Sr. Personal Banker

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions. Since 1889, we have aligned our efforts with our three guiding Principles That Endure:
Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide. With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Looking for greater? You found it. A global financial leader with more than 22,000 employees in 23 locations worldwide, Northern Trust empowers our employees to achieve more than just business goals. Our focus on work-life balance, career mobility and unique opportunities are just a few of the reasons we’ve been named one of the world’s most admired companies.

Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.

Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.

This is an office-based position and for the effective performance of this role, the duties and responsibilities must be carried out onsite. Under general supervision (but works independently most of the time), the Personal/Universal Banker is responsible for delivering an exceptional client service experience while servicing clients with a full range of banking products and services. Responsible for executing and/or 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. 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. Provide maintenance and holistic advice on assigned relationships by cross selling and identifying client needs.

Of critical importance is their adherence to the required banking guidelines, procedures and policies involved with requested activities. The Person al/Universal Banker is expected to serve as a mentor to fellow Bankers and to strive to help evolve the processes, procedures and operating environment of their Wealth Management team.

The successful candidate will benefit from having:

• 3-5 years of related experience.
• 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 are required to identify, research and/or resolve requests, as well as 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.

• Understanding the business model and engaging appropriate business unit subject matter experts to explore potential opportunities with the client.
• Executes…