Sr Personal Banker at Northern Trust

Bonita Springs, Florida, United States

Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Banking, Financial ServicesIndustries

Works under general supervision but independently most of the time
Ability to deliver exceptional client service experience
Knowledge of full range of banking products and services
Proficiency in executing/submitting administrative and operational activities (e.g., opening/maintaining/servicing accounts, money movement, recordkeeping)
Skills in interacting with clients in person, via telephone, and email
Experience with universal banker tasks, including cash transactions via teller system
Adherence to banking guidelines, procedures, policies, Risk Management, and Compliance guidelines
Expertise in setting up all types of client accounts and services, reviewing documentation
Strong knowledge of business applications, online tools, and Northern Trust systems/technology
Office-based (onsite performance required)

Understanding the business model and engaging appropriate business unit subject matter experts to explore potential opportunities with the client
Providing maintenance and holistic advice on assigned relationships by cross-selling and identifying client needs
Executing and/or submitting client account servicing activities within appropriate time frames (e.g., processing wires/fund transfers, opening/closing accounts, maintaining records, imaging documents, researching issues)
Proactively communicating with relationship management and Operations teams to obtain necessary information
Handling paying and receiving activities, including cash transactions and daily balancing
Adhering to all Wealth Management Lobby Banking Operations policies and procedures
Assisting with maintenance and servicing of Safe Deposit Boxes where available
Reviewing documentation for completeness to avoid deficiencies relating to deposit accounts
Maintaining strong understanding of policies/procedures and addressing requirements in timely fashion, escalating issues to management
Serving as a mentor to fellow Personal Bankers and helping evolve processes, procedures, and operating environment
Resolving client inquiries, preparing/producing client materials and reports