Northern Trust

Financial Services

SrPersonalBanker

$64–103k Montecito, California, 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, Account servicing, Wealth Management. Deliver exceptional client service. Service clients with banking products”

Industry & Context.

Financial Services
Problems you'll solve

Problem-solving; Analytical; Organizational

What They're Looking For.

Must Have

3–5 years of related experience

Nice to Have

Knowledge of banking operations, Knowledge of federal regulations

What You'll Do.

Deliver exceptional client service

Service clients with banking products

Execute administrative activities

Execute operational activities

Resolve client inquiries

Adhere to banking guidelines

Adhere to banking procedures

Adhere to banking policies

Escalate issues as needed

Support fellow Personal Bankers

Contribute to process improvement

Understand business model

Engage subject matter experts

Explore opportunities with client

Provide maintenance on relationships

Provide advice on relationships

Identify client needs

Submit client account servicing activities

Process fund transfers

Maintain account records

Research client issues

Communicate with Relationship Management

Communicate with National Client Support

Handle paying activities

Handle receiving activities

Perform cash transactions

Perform daily balancing

Adhere to Lobby Banking Operations policies

Adhere to Lobby Banking Operations procedures

Assist with safe deposit boxes

Set up client accounts

Set up client services

Review documentation for completeness

Follow Risk Management guidelines

Follow Risk Management procedures

Follow Compliance guidelines

Follow Compliance procedures

Maintain knowledge of business applications

Maintain knowledge of online tools

Expand knowledge of technology

Expand knowledge of systems

Keep informed of new products

Keep informed of new services

Respond to client questions

Monitor banking reports

Provide assistance with banking audits

Provide guidance to bankers

Provide support to bankers

Share deposit-area expertise

Support cross-training

How You'll Work.

Team & Collaboration

Work as part of a team

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. **Senior Personal Banker** Delivers an exceptional client service experience by servicing clients with a full range of banking products and services. Executes administrative and operational activities related to client accounts, money movement, reporting, and inquiry resolution across in-person, phone, and email channels. Ensures adherence to banking guidelines, procedures, and policies, escalating issues as needed. Supports fellow Personal Bankers and contributes to continuous improvement of Wealth Management processes. **Key Responsibilities** * Understands the business model and engages appropriate business unit subject matter experts to explore potential opportunities with the client. Provides maintenance and holistic advice on assigned relationships by identifying client needs. * Executes and/or submits client account servicing activities within appropriate time frames, including but not limited to processing wires and fund transfers, opening and closing accounts, maintaining accurate and complete account records, imaging documents, and researching client issues. * Proactively communicates with Relationship Management and National Client Support Services teams, as appropriate, to obtain necessary information to properly execute the requested activity. * Handles paying and receiving activities, including cash transactions and daily balancing activities. Fully understands and adheres to all

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