Northern Trust

1 month ago

Senior 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

Senior Personal Banker responsible for delivering an exceptional client service experience while servicing clients with a full range of banking products and services. Handles account openings/servicing, money movement, and client communications; cross-sells to expand relationships while maintaining accurate records and adhering to risk/compliance guidelines in a Wealth Management/Banking context.

Location: Houston

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Key Responsibilities

•Provide exceptional client service by offering a full range of banking products and services and maintaining complete and accurate client records.
•Execute and submit client account servicing activities, including wires/fund transfers, opening/closing accounts, and document imaging; research client issues as needed.
•Communicate proactively with relationship management and NCSS teams to obtain information and properly execute requested activities.
•Handle cash transactions and daily balancing activities in compliance with WM Lobby Banking Operations policies and procedures.
•Mentor fellow Personal Bankers, share expertise in deposit-related activities, and train others as designated by leadership.

Key Requirements

•Knowledge of banking operations, products and services; preference for related work experience.
•Strong analytical, problem-solving and organizational skills to identify, research and resolve requests and manage priorities.
•Ability to think critically, work independently and as part of a team.
•3-5 years of related experience.
•Strong verbal and written communication skills.

Experience:3-5 yearsBankingFinancial services

Skills:CommunicationProblem-solvingAnalyticalTeamworkCustomer service

Eligibility

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: 3.9

Website LinkedIn

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Northern Trust

1 month ago

Senior 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: Houston

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Key Responsibilities

•Provide exceptional client service by offering a full range of banking products and services and maintaining complete and accurate client records.
•Execute and submit client account servicing activities, including wires/fund transfers, opening/closing accounts, and document imaging; research client issues as needed.
•Communicate proactively with relationship management and NCSS teams to obtain information and properly execute requested activities.
•Handle cash transactions and daily balancing activities in compliance with WM Lobby Banking Operations policies and procedures.
•Mentor fellow Personal Bankers, share expertise in deposit-related activities, and train others as designated by leadership.

Key Requirements

•Knowledge of banking operations, products and services; preference for related work experience.
•Strong analytical, problem-solving and organizational skills to identify, research and resolve requests and manage priorities.
•Ability to think critically, work independently and as part of a team.
•3-5 years of related experience.
•Strong verbal and written communication skills.

Experience:3-5 yearsBankingFinancial services

Skills:CommunicationProblem-solvingAnalyticalTeamworkCustomer service

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

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