Sr. Personal Banker

Northern Trust • Oakbrook Terrace, IL

13d • Onsite

About The Position

Northern Trust is a global leader in wealth management, asset servicing, asset management, and banking services. This is an office-based position where the Personal/Universal Banker is responsible for delivering an exceptional client service experience while servicing clients with a full range of banking products and services. The role involves executing and/or submitting various administrative and operational activities related to clients, banking products and services. Interaction with clients occurs in person, via telephone, and email, responding to inquiries and providing information. Primary activities include opening, maintaining, and servicing client accounts, executing money movement, preparing client materials and reports, resolving client inquiries, and maintaining accurate records. The role also involves providing maintenance and holistic advice on assigned relationships by cross-selling and identifying client needs, while strictly adhering to banking guidelines, procedures, and policies. The Personal/Universal Banker is expected to mentor fellow Bankers and contribute to the evolution of processes and procedures within their Wealth Management team.

Requirements

• 3-5 years of related experience.
• 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.
• Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future.

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 operations 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 Wealth Management Lobby Banking Operations policies and procedures.
• 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.
• Will be cross trained on the Northern Trust teller system.

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