Senior Banking Professional

1 month ago


Naples, Florida, United States Northern Trust Corporation Full time
About Northern Trust

Northern Trust is a globally recognized financial institution with a rich history dating back to 1889. As a Fortune 500 company, we pride ourselves on providing innovative financial services and guidance to the world's most successful individuals, families, and institutions.

Job Summary

We are seeking a highly skilled and experienced Sr. Personal Banker to join our team. As a key member of our Wealth Management team, you will be responsible for delivering exceptional client service experiences while servicing clients with a full range of banking products and services.

Key Responsibilities
  1. Understand the business model and engage with subject matter experts to explore potential opportunities with clients.
  2. Execute and/or submit client account servicing activities within appropriate time frames, including wire transfers, account openings, and maintenance of accurate records.
  3. Proactively communicate with relationship management and operations teams to obtain necessary information.
  4. Handle paying and receiving activities, including cash transactions and daily balancing.
  5. Assist with maintenance and servicing of Safe Deposit Boxes.
  6. Demonstrate expertise in setting up client accounts and services, reviewing documentation for completeness, and following through to avoid documentation deficiencies.
  7. Maintain a strong understanding of policies and procedures, addressing requirements in a timely fashion, and escalating any issues or concerns to management.
  8. Maintain a strong knowledge of business applications critical to client and account servicing, including online tools, and seek to expand knowledge of the latest enhancements to Northern Trust partner and client technology and/or systems.
  9. Keep informed of new products and services to respond to client questions and assist in selling services that expand the overall client relationship.
  10. Monitor banking reports and provide assistance with banking audits as directed by the Team Leader/Manager.
  11. Serve as a mentor to fellow Personal Bankers, offering guidance, encouragement, and direction as needed.
  12. Share expertise in the deposit area of the bank and train others as designated by the Team Leader/Manager.
Requirements
  • Knowledge of banking operations, products, and services, acquired through related work experience is preferred.
  • Knowledge of federal regulations and banking guidelines, usually acquired through related work experience or formal training.
  • Strong analytical, problem-solving, and organizational skills are required to identify, research, and/or resolve requests, as well as to manage conflicting priorities and workflow.
  • Ability to think critically and work well independently and as part of a team.
  • Strong verbal and written communication skills.
  • 3-5 years of related experience.
About Working with Us

As a Northern Trust partner, you will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. We encourage movement within the organization, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve.

We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.



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