Personal Banker

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Job description

Personal Banker

OH: 91771

Under direct supervision responsible for delivering an exceptional client service experience while servicing clients with a full range of banking products and services. Interacts with clients in person, via telephone and email, responding to inquiries and providing information as requested.

Responsible for executing and/or submitting various administrative and operational activities related to clients, banking products and services. Primary activities will include establishing and/or submitting requests for new accounts, closing accounts, account maintenance, money movements, as well as addressing client inquiries.

Of critical importance is the Personal Banker's adherence to the required banking guidelines and procedures involved with requested activities.

Major duties:

1.Executes and/or submits client account servicing requests within appropriate time frames, including but not limited to submitting wires and fund transfers, preparing required documentation, opening and closing accounts, maintenance of accurate and complete account records, imaging of documents and researching of client issues.

2. Handles paying and receiving activities, including cash transactions and daily balancing activities. Fully understands and adheres to all Wealth Management Lobby Banking Operations policies and procedures as documented on the Wealth Management Intranet.

3. Develops a strong understanding of required steps involved with each request, communicating with relationship management and National Client Support Services (NCSS) team as appropriate to obtain necessary information to properly execute the requested activity.

4. Maintains a strong understanding of policies and procedures and addresses the requirements of each activity in a timely fashion and in strict adherence with Northern Trust and Wealth Management Risk Management and Compliance guidelines and procedures, promptly escalating any issues and/or concerns to management.

5. Develops a strong knowledge of the various business applications critical to client and account servicing, including on-line tools and seeks to expand knowledge of the latest enhancements to Northern Trust partner and client technology and/or systems in order to maintain highest standards of servicing.

6. Assists with maintenance and servicing of Safe Deposit Boxes in offices where available.

7. Keeps informed of new or existing Northern Trust and Wealth Management products, services and compliance requirements to respond to client questions as well as to develop relationships with clients in order to expand and/or solidify the overall relationship.

8. Monitors banking reports as well as provides assistance with banking audits as directed by the Team Leader / Manager.

9. Understands the business model and engaging appropriate business unit subject matter experts to explore potential opportunities with the client. Provides maintenance and holistic advice on assigned relationships by cross selling and identifying client needs.

10. Demonstrates expertise in setting up all types of client accounts and services. Reviews documentation for completeness and follows through to avoid documentation deficiencies relating to deposit accounts.

11. Travels to other offices in the "northwest" region to perform the Personal Banker/Universal Banker role for coverage needs upon request. Offices are: Sarasota, Lakewood Ranch, St. Petersburg and Tampa.

The successful candidate will benefit from having:

* 2-3 years of related experience, including current teller experience.
* Knowledge of federal regulations, banking guidelines, banking operations, products and services, acquired through related work experience is preferred.
* Strong client service skills, problem solving and organizational skills are required to identify, research and/or resolve requests as well as to proactively build client relationships.
* Ability to think critically and to work well independently and as part of a team.
* Strong verbal and written communication skills.

About Northern Trust:

Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With over 130 years of financial experience and nearly 20,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.

Working with Us:

As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company that is committed to strengthening the communities we serve!

We recognize the value of inclusion and diversity in culture, in thought, and in experience, which is why we are honored to receive the following awards in 2021:

* Gender Equality Index Member, Bloomberg
* Top Financial & Banking Company, Black EOE Journal, Hispanic Network Magazine, Professional WOMAN'S Magazine

We'd love to learn more about how your interests and experience could be a fit with one of America's best banks and most sustainable companies! Build your career with us and apply today.

Additional Information