Personal Banker

Northern Trust • Atlanta, GA

16d

About The Position

The Personal Banker executes client account servicing requests and supports lobby banking operations in accordance with Northern Trust and Wealth Management policies, procedures, risk management, and compliance guidelines. The role handles cash transactions and daily balancing, maintains accurate account records, and works with relationship management and NCSS teams to gather information needed to complete client requests. The Personal Banker also develops knowledge of banking products, services, and business applications, responds to client questions, and helps expand client relationships by assisting with service sales. Additional duties include assisting with safe deposit box servicing where available and supporting 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 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, documentation, account openings and closings, account maintenance, document imaging, and researching client issues.
• Handle paying and receiving activities, including cash transactions and daily balancing, while following WM Lobby Banking Operations policies and procedures.
• Coordinate with relationship management and NCSS teams to obtain information needed to properly complete client requests.
• Follow Northern Trust and Wealth Management risk management and compliance guidelines, address activity requirements promptly, and escalate issues or concerns to management.
• Maintain knowledge of business applications and online tools used for client and account servicing, including relevant 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; 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.

What This Job Offers

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