Senior Personal Banker: Client Advisory & Banking Expert

Northern Trust Corp; Key Biscayne (FL); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Northern Trust is seeking a seasoned personal banking professional to service client accounts, perform wires and transfers, and maintain accurate records while adhering to risk and compliance guidelines. The role emphasizes cross-functional collaboration with relationship teams to deliver superior client service.

The position requires 3+ years of related experience, familiarity with banking operations, and the ability to work within a regulated financial environment.

Qualifications

• Knowledge of banking operations, regulatory guidelines, and client servicing.
• Ability to identify client needs and cross-sell appropriate services.
• Strong analytical, problem-solving, and organizational skills.

Responsibilities

• Understand client relationships and engage subject matter experts to explore opportunities.
• Process wires and fund transfers, account openings/closes, and document imaging.
• Communicate with relationship management to obtain information for actions.
• Maintain awareness of products, services, and online tools to service clients effectively.

Skills

Banking operations

Client servicing

Regulatory knowledge

Wires and transfers

Tools

Online banking platforms

CRM systems

Job description

Northern Trust is seeking a seasoned personal banking professional to service client accounts, perform wires and transfers, and maintain accurate records while adhering to risk and compliance guidelines. The role emphasizes cross-functional collaboration with relationship teams to deliver superior client service.

The position requires 3+ years of related experience, familiarity with banking operations, and the ability to work within a regulated financial environment.