Sr Personal Banker at Northern Trust

Naples, 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
Expertise in servicing clients with a full range of banking products and services
Proficiency in executing/submitting administrative and operational activities (e.g., opening/maintaining accounts, money movement, recordkeeping)
Skills in interacting with clients in person, via telephone, and email
Capability to handle universal banker tasks, including cash transactions via teller system
Strong understanding of banking guidelines, procedures, policies, Risk Management, and Compliance
Knowledge of business applications, online tools, and Northern Trust partner/client technology/systems
Ability to serve as a mentor to fellow Personal Bankers and contribute to process evolution
Office-based onsite performance required

Responsibilities

Understand the business model and engage appropriate business unit subject matter experts to explore client opportunities
Provide maintenance and holistic advice on assigned relationships by cross-selling and identifying client needs
Execute/submit client account servicing activities (e.g., wires/fund transfers, opening/closing accounts, record maintenance, document imaging, issue research) within appropriate time frames
Proactively communicate with relationship management and Operations teams for necessary information
Handle paying and receiving activities, including cash transactions and daily balancing; adhere to Wealth Management Lobby Banking Operations policies/procedures
Assist with maintenance and servicing of Safe Deposit Boxes where available
Set up all types of client accounts and services; review documentation for completeness to avoid deficiencies
Maintain strong understanding of policies/procedures; address activities timely in adherence to guidelines, escalating issues to management
Maintain strong knowledge of critical business applications and expand knowledge of technology/system enhancements

Skills

Key technologies and capabilities for this role

client servicebanking productscash transactionsaccount managementmoney movementcross sellingrecordkeepingclient inquiriesteller systemmentoring

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 and engaging experts for client opportunities, executing client account servicing activities like wires and account maintenance, proactively communicating with teams, and handling cash transactions with adherence to policies.

What is the company culture like at Northern Trust?

Northern Trust emphasizes enduring principles of service, expertise, and integrity, providing innovative financial services with leading technology and exceptional service to sophisticated clients, while fostering a collaborative environment where senior roles mentor others and evolve team processes.

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

Strong candidates should have experience delivering exceptional client service, handling banking operations like cash transactions and account servicing independently, cross-selling products, mentoring junior bankers, and adhering strictly to banking guidelines and policies.