Admin/Personal Banker

Northern Trust • Philadelphia, PA

5d

About The Position

The Admin/Personal Banker provides administrative support to office leadership and team members while delivering personal banking services and client support. The role handles office coordination, records, correspondence, reporting, expenses, client and visitor assistance, and operational readiness. It also processes banking transactions, supports account servicing, coordinates with relationship and wealth management teams, monitors banking reports, and helps maintain compliance with regulatory requirements, risk standards, and internal controls.

The position requires adherence to Northern Trust, Wealth Management, and Banking Operations policies and procedures. The employee is expected to maintain accurate operational documentation and transaction records, promptly escalate service, operational, compliance, or risk concerns, and support remediation, audits, and control-related initiatives. Applicants must be authorized to work in the U.S. 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 record retention and organization.
• Perform data entry, verification, report generation, and information tracking for business operations and leadership reporting.
• Track departmental expenses, invoices, and vendor-related activities as needed.
• Welcome and assist clients, visitors, and vendors, and respond to general office inquiries.
• Coordinate office requests with appropriate business partners and support operational 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 with Relationship Managers, Wealth Management teams, and internal business partners on client transactions and account servicing.
• Maintain knowledge of banking products, services, policies, and procedures to provide accurate information and identify opportunities to deepen client relationships.
• Assist with Safe Deposit Box maintenance and servicing, where applicable.
• Monitor banking reports and support audits, operational reviews, and risk management activities.
• Complete banking activities in compliance 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.
• Support remediation activities, audit requests, and control-related initiatives as required.

Benefits

• Flexible and collaborative work culture.
• Movement within the organization is encouraged.
• Senior leaders are accessible.
• Inclusive workplace.
• Opportunity to assist communities through the company’s philanthropic culture.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed