Sr Personal Banker

Northern Trust • Menlo Park, CA

1d • Onsite

About The Position

Northern Trust is a global leader in innovative wealth management, asset servicing, asset management, and banking services. Since 1889, the company has been guided by its principles of Service, Expertise, and Integrity. With over 135 years of financial experience and more than 24,000 partners, Northern Trust serves sophisticated clients using leading technology and exceptional service. This role involves understanding the business model, engaging subject matter experts, and providing maintenance and holistic advice on assigned client relationships through cross-selling and identifying client needs. The Personal Banker will execute and/or submit client account servicing activities, including processing wires and fund transfers, opening and closing accounts, maintaining accurate records, imaging documents, and researching client issues. Proactive communication with relationship management and NCSS teams is essential. The role also includes handling paying and receiving activities, cash transactions, daily balancing, and assisting with Safe Deposit Boxes where applicable. A strong understanding of policies, procedures, and banking applications is required, along with staying informed about new products and services. The Personal Banker will also monitor banking reports, assist with audits, and serve as a mentor to fellow Personal Bankers, sharing expertise and training others.

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.
• Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future.
• Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

Responsibilities

• Understanding the business model and engaging appropriate business unit subject matter experts to explore potential opportunities with the client.
• Provides maintenance and holistic advice on assigned relationships by cross selling and identifying client needs.
• Executes and/or submits 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.
• Proactively communicates with relationship management and NCSS teams as appropriate to obtain necessary information to properly execute the requested activity.
• Handles paying and receiving activities, including cash transactions and daily balancing activities.
• Fully understands and adheres to all WM Lobby Banking Operations policies and procedures as documented on the WM Intranet.
• Assist with maintenance and servicing of Safe Deposit Boxes in offices where available.
• Demonstrates expertise in the setting up all types of client accounts and services.
• Reviews documentation for completeness and follows through to avoid documentation deficiencies relating to deposit accounts.
• Maintains a strong understanding of policies and procedures and addresses 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.
• Maintains a strong knowledge of the various business applications critical to client and account servicing, including on-line tools, and seeks 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.
• Keeps 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.
• Monitors banking reports as well as provides assistance with banking audits as directed by the Team Leader / Manager.
• Serves as a mentor to fellow Personal Bankers, offering guidance, encouragement and direction as needed.
• Is called upon to share expertise in the deposit area of the bank and trains others as designated by the Team Leader/Manager.

Benefits

• retirement benefits (401k and pension)
• health and welfare benefits (medical, dental, vision, spending accounts and disability)
• paid time off
• parental and caregiver leave
• life & 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: Mid Level
• Education Level: No Education Listed