Senior Personal Banker

Northern Trust•St. Petersburg, FL

13d

About The Position

The Senior Personal Banker provides maintenance and holistic advice for assigned client relationships, identifies client needs, and explores opportunities by engaging appropriate business unit experts. The role performs client account servicing, including transfers, account opening and closing, record maintenance, document imaging, and issue research. It also handles cash transactions and daily balancing, supports safe deposit box servicing where available, and ensures deposit account documentation is complete. The Senior Personal Banker follows Northern Trust and Wealth Management risk management, compliance, and operating procedures, promptly escalating concerns. The position requires familiarity with banking applications and client-service technology, knowledge of products and services, and the ability to assist with banking reports and audits. The role also mentors Personal Bankers and may train others in deposit banking.

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.
Ability to identify, research, or resolve requests and manage conflicting priorities and workflow.
Ability to think critically and work independently and as part of a team.
Strong verbal and written communication skills.
Must be authorized 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 explore opportunities with clients.
Maintain and advise assigned client relationships, cross-sell services, and identify client needs.
Execute or submit client account servicing activities within required timeframes, including processing wires and fund transfers, opening and closing accounts, maintaining accurate records, imaging documents, and researching client issues.
Communicate proactively with relationship management and NCSS teams to obtain information needed to complete client requests.
Handle paying and receiving activities, including cash transactions and daily balancing, while following WM Lobby Banking Operations policies and procedures.
Assist with maintaining and servicing Safe Deposit Boxes in offices where available.
Set up client accounts and services, review documentation for completeness, and follow up to prevent deposit account documentation deficiencies.
Follow Northern Trust and Wealth Management risk management and compliance requirements, address activity requirements promptly, and escalate concerns to management.
Maintain knowledge of business applications and online tools, and learn about enhancements to partner and client technology and systems.
Stay informed about products and services to answer client questions and assist in selling services.
Monitor banking reports and assist with banking audits as directed by the Team Leader or Manager.
Mentor fellow Personal Bankers and provide guidance as needed.
Share deposit-area expertise and train others as designated by the Team Leader or Manager.