Senior Client Banking Advisor

ntrs

Scottsdale (AZ)

On-site

USD 42,000 - 60,000

Full time

3 days ago
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Job summary

Northern Trust is seeking a capable Personal Banker to support relationship management and client servicing in our U.S. offices. You will process wires, account maintenance, and banking transactions while delivering accurate, timely service to clients.

Ideal candidates have 3–5 years in banking operations, strong analytical skills, and the ability to work independently or with a team. Compliance, accuracy, and customer-focused communication are essential.

Qualifications

  • Knowledge of banking operations, products and services.
  • Knowledge of federal regulations and banking guidelines.
  • Strong analytical, problem solving, and organizational skills.
  • Ability to think critically and work independently or in a team.
  • 3-5 years of related experience.

Responsibilities

  • Understanding the business model and engaging subject matter experts to explore opportunities.
  • Executes client account servicing activities: wires, fund transfers, opening/closing accounts, document imaging, issue research.
  • Proactively communicates with relationship management and NCSS teams to obtain information.
  • Handles paying and receiving activities, daily balancing, adherence to policies.
  • Assist with maintenance and servicing of Safe Deposit Boxes where available.
  • Demonstrates expertise in setting up client accounts and reviewing documentation.
  • Maintains knowledge of policies, procedures and compliance guidelines, escalating issues.
  • Maintains knowledge of business applications and online tools, expanding knowledge of systems.
  • Keeps informed of new products/services to respond to client questions and expand client relationships.
  • Monitors banking reports and assists with audits as directed.
  • Mentors fellow Personal Bankers and shares expertise in deposit area.

Skills

Banking knowledge
Analytical skills
Communication
Independence / teamwork

Education

Experience in banking operations

Tools

Online banking tools

Job description

Northern Trust is seeking a capable Personal Banker to support relationship management and client servicing in our U.S. offices. You will process wires, account maintenance, and banking transactions while delivering accurate, timely service to clients.

Ideal candidates have 3–5 years in banking operations, strong analytical skills, and the ability to work independently or with a team. Compliance, accuracy, and customer-focused communication are essential.

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