Northern Trust

1 month ago

Sr Personal Banker

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

The Sr Personal Banker provides exceptional client service, cross-sells banking products, handles account servicing (wires, transfers, openings/closings), and mentors fellow bankers within Wealth Management, working onsite in Lake Forest, IL. You’ll use banking policies and technology to manage client relationships and expand the bank’s wealth management services.

Location: Illinois

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Manager level

Key Responsibilities

•Provide maintenance and servicing of client accounts, including opening, maintaining, and closing accounts, and processing wires and fund transfers.
•Cross-sell and identify client needs to maintain holistic relationships and drive revenue.
•Communicate proactively with relationship management and operations teams to execute requested activities.
•Handle paying and receiving activities, including cash transactions and daily balancing, adhering to risk and compliance guidelines.
•Mentor fellow Personal Bankers and train others on deposit products and bureau systems.

Pay and Benefits

Salary: USD 55,800 - 89,400 annually

Equity and Bonus:Equity

Perks:Health Insurance401kPensionPaid LeaveParental LeaveLife InsuranceDisability InsuranceEquity

Key Requirements

•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
•Strong verbal and written communication skills

Experience:3-5 yearsFinancial servicesBanking

Skills:CommunicationProblem-solvingTeamworkAnalytical thinking

Languages:English

Tech Stack:Northern Trust teller systemOnline tools

Company Brief

Northern Trust

Global financial services firm providing wealth management, asset servicing, asset management, and banking solutions to institutions, corporations, and affluent individuals, with a focus on custody, investment management, and technology-driven services.

Industry: Asset Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Chicago, United States

Founded: 1889

Glassdoor: 3.9

Website LinkedIn

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Northern Trust

1 month ago

Sr Personal Banker

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Location: Illinois

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Manager level

Key Responsibilities

•Provide maintenance and servicing of client accounts, including opening, maintaining, and closing accounts, and processing wires and fund transfers.
•Cross-sell and identify client needs to maintain holistic relationships and drive revenue.
•Communicate proactively with relationship management and operations teams to execute requested activities.
•Handle paying and receiving activities, including cash transactions and daily balancing, adhering to risk and compliance guidelines.
•Mentor fellow Personal Bankers and train others on deposit products and bureau systems.

Pay and Benefits

Salary: USD 55,800 - 89,400 annually

Equity and Bonus:Equity

Perks:Health Insurance401kPensionPaid LeaveParental LeaveLife InsuranceDisability InsuranceEquity

Key Requirements

•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
•Strong verbal and written communication skills

Experience:3-5 yearsFinancial servicesBanking

Skills:CommunicationProblem-solvingTeamworkAnalytical thinking

Languages:English

Tech Stack:Northern Trust teller systemOnline tools

Company Brief

Northern Trust

Industry: Asset Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Chicago, United States

Founded: 1889

Glassdoor: 3.9

Website LinkedIn