Northern Trust
Financial Services
SrPersonalBanker
Neural analysis suggests this role is
optimal for Senior candidates.
“Sr Personal Banker at Northern Trust. Skills: Client service, Banking operations, Account maintenance. Deliver exceptional client service. Service clients with banking products”
Industry & Context.
Analytical skills; Problem solving skills; Organizational skills; Critical thinking
What They're Looking For.
Must Have
3-5 years of related experience, Knowledge of banking operations, Knowledge of banking products, Knowledge of banking services, Knowledge of federal regulations, Knowledge of banking guidelines, Analytical skills required, Problem solving skills required, Organizational skills required, Ability to think critically, Work well independently, Work well as part of a team, Verbal communication skills, Written communication skills
Nice to Have
Experience acquired through related work experience or formal training
What You'll Do.
Deliver exceptional client service
Service clients with banking products
Service clients with banking services
Execute administrative activities
Execute operational activities
Maintain client accounts
Service client accounts
Execute money movement
Prepare client materials
Produce client reports
Resolve client inquiries
Maintain accurate recordkeeping
Maintain complete recordkeeping
Provide holistic advice
Identify client needs
Adhere to banking guidelines
Adhere to banking procedures
Adhere to banking policies
Evolve operating environment
Explore potential opportunities with client
Process fund transfers
Maintain account records
Research client issues
Communicate with relationship management
Communicate with operations teams
Handle paying activities
Handle receiving activities
Perform cash transactions
Balance activities daily
Maintain safe deposit boxes
Set up client accounts
Set up client services
Review documentation for completeness
Address activity requirements
Escalate issues to management
Escalate concerns to management
Maintain knowledge of business applications
Expand knowledge of technology enhancements
Respond to client questions
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
Cross train on teller system
How You'll Work.
Team & Collaboration
Wealth Management team; Relationship management teams; Operations teams
Communication Scope
Verbal communication; Written communication
Full Job Description
**_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. ### ### ### ### 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 Personal/Universal Banker is expected to serve as a mentor to fellow Bankers and to strive to help evolve the processes, procedures and o
Applying for this Sr Personal Banker role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on Workday
- Workday has a multi-step form — save your progress after every section.
- "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
- Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
- Job requisition numbers are useful when following up with HR by email.
ANONYMOUS · UNFILTERED
What do employees actually say about Northern Trust?
Real rants from real employees. Read before you apply.