Northern Trust
Financial Services
SrPersonalBanker
Neural analysis suggests this role is
optimal for Senior candidates.
“Sr Personal Banker at Northern Trust. Skills: Client service, Account servicing, Wealth Management. Deliver exceptional client service. Service clients with banking products”
Industry & Context.
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
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.