Senior Personal Banker - Wealth & Client Solutions

Northern Trust; Scottsdale (AZ); On-site; USD 52,000 - 76,000; Full time

Job summary

Northern Trust in the United States seeks a Personal Banker to support client accounts, wires, transfers, and day-to-day servicing. You will work with relationship teams, handle deposits, and maintain accurate records while upholding regulatory requirements.

The role requires strong analytical and communication skills, with 3-5 years of related experience. A collaborative, client-focused mindset and commitment to service excellence are essential.

Qualifications

• 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 independently or in a team; strong communication.
• 3-5 years of related experience.

Responsibilities

• Understand the business model and engage subject matter experts to explore opportunities with the client.
• Process client account servicing activities within defined timeframes (wires, transfers, account maintenance, document imaging).
• Proactively communicate with relationship management and NCSS teams to obtain needed information.
• Handle paying and receiving activities, cash transactions, and daily balancing.
• Assist with maintenance and servicing of Safe Deposit Boxes where available.
• Demonstrate expertise in setting up client accounts and reviewing documentation for completeness.
• Follow policies, procedures and risk guidelines; escalate issues as needed.
• Maintain knowledge of banking applications and online tools; stay updated on enhancements.
• Keep informed of new products/services to respond to client questions and expand relationships.
• Monitor banking reports and assist with audits as directed by team lead.
• Mentor fellow Personal Bankers and share deposit area expertise.

Skills

Knowledge of banking operations

Knowledge of federal regulations

Analytical skills

Problem solving

Organizational skills

Verbal and written communication

Team collaboration

Job description

Northern Trust in the United States seeks a Personal Banker to support client accounts, wires, transfers, and day-to-day servicing. You will work with relationship teams, handle deposits, and maintain accurate records while upholding regulatory requirements.

The role requires strong analytical and communication skills, with 3-5 years of related experience. A collaborative, client-focused mindset and commitment to service excellence are essential.