Sr Personal Banker

Northern Trust
Menlo Park
Workplace: OnsiteFull timeUSD 64,170 - 102,810 annuallyFunction: Banking, Lending & CreditExperience: 3-5 yearsSkills: ["Analytical","Problem-solving","Organizational skills","Critical thinking","Communication"]

Provide end-to-end personal banking servicing for assigned client relationships, including advising, cross-selling, and executing account servicing activities such as wires and fund transfers, account openings/closings, record maintenance, and issue research. Handle paying/receiving transactions and daily balancing, support safe deposit box maintenance where available, monitor banking reports, assist with audits, and mentor fellow personal bankers.

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FursaFursa
Northern Trust
Northern Trust
2 days ago

Sr Personal Banker

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Provide end-to-end personal banking servicing for assigned client relationships, including advising, cross-selling, and executing account servicing activities such as wires and fund transfers, account openings/closings, record maintenance, and issue research. Handle paying/receiving transactions and daily balancing, support safe deposit box maintenance where available, monitor banking reports, assist with audits, and mentor fellow personal bankers.
Location: Menlo Park
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Understand client relationships and execute maintenance and holistic advice by cross-selling and identifying client needs.
  • •Perform client account servicing tasks, including wires and fund transfers, opening/closing accounts, record maintenance, document imaging, and researching client issues.
  • •Handle paying and receiving activities, including cash transactions and daily balancing, while following WM Lobby Banking Operations policies and procedures.
  • •Maintain and service safe deposit boxes where available and ensure documentation completeness for deposit accounts.
  • •Monitor banking reports, support audits as directed, and mentor/train fellow personal bankers in deposit area expertise.

Pay and Benefits

Salary: USD 64,170 - 102,810 annually
Equity and Bonus:Equity
Perks:401kPensionHealth InsuranceDentalVisionPaid LeaveParental Leave

Key Requirements

  • •3–5 years of related experience.
  • •Knowledge of banking operations, products, and services (preferred).
  • •Knowledge of federal regulations and banking guidelines, typically from related work experience or formal training.
  • •Strong analytical, problem-solving, and organizational skills to research and resolve requests while managing competing priorities.
  • •Ability to think critically and communicate effectively verbally and in writing.
Experience:3-5 years
Skills:AnalyticalProblem-solvingOrganizational skillsCritical thinkingCommunication

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
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Glassdoor: 3.9
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