Northern Trust
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Sr Personal Banker
role at
Northern Trust About 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. Responsibilities
Under general supervision (but works independently most of the time) 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. 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 identifying client needs. Understand the business model and engage appropriate business unit subject matter experts to explore potential opportunities with the client. Provide maintenance and holistic advice on assigned relationships by identifying client needs. Execute and/or submit client account servicing activities within appropriate time frames, including processing wires and fund transfers, opening and closing accounts, maintaining accurate and complete account records, imaging documents, and researching client issues. Proactively communicate with relationship management and other service teams to obtain necessary information to properly execute the requested activity. Handle paying and receiving activities, including cash transactions and daily balancing. Adhere to Wealth Management Lobby Banking Operations policies and procedures. Assist with maintenance and servicing of Safe Deposit Boxes where available. Demonstrate expertise in setting up all types of client accounts and services. Review documentation for completeness and follow through to avoid documentation deficiencies relating to deposit accounts. Maintain strong knowledge of policies and procedures and adhere to Northern Trust and Wealth Management Risk Management and Compliance guidelines, escalating issues as needed. Maintain knowledge of business applications critical to client and account servicing, including online tools, and stay updated on enhancements to Northern Trust technology and systems to maintain high service standards. Keep informed of new products and services to respond to client questions and assist in selling services to expand the client relationship. Monitor banking reports and provide assistance with banking audits as directed by the Team Leader/Manager. Share expertise in the deposit area of the bank and train others as designated by the Team Leader/Manager. Qualifications
Previous years of related banking experience required. Knowledge of banking operations, products and services, acquired through related work experience. Knowledge of federal regulations and banking guidelines, usually acquired through related work experience or formal training. Strong analytical, problem solving, and organizational skills to identify, research and resolve requests, and to manage conflicting priorities and workflow. Ability to think critically and to work well independently and as part of a team. Strong verbal and written communication skills. In office
This is an office-based position and to perform effectively the duties and responsibilities must be carried out onsite. 328 Crandon, Ste 101, Key Biscayne, FL 33149 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. We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies. Build your career with us and apply today. #MadeForGreater Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com. 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. Apply today and talk to us about your flexible working requirements and together we can achieve greater. Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance and Sales Referrals increase your chances of interviewing at Northern Trust by 2x Get notified about new Senior Personal Banker jobs in Key Biscayne, FL. Miramar, FL $40,000.00-$70,000.00 1 month ago
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Sr Personal Banker
role at
Northern Trust About 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. Responsibilities
Under general supervision (but works independently most of the time) 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. 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 identifying client needs. Understand the business model and engage appropriate business unit subject matter experts to explore potential opportunities with the client. Provide maintenance and holistic advice on assigned relationships by identifying client needs. Execute and/or submit client account servicing activities within appropriate time frames, including processing wires and fund transfers, opening and closing accounts, maintaining accurate and complete account records, imaging documents, and researching client issues. Proactively communicate with relationship management and other service teams to obtain necessary information to properly execute the requested activity. Handle paying and receiving activities, including cash transactions and daily balancing. Adhere to Wealth Management Lobby Banking Operations policies and procedures. Assist with maintenance and servicing of Safe Deposit Boxes where available. Demonstrate expertise in setting up all types of client accounts and services. Review documentation for completeness and follow through to avoid documentation deficiencies relating to deposit accounts. Maintain strong knowledge of policies and procedures and adhere to Northern Trust and Wealth Management Risk Management and Compliance guidelines, escalating issues as needed. Maintain knowledge of business applications critical to client and account servicing, including online tools, and stay updated on enhancements to Northern Trust technology and systems to maintain high service standards. Keep informed of new products and services to respond to client questions and assist in selling services to expand the client relationship. Monitor banking reports and provide assistance with banking audits as directed by the Team Leader/Manager. Share expertise in the deposit area of the bank and train others as designated by the Team Leader/Manager. Qualifications
Previous years of related banking experience required. Knowledge of banking operations, products and services, acquired through related work experience. Knowledge of federal regulations and banking guidelines, usually acquired through related work experience or formal training. Strong analytical, problem solving, and organizational skills to identify, research and resolve requests, and to manage conflicting priorities and workflow. Ability to think critically and to work well independently and as part of a team. Strong verbal and written communication skills. In office
This is an office-based position and to perform effectively the duties and responsibilities must be carried out onsite. 328 Crandon, Ste 101, Key Biscayne, FL 33149 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. We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies. Build your career with us and apply today. #MadeForGreater Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com. 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. Apply today and talk to us about your flexible working requirements and together we can achieve greater. Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance and Sales Referrals increase your chances of interviewing at Northern Trust by 2x Get notified about new Senior Personal Banker jobs in Key Biscayne, FL. Miramar, FL $40,000.00-$70,000.00 1 month ago
#J-18808-Ljbffr