Personal Banker

Northern Trust; New York (NY); On-site; USD 61,000 - 91,000; Full time

Job summary

Northern Trust in New York invites applicants for a client account servicing role within Wealth Management. You will execute client requests, submit wires, transfer funds, open/close accounts, and maintain accurate records while upholding policy guidelines.

We value 2–3 years of related experience, strong client service and problem-solving skills, and the ability to work independently or in a team; familiarity with banking applications and risk/compliance is a plus.

Qualifications

• 2-3 years of related experience
• Strong client service, problem solving, and organizational skills
• Ability to think critically and to work independently and as part of a team

Responsibilities

• Executes and/or submits client account servicing requests within appropriate time frames, including wires and fund transfers, opening and closing accounts, maintenance of records, imaging of documents, and researching client issues.
• Handles paying and receiving activities, including cash transactions and daily balancing activities, and adheres to WM Lobby Banking Operations policies and procedures.
• Develops a strong understanding of required steps involved with each request, communicates with relationship management and NCSS teams as appropriate.
• Maintains a strong understanding of policies and procedures and addresses requirements in a timely fashion with risk and compliance guidelines, escalating issues when needed.
• Develops knowledge of business applications and online tools to maintain high standards of servicing and keep up with latest enhancements.
• Assist with maintenance and servicing of Safe Deposit Boxes where available.
• Keeps informed of products and compliance requirements to respond to client questions and assist in selling services to expand relationships.
• Monitors banking reports and assists with banking audits as directed by the Team Leader / Manager.

Job description

About Northern Trust

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions.

Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide.

With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Major Duties

1. 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.

2. 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.

3. 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.

4. 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.

5. 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.

6. Assist with maintenance and servicing of Safe Deposit Boxes in offices where available.

7. 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.

8. 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

Salary Range

$60,720 - 91,080 USD

Salary range is a good faith estimate of 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. Northern Trust also provides a discretionary bonus program that may include an equity component.

Work Authorization

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

Working with Us

As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.

Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.

Reasonable Accommodation

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [e-mail], or alternatively you can discuss your individual requirements with the recruiter you are working with.