Pers Banker

3M HEALTHCARE; San Francisco (CA); On-site; USD 60,720 - 91,080; Full time

Job summary

Northern Trust is seeking a skilled professional to support client account servicing, wires, transfers, and documentation. The role requires coordinating with relationship management and NCSS teams while ensuring compliance with banking policies and risk guidelines.

Strong client service and problem-solving abilities are essential. You will work with banking operations, reports, and risk controls, while expanding knowledge of Northern Trust products and services to better serve clients and

Qualifications

• 2–3 years of related experience.
• Knowledge of federal regulation, banking guidelines, and wealth management operations.
• Strong client service, problem solving, and organizational skills.

Responsibilities

• Executes and/or submits client account servicing requests within appropriate time frames, including wires, fund transfers, documentation, account openings/closings, and research.
• Handles paying and receiving activities, including cash transactions and daily balancing.
• Develops understanding of steps involved with each request and communicates with relationship management and NCSS teams as needed.
• Adheres to policies and procedures, escalating issues to management as required.
• Gains knowledge of business applications critical to client servicing and stays updated on system enhancements.
• Assists with maintenance and servicing of Safe Deposit Boxes where available.
• Keeps informed of products and services to respond to client questions and aid in expanding relationships.
• Monitors banking reports and supports audits as directed by leadership.

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.

Major Duties

• Executes and/or submits client account servicing requests within appropriate time frames, including but not limited to submitting wires and fund transfers, preparing required documentation, opening and closing accounts, maintenance of accurate and complete account records, imaging of documents, and researching of client issues.
• Handles paying and receiving activities, including cash transactions and daily balancing activities. Fully understands and adheres to all WM Lobby Banking Operations policies and procedures as documented on the WM Intranet.
• Develops a strong understanding of required steps involved with each request, communicating with relationship management and NCSS teams as appropriate to obtain necessary information to properly execute the requested activity.
• Maintains a strong understanding of policies and procedures and addresses the requirements of each activity in a timely fashion and in strict adherence with Northern Trust and Wealth Management Risk Management and Compliance guidelines and procedures, promptly escalating any issues and/or concerns to management.
• Develops a strong knowledge of the various business applications critical to client and account servicing, including on-line tools and seeks to expand knowledge of the latest enhancements to Northern Trust partner and client technology and/or systems in order to maintain highest standards of servicing.
• Assists with maintenance and servicing of Safe Deposit Boxes in offices where available.
• Keeps informed of new or existing Northern Trust and Wealth Management products, services and compliance requirements to respond to client questions and to assist in selling services which results in expanding the overall client relationship.
• Monitors banking reports as well as provides assistance with banking audits as directed by the Team Leader / Manager.

Knowledge

Knowledge of federal regulation, banking guidelines, banking operations, products and services, acquired through related work experience is preferred. Strong client service skills, problem solving, and organizational skills are required to identify, research and/or resolve requests. Ability to think critically and to work well independently and as part of a team. Strong verbal and written communication skills.

Experience

2-3 years of related experience.

Compensation & Benefits

$60,720 - 91,080 USD (base pay). Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well‑being benefits.

Bonus program may include an equity component.

Reasonable Accommodation

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [e-mail].

EEO Statement

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or any other protected status.