Senior Banking Advisor: Wealth & Client Solutions

ntrs

Houston (TX)

On-site

USD 52,000 - 82,000

Full time

3 days ago
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Job summary

Northern Trust in Houston, TX seeks a skilled Personal Banker with 3–5 years of experience to serve high‑net‑worth clients and manage day‑to‑day banking activities. You will handle account servicing, wires, transfers, and onboarding while delivering holistic advice to increasing client relationships.

Role emphasizes compliance, accurate records, and proactive collaboration with cross‑functional teams to meet client needs in a timely manner.

Qualifications

  • Knowledge of banking operations and regulations.
  • Strong analytical, problem solving and organizational skills.
  • Excellent verbal and written communication.

Responsibilities

  • Provides maintenance and holistic advice on client relationships, identifying needs.
  • Process wires and fund transfers, and open/close accounts.
  • Communicate with management and teams to complete requests.
  • Ensure accurate account records and document imaging when needed.
  • Assist with Safe Deposit Boxes maintenance where applicable.

Skills

Banking operations
Client relationship
Attention to detail
Communication skills

Job description

Northern Trust in Houston, TX seeks a skilled Personal Banker with 3–5 years of experience to serve high‑net‑worth clients and manage day‑to‑day banking activities. You will handle account servicing, wires, transfers, and onboarding while delivering holistic advice to increasing client relationships.

Role emphasizes compliance, accurate records, and proactive collaboration with cross‑functional teams to meet client needs in a timely manner.

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