Senior Personal Banker — Client Wealth & Servicing Expert

Northern Trust Corp; Sarasota (FL); On-site; USD 50,000 - 70,000; Full time

Job summary

Northern Trust in Florida seeks a Personal Banker to service client relationships, process wires and transfers, open/close accounts, and cross-sell services with exceptional service and integrity. You will collaborate with relationship managers, monitor records, and stay current with policies, online tools, and product offerings to expand client relationships.

Ideal candidates have 3–5 years of related experience, strong analytical and communication skills, and a solid understanding of banking

Qualifications

• 3-5 years of related experience.
• Knowledge of banking operations and regulations.
• Strong analytical, problem solving, and organizational skills.

Responsibilities

• Understand the business model and engage appropriate business unit subject matter experts to explore potential opportunities with the client. Provides maintenance and holistic advice on assigned relationships by cross selling and identifying client needs.
• Executes and/or submits client account servicing activities within appropriate time frames, including but not limited to the processing of wires and fund transfers, opening and closing accounts, maintenance of accurate and complete account records, imaging of documents, and researching of client issues.
• Proactively communicates with relationship management and NCSS teams as appropriate to obtain necessary information to properly execute the requested activity.
• Handles paying and receiving activities, including cash transactions and daily balancing activities. Fully understands and adheres to all WM Lobby Banking Operations policies and procedures as documented on the WM Intranet.
• Assist with maintenance and servicing of Safe Deposit Boxes in offices where available.
• Demonstrates expertise in the setting up all types of client accounts and services. Reviews documentation for completeness and follows through to avoid documentation deficiencies relating to deposit accounts.
• Maintains a strong understanding of policies and procedures and addresses the requirements of each activity in a timely fashion and in strict adherence with Northern Trust and Wealth Management Risk Management and Compliance guidelines and procedures, promptly escalating any issues and/or concerns to management.
• Maintains a strong knowledge of the various business applications critical to client and account servicing, including on-line tools, and seeks to expand knowledge of the latest enhancements to Northern Trust partner and client technology and/or systems in order to maintain highest standards of servicing.
• Keeps informed of all new products and services to respond to client questions and to assist in selling services which results in expanding the overall client relationship.
• Monitors banking reports as well as provides assistance with banking audits as directed by the Team Leader / Manager.
• Serves as a mentor to fellow Personal Bankers, offering guidance, encouragement and direction as needed.
• Is called upon to share expertise in the deposit area of the bank and trains others as designated by the Team Leader/Manager.

Skills

Client relationship servicing

Cross-selling

Attention to detail

Tools

Online banking platforms

Job description

Northern Trust in Florida seeks a Personal Banker to service client relationships, process wires and transfers, open/close accounts, and cross-sell services with exceptional service and integrity. You will collaborate with relationship managers, monitor records, and stay current with policies, online tools, and product offerings to expand client relationships.

Ideal candidates have 3–5 years of related experience, strong analytical and communication skills, and a solid understanding of banking