Senior Personal Banker: Wealth Client Advisory

Northern Trust Corp; Coral Gables (FL); Hybrid; USD 55,000 - 90,000; Full time

Job summary

Northern Trust in Coral Gables, Florida seeks a client-focused banker to support wealth management relationships and handle core servicing activities. You will process wires and transfers, open and close accounts, maintain records, and coordinate with relationship teams to fulfill client requests.

The role emphasizes strong analytical and communication skills, adherence to policies, and ongoing learning of Northern Trust products and systems to enhance client service.

Qualifications

• Strong analytical, problem solving, and organizational skills.
• Strong verbal and written communication skills.
• Ability to think critically and work well independently and as part of a team.

Responsibilities

• Understand the business model and engage subject matter experts to explore opportunities with the client.
• Execute client servicing activities: wires, fund transfers, opening/closing accounts, maintaining records, imaging documents.
• Proactively communicate with relationship management and NCSS teams to obtain information for requests.
• Handle paying and receiving activities; balance daily cash transactions and follow WM policies.

Skills

Analytical skills

Problem solving

Organizational skills

Communication skills

Job description

Northern Trust in Coral Gables, Florida seeks a client-focused banker to support wealth management relationships and handle core servicing activities. You will process wires and transfers, open and close accounts, maintain records, and coordinate with relationship teams to fulfill client requests.

The role emphasizes strong analytical and communication skills, adherence to policies, and ongoing learning of Northern Trust products and systems to enhance client service.