retail Personal Banker role. You will use consultative...
- Job Description The Personal Banker is responsible for acquiring new consumer and small business customers and expanding relationships with existing customers. He or she serves as a proactive member of the branch team as the initial sales and service contact for new and...For contractors
- # Personal BankerPemberville - Pemberville, OH 43450## OverviewPosition TypeFull Time## Description**We want U to be part of our team!*... ...Reimbursement* **And more!**We are currently searching for a **Personal Banker!**Under the direction of the Branch Manager, the Personal...Local area
- Fifth Third Bank in Niles, IL is seeking a Retail Personal Banker I for a 4-8 week onboarding with rotations in operations and Sales & Service. The role focuses on using consultative sales to identify financial needs and to acquire new households and deepen existing relationships...
- Prosperity Bank is seeking a Personal Banker I (Full Time) for the West Columbia Banking Center. The role focuses on opening, closing, and maintaining customer accounts, assisting clients with inquiries, and identifying sales opportunities to meet referral goals. You will...Full time
- ...Estherville, IA 51334, USA Description Essential Functions & Responsibilities Include, but are not limited to: Provides extensive personalized customer services to depositors with specific banking needs. Provides personal banking account advice, including suggestions for...Work experience placementLocal area
$22 - $28 per hour
...also consistently rated a 5-star Bank in Washington State by Bauer Financial, an independent bank rating firm. POSITION SUMMARY A Personal Banker is responsible for selling a full range of banking services and products with an emphasis on growing customer relationships and...Bank staffWork at officeShift work- Fifth Third Bank in Plainfield, IN seeks a Personal Banker Associate I to begin with a 4‑8 week onboarding program including rotations in operations and Sales & Service. After completion, you will advance to a Retail Personal Banker role, focusing on consultative needs...
$20.04 - $26.05 per hour
...this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Personal Banker Medfield Branch, Medfield, MA, US 6 days ago Requisition ID: 1019 Salary Range: $20.04 To $26.05 Hourly Job Summary:...Hourly payFull timeTemporary workPart timeFlexible hoursDay shift$22.9 - $26.33 per hour
...this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Personal Banker Full Time Equivalent Staff Lodi, CA, US 5 days ago Requisition ID: 1065 Salary Range: $22.90 To $26.33 Hourly Department:...Hourly payFull timeWork experience placementLocal area- Civista Bank is seeking a Personal Banker I in Kentucky to build and maintain customer relationships using a consultative sales approach. You will provide sales, service and operational support to the retail banking team, helping customers achieve financial goals and navigate...
$25.42 per hour
Personal Banker II/III - Metro Branch Start a career with First National Bank Alaska, the *Best Place to Work in Alaska* as recognized 11 years in a row by Alaska Business magazine readers. Join a Team Dedicated to Exceptional Customer Service! The Personal Banker creates...Contract workBank staffLocal areaMonday to Friday- Fifth Third Bank is hiring for a Personal Banker Associate I in Indianapolis, IN. The role begins with a 4-8 week onboarding and rotations in operations and sales, culminating in a certification to perform as a Retail Personal Banker. The position emphasizes consultative...
$5,000 per month
Description Blaze is currently hiring for a Personal Banker at our Plymouth branch. As a Personal Banker, you are the frontline of Blaze and a trusted financial guide for Members. You’ll engage directly with members to understand their goals, identify their financial needs...Currently hiringRelocation packageMonday to Friday- Fifth Third Bank in Covington, Kentucky is seeking a Personal Banker I to join our Retail Banking team. After a 4-8 week onboarding and education program, you will help customers identify financial solutions and open accounts, with a focus on building relationships and...Full time
- ...community bank known for its culture of delivering quality service, personalized banking solutions, and innovative use of technology for more... ...in every location in which we have facilities. The Personal Banker position is included in a workplace model that does not allow...Temporary workLocal areaMonday to FridayFlexible hoursRotating shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Sr Personal Banker. Be the first to apply!
Related searches
- private banker Brooklyn, NY
- private mortgage banker Brooklyn, NY
- personal banker Brooklyn, NY
- senior business development Brooklyn, NY
- american senior communities Brooklyn, NY
- senior content manager Brooklyn, NY
- senior devops engineer remote Brooklyn, NY
- senior information technology project manager Brooklyn, NY
- senior vmware engineer Brooklyn, NY
- sr electrical engineer Brooklyn, NY