Admin/Personal Banker

Northern Trust•Philadelphia, PA

About The Position

The Admin/Personal Banker provides administrative support to office leadership and team members while processing banking transactions and delivering client service. The role supports office operations through calendar and meeting coordination, travel arrangements, document preparation, records management, data entry, expense tracking, visitor assistance, and coordination of office needs. The position also services client banking transactions, responds to client inquiries, coordinates account servicing with Relationship Managers, Wealth Management teams, and internal partners, and maintains knowledge of banking products and procedures. It supports safe deposit box servicing where applicable, banking reports, audits, operational reviews, and risk management activities. The role requires adherence to regulatory requirements, internal controls, and company policies, along with timely escalation of operational, service, compliance, or risk concerns. Applicants must be authorized to work in the United States without current or future employment-based visa sponsorship.

Requirements

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future.

Responsibilities

Provide administrative support to office leadership and team members, including calendar management, meeting coordination, and travel arrangements.
Prepare, process, and maintain business correspondence, reports, presentations, and other documentation.
Manage electronic and physical filing systems and maintain accurate records.
Perform data entry, verification, report generation, and information tracking.
Track departmental expenses, invoices, and vendor-related activities as needed.
Welcome and assist clients, visitors, and vendors, and respond to general office inquiries.
Support office readiness through supply management, facilities coordination, and administrative projects.
Process client banking transactions, including deposits, withdrawals, check processing, cash handling, and account opening and maintenance requests.
Perform cash balancing transactions as needed.
Serve as a primary point of contact for client inquiries and service requests.
Coordinate client transactions and account servicing with Relationship Managers, Wealth Management teams, and internal business partners.
Maintain knowledge of banking products, services, policies, and procedures; provide accurate information and identify opportunities to deepen client relationships.
Assist with the maintenance and servicing of Safe Deposit Boxes, where applicable.
Monitor banking reports and support audits, operational reviews, risk management activities, remediation, audit requests, and control-related initiatives.
Ensure banking activities comply with regulatory requirements, risk standards, internal controls, and applicable policies and procedures.
Maintain accurate and complete operational documentation and transaction records.
Identify and escalate operational, service, compliance, or risk concerns to management in a timely manner.