Northern Trust

Financial Services

SrPersonalBanker

$56–89k Lake Forest, Illinois, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Senior candidates.

The Brief

“Sr Personal Banker at Northern Trust. Skills: Client service, Banking operations, Account maintenance. Deliver exceptional client service. Service clients with banking products”

Industry & Context.

Financial Services
Problems you'll solve

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

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