Senior Personal Banker

1 month ago


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

Northern Trust is a globally recognized, award-winning financial institution with a rich history dating back to 1889. As a Fortune 500 company, we provide 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 Senior 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. Execute and/or submit client account servicing activities within appropriate time frames, including but not limited to the processing of wires and fund transfers, opening and closing accounts, maintenance of accurate and complete account records, imaging of documents, and researching of client issues.
  2. Proactively communicate with relationship management and operations teams as appropriate to obtain necessary information to properly execute the requested activity.
  3. Handle paying and receiving activities, including cash transactions and daily balancing activities. Fully understand and adhere to all Wealth Management Lobby Banking Operations policies and procedures as documented on the Wealth Management Intranet.
  4. Assist with maintenance and servicing of Safe Deposit Boxes in offices where available.
  5. Demonstrate expertise in the setting up all types of client accounts and services. Review documentation for completeness and follow through to avoid documentation deficiencies relating to deposit accounts.
  6. Maintain a strong understanding of policies and procedures and address 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.
  7. Maintain a strong knowledge of the various business applications critical to client and account servicing, including on-line tools, and seek to expand knowledge of the latest enhancements to Northern Trust partner and client technology and/or systems in order to maintain highest standards of servicing.
  8. Keep informed of all new products and services to respond to client questions and to assist in selling services which results in expanding the overall client relationship.
  9. Monitor banking reports as well as provide assistance with banking audits as directed by the Team Leader / Manager.
  10. Serve as a mentor to fellow Personal Bankers, offering guidance, encouragement and direction as needed.
  11. Be called upon to 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 to 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 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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