Senior Personal Banker — Client Advisory & Growth

001 The Northern Trust Company; Key Biscayne (FL); Vor Ort; USD 65.000 - 90.000; Vollzeit

Zusammenfassung

Northern Trust is a global financial services company providing wealth management, asset servicing, asset management and banking services. The opportunity involves understanding client relationships, processing banking activities, and maintaining accurate records in a collaborative, high-standard environment.

Applicants should have 3-5 years of related experience, strong knowledge of banking operations, and the ability to work independently and within a team.

Qualifikationen

• Knowledge of banking operations and services.
• Strong analytical, problem-solving, and organizational skills.
• Ability to work independently and in a team.

Aufgaben

• Understand the business model and engage subject matter experts to explore opportunities for the client.
• Execute client account servicing activities including wires, fund transfers, and account maintenance.
• Communicate with relationship management and NCSS teams to obtain information for requested activity.
• Maintain documentation and ensure compliance with policies and procedures.

Kenntnisse

Banking operations

Client servicing

Regulatory knowledge

Attention to detail

Communication skills

Jobbeschreibung

Northern Trust is a global financial services company providing wealth management, asset servicing, asset management and banking services. The opportunity involves understanding client relationships, processing banking activities, and maintaining accurate records in a collaborative, high-standard environment.

Applicants should have 3-5 years of related experience, strong knowledge of banking operations, and the ability to work independently and within a team.