Sr Personal Banker

Northern Trust•Sarasota, FL

About The Position

The Sr Personal Banker maintains and services client relationships, identifies client needs, provides holistic advice, and explores opportunities by engaging appropriate business-unit experts. The role carries out account servicing activities, including processing wires and fund transfers, opening and closing accounts, maintaining accurate records, imaging documents, and researching client issues. It also handles cash transactions, paying and receiving activities, and daily balancing, while following applicable lobby banking procedures. The position supports deposit account setup and servicing, reviews documentation for completeness, assists with safe deposit boxes where available, and follows Northern Trust and Wealth Management risk management and compliance requirements. The banker keeps current on banking products, services, applications, and tools; monitors banking reports; assists with audits; and mentors and trains fellow Personal Bankers as designated. Applicants must be authorized to work in the U.S. without current or future employment-based visa sponsorship.

Requirements

3–5 years of related experience.
Strong analytical, problem-solving, and organizational skills to identify, research, and 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.
Authorization to work in the U.S. without the need for employment-based visa sponsorship now or in the future.

Nice To Haves

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

Responsibilities

Understand the business model and engage appropriate business-unit subject matter experts to explore potential client opportunities.
Maintain assigned client relationships and provide holistic advice by cross-selling and identifying client needs.
Execute or submit client account servicing activities within appropriate time frames, including wires and fund transfers, account openings and closings, record maintenance, document imaging, and client issue research.
Communicate proactively with relationship management and NCSS teams to obtain information needed to complete requested activities.
Handle paying and receiving activities, cash transactions, and daily balancing in accordance with lobby banking policies and procedures.
Assist with the 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 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, and learn about technology and system enhancements.
Stay informed about products and services 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.
Mentor fellow Personal Bankers and share deposit-area expertise; train others as designated by the Team Leader or Manager.