Personal Banker

Northern Trust • Atlanta, GA

16d

About The Position

The Personal Banker supports client and account servicing activities for Northern Trust’s Wealth Management business. The role processes client requests such as wire and fund transfers, account openings and closures, account maintenance, document imaging, and issue research, while ensuring records are accurate and complete. It also handles cash transactions, paying and receiving activities, and daily balancing in accordance with applicable operating procedures.

The position coordinates with relationship management and NCSS teams to gather information and execute requests correctly. It follows Northern Trust and Wealth Management risk management and compliance requirements, escalates concerns promptly, and develops proficiency with business applications and online tools used for client servicing. The Personal Banker also keeps current on products, services, and compliance requirements to respond to client questions and support service expansion, assists with safe deposit box servicing where available, and helps monitor banking reports and audits as directed.

Requirements

• Two to three years of related experience.
• Strong client service, problem-solving, and organizational skills.
• Ability to think critically and work independently and as part of a team.
• Strong verbal and written communication skills.
• Authorization to work in the United States without the need for employment-based visa sponsorship now or in the future.

Nice To Haves

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

Responsibilities

• Execute or submit client account servicing requests within appropriate time frames, including wires and fund transfers, account documentation, account openings and closings, account maintenance, document imaging, and research of client issues.
• Handle paying and receiving activities, including cash transactions and daily balancing, while following Wealth Management Lobby Banking Operations policies and procedures.
• Coordinate with relationship management and NCSS teams to obtain information needed to execute client requests properly.
• Follow Northern Trust and Wealth Management risk management, compliance, and operational procedures, and promptly escalate issues or concerns to management.
• Develop and maintain knowledge of business applications and online tools used for client and account servicing, including 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 answer 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.

What This Job Offers

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