Senior Personal Banker & Wealth Client Advisor

Northern Trust; Montecito (CA); On-site; USD 64,170 - 102,810; Full time

Benefits offered by this job

Comprehensive benefits package

401k and pension

Medical, dental, vision

Paid time off

Discretionary bonus program

Job summary

Northern Trust is seeking a Senior Personal Banker in Montecito, California. The role requires delivering exceptional client service through various banking products and executing account servicing activities. Candidates should have a background in banking operations, strong analytical skills, and the ability to communicate effectively.

This is an office-based position that involves mentoring other Personal Bankers and maintaining compliance with banking guidelines. The position offers a salary range of $64,170 - 102,810 USD and a comprehensive benefits package.

Qualifications

• 3–5 years of related experience in banking.
• Familiarity with federal regulations and banking guidelines.
• Organizational skills to manage conflicting priorities.

Responsibilities

• Deliver exceptional client service with banking products.
• Handle client account servicing activities such as processing wires and fund transfers.
• Maintain knowledge of business applications critical to client servicing.
• Serve as a mentor to fellow Personal Bankers.

Skills

Knowledge of banking operations, products, and services

Strong analytical skills

Problem-solving skills

Strong verbal communication skills

Strong written communication skills

Ability to work independently and in a team

Job description

Northern Trust is seeking a Senior Personal Banker in Montecito, California. The role requires delivering exceptional client service through various banking products and executing account servicing activities. Candidates should have a background in banking operations, strong analytical skills, and the ability to communicate effectively.

This is an office-based position that involves mentoring other Personal Bankers and maintaining compliance with banking guidelines. The position offers a salary range of $64,170 - 102,810 USD and a comprehensive benefits package.