Senior Personal Banker: Wealth & Client Services Leader

001 The Northern Trust Company; Lake Forest (IL); On-site; USD 56,000 - 89,000; Full time

Job summary

Northern Trust is seeking a Personal/Universal Banker to deliver exceptional client service and to service clients with a full range of banking products within an office setting.

You will open, maintain and service client accounts, process money movements, and prepare client materials while adhering to banking guidelines. The role emphasizes cross-selling and relationship growth in Wealth Management.

Qualifications

• 3–5 years of related experience.
• Knowledge of banking operations, products and services.
• Knowledge of federal regulations and banking guidelines.
• Strong analytical, problem solving and organizational skills.
• Ability to think critically and work well independently and in a team.
• Strong verbal and written communication skills.

Responsibilities

• Provide maintenance and holistic advice on assigned relationships by cross selling and identifying client needs.
• Execute client account servicing activities, including wires, transfers, opening/closing accounts and document imaging.
• Proactively communicate with relationship management and operations teams to obtain information.
• Handle paying and receiving activities, including cash transactions and daily balancing.
• Assist with maintenance and servicing of Safe Deposit Boxes where available.
• Demonstrate expertise in setting up client accounts and services; review documentation for completeness.
• Maintain adherence to Wealth Management risk and compliance guidelines and escalate issues.
• Maintain knowledge of business applications and online tools to support client servicing.
• Keep informed of new products and services to expand client relationships.
• Monitor banking reports and assist with audits as directed by team leadership.
• Mentor fellow Personal Bankers and share expertise in deposits.
• Cross-train on the Northern Trust teller system.

Skills

Experience 3-5 years

Banking operations knowledge

Regulatory knowledge

Analytical skills

Critical thinking & teamwork

Verbal & written communication

Job description

Northern Trust is seeking a Personal/Universal Banker to deliver exceptional client service and to service clients with a full range of banking products within an office setting.

You will open, maintain and service client accounts, process money movements, and prepare client materials while adhering to banking guidelines. The role emphasizes cross-selling and relationship growth in Wealth Management.