Personal Banker

Northern Trust•Chicago, IL

23d•$52,800 - $79,200

About The Position

Under direct supervision, the Personal/Universal Banker delivers exceptional client service while servicing clients with a full range of banking products and services. The role interacts with clients in person, by telephone, and by email to respond to inquiries and provide information. It also executes or submits administrative and operational activities related to clients and banking services, including account requests, account maintenance, money movements, and client inquiries. The role requires strict adherence to banking guidelines and procedures. The Personal Banker carries out account servicing and cash transactions, maintains accurate records, researches client issues, and coordinates with relationship management and NCSS teams as needed. The role also supports safe deposit box servicing where available, stays informed about products and compliance requirements, assists with service sales, monitors banking reports, and supports 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.
2–3 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 regulations, 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 wires and fund transfers, required documentation, account opening and closing, account maintenance, document imaging, and client issue research.
Handle paying and receiving activities, including cash transactions and daily balancing, while adhering to WM Lobby Banking Operations policies and procedures.
Understand the steps required for each client request and communicate with relationship management and NCSS teams to obtain information needed to complete activities.
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 learn about enhancements to partner and client technology and systems.
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; respond to client questions and assist in selling services to expand client relationships.
Monitor banking reports and assist with banking audits as directed by the Team Leader or Manager.