Sr Personal Banker at Northern Trust

Bonita Springs, Florida, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Banking, Financial ServicesIndustries

Requirements

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)

Responsibilities

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

Skills

Key technologies and capabilities for this role

Client ServiceBanking ProductsTeller TransactionsCash HandlingAccount ManagementMoney MovementCross-SellingInquiry ResolutionRecordkeepingComplianceMentoring

Questions & Answers

Common questions about this position

Is this position remote or office-based?

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

What is the salary range for the Sr Personal Banker role?

This information is not specified in the job description.

What are the key responsibilities of a Sr Personal Banker?

Key responsibilities include understanding the business model to explore client opportunities, executing client account servicing activities like wires and account maintenance, proactively communicating with teams, and handling cash transactions while adhering to banking guidelines.

What does the team environment look like for this role?

The Sr Personal Banker works under general supervision but independently most of the time, serves as a mentor to fellow Personal Bankers, and helps evolve processes within the Wealth Management team.

What makes a strong candidate for the Sr Personal Banker position?

Strong candidates excel at delivering exceptional client service, cross-selling products, handling administrative and cash transactions accurately, adhering to banking policies, and mentoring junior bankers while working independently.