Senior Personal Banker Job Dallas area,Texas USA,Finance & Banking

About Northern Trust

Northern Trust is a Fortune
500 global financial institution founded in1889, known for providing innovative financial services and guidance to the world’s most successful individuals, families, and institutions. With over
130years of experience and more than
22,000partners, the firm serves sophisticated clients using leading technology and exceptional service.

Major Duties

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

Executing or submitting client account servicing activities within appropriate time frames, including processing of wires and fund transfers, opening and closing accounts, maintaining accurate account records, imaging documents, and researching client issues.

Proactively communicating with relationship management and NCSS teams as appropriate to obtain necessary information to properly execute the requested activity.

Handling paying and receiving activities, including cash transactions and daily balancing activities, while fully understanding and adhering to all WM Lobby Banking Operations policies and procedures.

Assisting with the maintenance and servicing of Safe Deposit Boxes in offices where available.

Demonstrating expertise in setting up all types of client accounts and services, reviewing documentation for completeness, and following through to avoid documentation deficiencies relating to deposit accounts.

Maintaining a strong understanding of policies and procedures, addressing each activity’s requirements in a timely fashion, and promptly escalating any issues or concerns to management.

Maintaining a strong knowledge of the various business applications critical to client and account servicing, including online tools, and seeking to expand knowledge of the latest enhancements to Northern Trust partner and client technology and/or systems to maintain the highest standards of servicing.

Keeping informed of all new products and services to respond to client questions and assist in selling services, which results in expanding the overall client relationship.

Monitoring banking reports and providing assistance with banking audits as directed by the Team Leader / Manager.

Serving as a mentor to fellow Personal Bankers, offering guidance, encouragement, and direction as needed.

Being called upon to share expertise in the deposit area of the bank and training others as designated by the Team Leader / Manager.

Knowledge

Knowledge of banking operations, products and services, typically acquired through related work experience.
Knowledge of federal regulations and banking guidelines, usually acquired through related work experience or formal training.
Strong analytical, problem‑solving, and organizational skills needed to identify, research, and resolve requests, and to manage conflicting priorities and workflow.
Ability to think critically and to work well independently and as part of a team.
Strong verbal and written communication skills.

Experience

3–5years of related experience in banking or financial services.

EEO Statement

Northern Trust is an equal‑opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, disability, age, or any other characteristic protected by law. All employment decisions are made in a non‑discriminatory manner in accordance with applicable laws and regulations.

#J-18808-Ljbffr