Universal Banker at Northern Trust

Delray Beach, Florida, United States

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Not SpecifiedCompensation

Entry Level & New GradExperience Level

Full TimeJob Type

UnknownVisa

Financial Services, Banking, Wealth ManagementIndustries

Requirements

Knowledge of federal regulation, banking guidelines, banking operations, products and services, acquired through related work experience (preferred)
Strong client service skills
Problem solving skills
Organizational skills to identify, research and/or resolve requests
Ability to think critically
Ability to work well independently and as part of a team
Strong verbal and written communication skills
2-3 years of related experience

Responsibilities

Executes and/or submits client account servicing requests within appropriate time frames, including submitting wires and fund transfers, preparing required documentation, opening and closing accounts, maintenance of accurate and complete account records, imaging of documents, and researching of client issues
Handles paying and receiving activities, including cash transactions and daily balancing activities; fully understands and adheres to all Wealth Management Lobby Banking Operations policies and procedures
Develops a strong understanding of required steps involved with each request, communicating with relationship management and operations teams as appropriate to obtain necessary information to properly execute the requested activity
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
Develops 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 to maintain highest standards of servicing
Assists with maintenance and servicing of Safe Deposit Boxes in offices where available
Keeps informed of new or existing Northern Trust and Wealth Management products, services and compliance requirements to respond to client questions and to assist in selling services which results in expanding the overall client relationship
Monitors banking reports as well as provides assistance with banking audits as directed by the Team Leader / Manager
Delivers an exceptional client service experience while servicing clients with a full range of banking products and services; interacts with clients in person, via telephone and email, responding to inquiries and providing information as requested
Executes and/or submits various administrative and operational activities related to clients, banking products and services, including establishing and/or submitting requests for new accounts, closing accounts, account maintenance, and money movement, as well as addressing client inquiries