Wealth Client Advisor & Banking Mentor

ntrs; Winnetka (IL); On-site; USD 55,000 - 75,000; Full time

Job summary

Northern Trust in Winnetka, IL is seeking a Personal/Universal Banker to deliver exceptional client service across banking products and services. You will open, maintain and service client accounts, process money movement, and respond to inquiries via in-person, phone, and email.

The role emphasizes cross-selling and advising on client relationships while adhering to banking guidelines and risk controls. You will mentor junior bankers, participate in process improvements, and stay current with

Qualifications

• 3-5 years of related experience.
• Knowledge of banking operations and services.
• Familiarity with federal regulations and banking guidelines.

Responsibilities

• Open, maintain and service client accounts, including wires and money movements.
• Respond to client inquiries in person, by phone, and via email.
• Maintain accurate records and daily balancing of transactions.
• Cross-sell banking products to meet client needs.
• Mentor fellow bankers and support process improvements.

Skills

Client service

Cross-selling

Banking operations

Analytical skills

Education

Bachelor's degree preferred

Tools

Banking systems

Northern Trust teller system

Job description

Northern Trust in Winnetka, IL is seeking a Personal/Universal Banker to deliver exceptional client service across banking products and services. You will open, maintain and service client accounts, process money movement, and respond to inquiries via in-person, phone, and email.

The role emphasizes cross-selling and advising on client relationships while adhering to banking guidelines and risk controls. You will mentor junior bankers, participate in process improvements, and stay current with