Senior Personal Banker

Northern Trust•St. Petersburg, FL

13d

About The Position

The Senior Personal Banker maintains assigned client relationships by providing holistic advice, identifying client needs, and cross-selling appropriate services. The role handles client account servicing activities, including transfers, account openings and closings, record maintenance, document imaging, and researching client issues. It also performs paying and receiving activities, cash transactions, and daily balancing, and may assist with safe deposit boxes where available. The position requires strong knowledge of deposit accounts, banking operations, products and services, federal regulations, and banking guidelines. The Senior Personal Banker follows Northern Trust and Wealth Management risk management and compliance procedures, escalates concerns, monitors banking reports, and assists with audits. The role also keeps current on products, services, and business applications, and mentors and trains fellow Personal Bankers as designated.

Requirements

3–5 years of related experience.
Knowledge of banking operations, products, and services, preferably acquired through related work experience.
Knowledge of federal regulations and banking guidelines, acquired through related work experience or formal training.
Strong analytical, problem-solving, and organizational skills to identify, research, and resolve requests and manage competing priorities and workflow.
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.

Responsibilities

Understand the business model and engage appropriate subject matter experts to identify potential client opportunities.
Maintain assigned relationships and provide holistic advice by identifying client needs and cross-selling services.
Execute or submit client account servicing activities within appropriate time frames, including wires and fund transfers, account openings and closings, account-record maintenance, document imaging, and research of client issues.
Communicate proactively with relationship management and NCSS teams to obtain information needed to complete client requests.
Handle paying and receiving activities, cash transactions, and daily balancing in accordance with WM Lobby Banking Operations policies and procedures.
Assist with maintenance and servicing of safe deposit boxes in offices where available.
Set up client accounts and services, review documentation for completeness, and follow through to prevent deposit-account documentation deficiencies.
Follow Northern Trust and Wealth Management risk management and compliance policies and procedures, address activity requirements promptly, and escalate issues or concerns to management.
Maintain knowledge of business applications and online tools, and learn about enhancements to Northern Trust partner and client technology and systems.
Stay informed about products and services to answer client questions and assist with selling services that expand client relationships.
Monitor banking reports and assist with banking audits as directed by the Team Leader or Manager.
Mentor fellow Personal Bankers and share deposit-area expertise; train others as designated by the Team Leader or Manager.