Personal Banker

Northern Trust • Chicago, IL

21d

About The Position

Under direct supervision, the Personal/Universal Banker delivers an exceptional client service experience while servicing clients with a full range of banking products and services. The role interacts with clients in person, by telephone, and by email, responding to inquiries and providing requested information. It also executes or submits administrative and operational activities related to clients, accounts, and banking products and services, including account opening and closing, account maintenance, and money movements. The Personal Banker must follow applicable banking guidelines and procedures.

The role handles account servicing, cash transactions, daily balancing, and documentation; coordinates with relationship management and NCSS teams; and follows Northern Trust and Wealth Management risk management and compliance requirements. It also involves developing knowledge of banking applications, products, services, and technology; assisting with Safe Deposit Box servicing where available; and monitoring banking reports and assisting with audits as directed.

Requirements

• Strong client service, problem-solving, and organizational skills to identify, research, and resolve requests.
• Ability to think critically and work independently and as part of a team.
• Strong verbal and written communication skills.
• Two to three years of related experience.
• Applicants must be authorized to work in the U.S. without current or future employment-based visa sponsorship.

Nice To Haves

• Knowledge of federal regulation, banking guidelines, banking operations, products, and services acquired through related work experience is preferred.

Responsibilities

• Execute or submit client account servicing requests within appropriate time frames, including wire and fund transfer requests, required documentation, account opening and closing, account maintenance, recordkeeping, document imaging, and research of client issues.
• Handle paying and receiving activities, including cash transactions and daily balancing, while adhering to WM Lobby Banking Operations policies and procedures.
• Understand the required steps for client requests and communicate with relationship management and NCSS teams to obtain information needed to complete them.
• Follow Northern Trust and Wealth Management risk management and compliance guidelines and procedures, address activity requirements promptly, and escalate issues or concerns to management.
• Develop knowledge of business applications and online tools used for client and account servicing, and keep current with technology and system enhancements.
• Assist with maintenance and servicing of Safe Deposit Boxes in offices where available.
• Stay informed about Northern Trust and Wealth Management products, services, and compliance requirements to respond to client questions and assist in selling services that expand client relationships.
• Monitor banking reports and assist with banking audits as directed by the Team Leader or Manager.

Benefits

• Retirement benefits, including a 401(k) and pension.
• Health and welfare benefits, including medical, dental, vision, spending accounts, and disability coverage.
• Paid time off.
• Parental and caregiver leave.
• Life and accident insurance.
• Other voluntary and well-being benefits.
• Discretionary bonus program that may include an equity component.

What This Job Offers

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