Senior Banking Specialist - Client Accounts & Services

Northern Trust

Sarasota (FL)

On-site

USD 42,000 - 56,000

Full time

9 days ago
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Job summary

Northern Trust is seeking a Personal Banker to service and expand client relationships in a secure, client-focused environment in Florida. You will process wires, transfers, and account activities, while maintaining strict adherence to internal controls and regulatory requirements.

The role emphasizes collaboration with relationship managers and cross-functional teams. The ideal candidate has 3-5 years of related experience and strong knowledge of banking products, policies, and customer service

Qualifications

  • 3-5 years of related experience.
  • Knowledge of banking operations and regulatory guidelines.

Responsibilities

  • Understand the business model and engage subject matter experts to explore opportunities with the client.
  • Execute and/or submit client account servicing activities within required timeframes (wires, transfers, accounts opening/closing).
  • Proactively communicate with relationship management and NCSS teams to obtain necessary information.
  • Maintain accurate and complete account records and assist with deposits and cash balancing.

Job description

Northern Trust is seeking a Personal Banker to service and expand client relationships in a secure, client-focused environment in Florida. You will process wires, transfers, and account activities, while maintaining strict adherence to internal controls and regulatory requirements.

The role emphasizes collaboration with relationship managers and cross-functional teams. The ideal candidate has 3-5 years of related experience and strong knowledge of banking products, policies, and customer service

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