Sr Personal Banker at Northern Trust

Key Biscayne, Florida, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Banking, Financial ServicesIndustries

Requirements

Previous years of experience (qualifications incomplete in description)
Strong understanding of banking policies, procedures, and Northern Trust/Wealth Management Risk Management and Compliance guidelines
Expertise in setting up all types of client accounts and services, including reviewing documentation for completeness
Strong knowledge of various business applications critical to client and account servicing, including online tools and Northern Trust partner/client technology/systems
Ability to work independently under general supervision
Full understanding and adherence to Wealth Management Lobby Banking Operations policies and procedures

Responsibilities

Deliver exceptional client service experience while servicing clients with a full range of banking products and services in person, via telephone, and email
Execute and/or submit administrative and operational activities, including opening/maintaining/closing client accounts, money movement (e.g., wires, fund transfers), preparing client materials/reports, resolving inquiries, and maintaining accurate recordkeeping
Provide maintenance and holistic advice on assigned relationships by identifying client needs and understanding the business model to engage appropriate subject matter experts for opportunities
Proactively communicate with relationship management and other service teams to obtain necessary information for executing activities
Handle paying and receiving activities, including cash transactions and daily balancing
Assist with maintenance and servicing of Safe Deposit Boxes where available
Maintain strong understanding of policies/procedures, adhere to guidelines, and escalate issues/concerns promptly
Keep informed of new products/services to respond to client questions and assist in selling services to expand relationships
Monitor banking reports and assist with banking audits as directed
Share expertise in deposit banking area and train others as designated

Skills

Key technologies and capabilities for this role

Client ServicingAccount ManagementMoney MovementRecordkeepingFinancial AdviceBanking OperationsClient InquiriesRelationship ManagementBanking Products

Questions & Answers

Common questions about this position

Is this a full-time position?

Yes, this is a full-time employment opportunity.

What is the work arrangement or location policy for this role?

This information is not specified in the job description.

What key skills are required for the Sr Personal Banker role?

Key skills include delivering exceptional client service, executing administrative and operational activities for banking products, handling money movement and account servicing, resolving client inquiries, and adhering to banking guidelines, procedures, and policies.

What is the company culture like at Northern Trust?

Northern Trust emphasizes principles of service, expertise, and integrity, providing innovative financial services with leading technology and exceptional service to sophisticated clients.

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

A strong candidate works independently under general supervision, demonstrates expertise in setting up client accounts and services, handles paying and receiving activities including cash transactions, and maintains a strong understanding of policies and procedures.