Personal Banker

Major Duties

• Executes and/or submits client account servicing requests within appropriate time frames, including submitting wires and fund transfers, preparing required documentation, opening and closing accounts, maintaining accurate and complete account records, imaging documents, and researching client issues.
• Handles paying and receiving activities, including cash transactions and daily balancing activities, fully understanding and adhering to all WM Lobby Banking Operations policies and procedures as documented on the WM Intranet.
• Develops a strong understanding of required steps involved with each request and communicates with relationship management and NCSS teams as appropriate to obtain necessary information to properly execute the requested activity.
• 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, promptly escalating any issues and/or concerns to management.
• Develops strong knowledge of the various business applications critical to client and account servicing, including online tools, and seeks to expand knowledge of the latest enhancements to Northern Trust partner and client technology and/or systems to maintain highest standards of servicing.
• Assists with maintenance and servicing of Safe Deposit Boxes in offices where available.
• Keeps informed of new or existing Northern Trust and Wealth Management products, services, and compliance requirements to respond to client questions and to assist in selling services which results in expanding the overall client relationship.
• Monitors banking reports and provides assistance with banking audits as directed by the Team Leader/Manager.

Knowledge of federal regulation, banking guidelines, banking operations, products and services acquired through related work experience is preferred. Strong client service skills, problem solving, organizational skills, critical thinking, and the ability to work well independently and as part of a team are required. Strong verbal and written communication skills are essential.

2–3 years of related experience.

Applicants must be authorized to work in the U.S. without the need for employment‑based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H‑1B, L‑1, TN, O‑1, E‑3, H‑1B1, F‑1, J‑1, OPT, CPT or any other employment‑based visa).

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email , or discuss your individual requirements with the recruiter you are working with.