Northern Trust
Financial Services
SeniorPersonalBanker
“Senior Personal Banker at Northern Trust. Skills: Banking operations, Client relationships. Understand business model. Engage subject matter experts”
Industry & Context.
Problem solving; Analytical skills; Critical thinking
What They're Looking For.
Must Have
3-5 years of related experience
Nice to Have
Knowledge of banking operations, Knowledge of federal regulations, Knowledge of banking guidelines
What You'll Do.
Understand business model
Engage subject matter experts
Explore client opportunities
Provide maintenance on relationships
Identify client needs
Execute client account servicing activities
Process fund transfers
Maintain account records
Research client issues
Communicate with relationship management
Communicate with NCSS teams
Handle paying activities
Handle receiving activities
Perform cash transactions
Perform daily balancing activities
Adhere to WM Lobby Banking Operations policies
Assist with Safe Deposit Box maintenance
Assist with Safe Deposit Box servicing
Set up client accounts
Set up client services
Review documentation for completeness
Follow through on documentation deficiencies
Maintain understanding of policies
Maintain understanding of procedures
Address activity requirements
Escalate issues to management
Escalate concerns to management
Maintain knowledge of business applications
Expand knowledge of technology enhancements
Expand knowledge of system enhancements
Keep informed of new products
Keep informed of new services
Respond to client questions
Assist in selling services
Monitor banking reports
Provide assistance with banking audits
Offer guidance to bankers
Offer encouragement to bankers
Offer direction to bankers
Share expertise in deposit area
How You'll Work.
Team & Collaboration
Work as part of team
Communication Scope
Verbal communication; Written communication
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