Sr Per Banker

Northern Trust
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 3-5 yearsSkills: ["Analytical skills","Problem-solving","Organizational skills","Independent work","Communication"]

Manage and maintain assigned client relationships through coordinated account servicing and advisory. Execute client account servicing activities such as processing wires and fund transfers, opening/closing accounts, maintaining records, imaging documents, and researching client issues. Handle cash and daily balancing activities while following WM Lobby Banking Operations policies. Support safe deposit box maintenance, train others, monitor banking reports, and assist with banking audits while adhering to risk, compliance, and regulatory guidelines.

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FursaFursa
Northern Trust
Northern Trust
3 days ago

Sr Per Banker

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 12 hours agoStatus: Live
Reposted: similar role first listed 4 months ago

Job Summary

Manage and maintain assigned client relationships through coordinated account servicing and advisory. Execute client account servicing activities such as processing wires and fund transfers, opening/closing accounts, maintaining records, imaging documents, and researching client issues. Handle cash and daily balancing activities while following WM Lobby Banking Operations policies. Support safe deposit box maintenance, train others, monitor banking reports, and assist with banking audits while adhering to risk, compliance, and regulatory guidelines.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Engage relevant business unit subject matter experts to identify potential client opportunities and provide maintenance and holistic advice on assigned relationships.
  • •Execute client account servicing activities including wires and fund transfers, opening/closing accounts, maintaining accurate records, imaging documents, and researching client issues.
  • •Handle paying/receiving activities, cash transactions, and daily balancing while fully adhering to WM Lobby Banking Operations policies and procedures.
  • •Maintain knowledge of client accounts and services, review documentation for completeness, and promptly escalate issues per Wealth Management risk management and compliance guidelines.
  • •Support safe deposit box maintenance, monitor banking reports, assist with banking audits, and mentor/train other Personal Bankers as directed.

Key Requirements

  • •3-5 years of related experience.
  • •Knowledge of banking operations, products, and services (preferred).
  • •Knowledge of federal regulations and banking guidelines (acquired through experience or formal training).
  • •Strong analytical, problem-solving, and organizational skills to manage conflicting priorities.
  • •Ability to think critically and work independently and collaboratively with strong verbal and written communication.
Experience:3-5 yearsBanking operations
Skills:Analytical skillsProblem-solvingOrganizational skillsIndependent workCommunication

Eligibility

Visa:H-1BL-1TNO-1E-3H-1B1F-1J-1OPTCPT
Work Authorization:Authorization required. Sponsorship not provided.

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
Glassdoor: 3.9
WebsiteLinkedIn