Sr Personal Banker

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About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award‑winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.

This is an office‑based position and for the effective performance of this role, the duties and responsibilities must be carried out onsite.

Job Overview: Under general supervision (but works independently most of the time) responsible for delivering an exceptional client service experience while servicing clients with a full range of banking products and services. Responsible for executing and submitting various administrative and operational activities related to clients, banking products and services. Interacts with clients in person, via telephone and email, responding to inquiries and providing information as requested.

Universal banker tasks include receiving and disbursing cash transactions via teller system.

Primary activities include, but are not limited to:

• Establishing and/or submitting requests for opening, maintaining and servicing client accounts, executing money movement, preparing and producing client materials and reports, resolving client inquiries, as well as maintaining complete and accurate recordkeeping.
• Providing maintenance and holistic advice on assigned relationships by cross‑selling and identifying client needs.
• Executing and/or submitting client account servicing activities within appropriate time frames, including processing of wires and fund transfers, opening and closing accounts, maintaining accurate and complete account records, imaging documents, and researching client issues.
• Proactively communicating with relationship management and operations teams to obtain necessary information.
• Handling paying and receiving activities, including cash transactions and daily balancing activities.
• Assisting with maintenance and servicing of safe deposit boxes where available.
• Demonstrating expertise in setting up all types of client accounts and services, reviewing documentation for completeness.
• Maintaining a strong understanding of policies and procedures, addressing requirements in a timely fashion and adhering to Risk Management and Compliance guidelines.
• Keeping informed of all new products and services to respond to client questions and assist in selling services.
• Monitoring banking reports and providing assistance with banking audits.
• Serving as a mentor to fellow personal bankers, offering guidance, encouragement and direction.
• Sharing expertise in the deposit area of the bank and training others as designated by the team leader/manager.

Qualifications:

• Knowledge of banking operations, products and services, acquired through related work experience is preferred.
• Knowledge of federal regulations and banking guidelines, usually acquired through related work experience or formal training.
• Strong analytical, problem‑solving, and organizational skills.
• Ability to think critically and work well independently and as part of a team.
• Strong verbal and written communication skills.
• 3–5 years of related experience.

How we work together: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve!

We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #Made For Greater

Reasonable accommodation: Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at

We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.

Mid‑Senior level

Full‑time

Finance and Sales

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