Senior Personal Banker & Client Advisory Leader

The Northern Trust Company; Sarasota (FL); On-site; USD 48,000 - 64,000; Full time

Job summary

Northern Trust is seeking a Personal Banker to manage client relationships, process account servicing, and coordinate with related teams to ensure accurate, timely handling of wires, transfers, and deposits. The role emphasizes accuracy, compliance and proactive client service.

You will mentor colleagues and expand knowledge of banking products. Ideal candidates have 3–5 years of related experience, strong communication, and a solid understanding of banking policies.

Qualifications

• Knowledge of banking operations through related work experience.
• Strong analytical and problem-solving skills.
• Excellent verbal and written communication.
• Ability to work independently and as part of a team.

Responsibilities

• Engage appropriate business unit subject matter experts to explore opportunities with the client.
• Provide maintenance and holistic advice on assigned relationships, cross selling and identifying client needs.
• Process wires and fund transfers, open/close accounts, maintain records, imaging of documents, and research client issues.
• Proactively communicate with relationship management and NCSS teams to obtain necessary information to execute requested activity.
• Handle paying and receiving activities, including cash transactions and daily balancing activities.
• Assist with maintenance and servicing of Safe Deposit Boxes in offices where available.
• Demonstrate expertise in setting up all types of client accounts and services; review documentation for completeness and avoid deficiencies.
• Maintain knowledge of policies and procedures and escalate issues to management as needed.
• Maintain knowledge of business applications and online tools to service clients and stay updated on product enhancements.
• Keep informed of new products and services to respond to client questions and upsell services.
• Mentor fellow Personal Bankers, offering guidance and direction as needed.
• Share expertise in deposit area and train others as designated by leadership.

Skills

Banking operations

Analytical

Communication

Teamwork

Regulatory compliance

Job description

Northern Trust is seeking a Personal Banker to manage client relationships, process account servicing, and coordinate with related teams to ensure accurate, timely handling of wires, transfers, and deposits. The role emphasizes accuracy, compliance and proactive client service.

You will mentor colleagues and expand knowledge of banking products. Ideal candidates have 3–5 years of related experience, strong communication, and a solid understanding of banking policies.