Personal Banker Jobs

About The Position

Requirements

• 3–5 years of related experience.
• Strong analytical, problem-solving, and organizational skills 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.
• 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 relationships, provide holistic advice, identify client needs, and cross-sell.
• Execute or submit client account-servicing activities within appropriate time frames, including wires and fund transfers, opening and closing accounts, maintaining complete and accurate account records, imaging documents, and researching client issues.
• Communicate proactively with relationship management and operations teams to obtain information needed to execute requested activities.
• Handle paying and receiving activities, including cash transactions and daily balancing, and adhere to Wealth Management Lobby Banking Operations policies and procedures.
• Assist with maintenance and servicing of Safe Deposit Boxes where available.
• Set up all types of 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 and procedures; promptly escalate issues or concerns to management.
• Maintain knowledge of business applications and online tools used for client and account servicing, and learn about enhancements to partner and client technology and systems.
• Stay informed about products and services to respond to client questions and help expand client relationships.
• Monitor banking reports and assist with banking audits as directed by the Team Leader/Manager.
• Mentor fellow Personal Bankers by providing guidance, encouragement, and direction.
• Share deposit-area expertise and train others as designated by the Team Leader/Manager.
• Cross-train on the Northern Trust teller system.

Benefits

• Retirement benefits, including a 401(k) and pension.
• Medical, dental, vision, spending accounts, and disability benefits.
• Paid time off.
• Parental and caregiver leave.
• Life and accident insurance.
• Other voluntary and well-being benefits.
• Discretionary bonus program that may include an equity component.