Sr Personal Banker

001 The Northern Trust Company; Lake Forest (IL); Presencial; USD 56.000 - 89.000; Jornada completa

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Experience 3-5 years

Banking operations knowledge

Regulatory knowledge

Analytical skills

Critical thinking & teamwork

Verbal & written communication

Descripción del empleo

About Northern Trust:

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. This is an office-based position and for the effective performance of this role, the duties and responsibilities must be carried out onsite. Under general supervision (but works independently most of the time), the Personal/Universal Banker is responsible for delivering an exceptional client service experience while servicing clients with a full range of banking products and services. Responsible for executing and/or submitting various administrative and operational activities related to clients, banking products and services. Interacts with clients in person, via telephone and Email, responding to inquiries and providing information as requested. Primary activities include, but are not limited to, establishing and/or submitting requests for opening, maintaining and servicing client accounts, executing money movement, preparing and producing client materials and reports, resolving client inquiries, as well as maintaining complete and accurate recordkeeping. Provide maintenance and holistic advice on assigned relationships by cross selling and identifying client needs. Of critical importance is their adherence to the required banking guidelines, procedures and policies involved with requested activities.

The Personal/Universal Banker is expected to serve as a mentor to fellow Bankers and to strive to help evolve the processes, procedures and operating environment of their Wealth Management team.

• 1. Understanding the business model and engaging 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.
• 2. 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.
• 3. Proactively communicates with relationship management and operations teams as appropriate to obtain necessary information to properly execute the requested activity.
• 4. Handles paying and receiving activities, including cash transactions and daily balancing activities. Fully understands and adheres to all Wealth Management Lobby Banking Operations policies and procedures as documented on the Wealth Management Intranet.
• 5. Assist with maintenance and servicing of Safe Deposit Boxes in offices where available.
• 6. 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.
• 7. 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.
• 8. 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.
• 9. 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.
• 10. Monitors banking reports as well as provides assistance with banking audits as directed by the Team Leader / Manager.
• 11. Serves as a mentor to fellow Personal Bankers, offering guidance, encouragement and direction as needed.
• 12. Is called upon to share expertise in the deposit area of the bank and trains others as designated by the Team Leader/Manager.
• 13. Will be cross trained on the Northern Trust teller system.

The successful candidate will benefit from having:

• 1. 3-5 years of related experience.
• 2. Knowledge of banking operations, products and services, acquired through related work experience is preferred.
• 3. Knowledge of federal regulations and banking guidelines, usually acquired through related work experience or formal training.
• 4. Strong analytical, problem solving, and organizational skills are required to identify, research and/or resolve requests, as well as to manage conflicting priorities and workflow.
• 5. Ability to think critically and to work well independently and as part of a team.
• 6. Strong verbal and written communication skills.

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa)

Salary Range: $55,800 - 89,400 USD

Salary range is a good faith estimate of base pay.

Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits.

Northern Trust also provides a discretionary bonus program that may include an equity component.

Working with Us:

As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.

#MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities.

We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Looking for greater? You found it. A global financial leader with more than 22,000 employees in 23 locations worldwide, Northern Trust empowers our employees to achieve more than just business goals. Our focus on work-life balance, career mobility and unique opportunities are just a few of the reasons we’ve been named one of the world’s most admired companies.

Terms and Conditions

Candidate Privacy Notice California Applicant Privacy Notice Pay Transparency Nondiscrimination Provision (U.S) Transparency in Coverage Disclosure – North America Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities.

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities.

If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1-800-807-0302 (North America), [phone] (Asia Pacific), 1800-425-0333 (India), [phone] (Europe, Middle East and Africa) and let us know the nature of your request and your contact information.

APAC/INDIA EEO STATEMENT It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

Canada EEO STATEMENT Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship status, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law, regulation, or ordinance.

EMEA EEO STATEMENT It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

USA EEO STATEMENT It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status.

EEO Know Your Rights (U.S.)