Sr. Personal Banker

Northern Trust
Florida
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 3+ yearsSkills: ["Analytical","Problem-solving","Organizational","Communication","Mentoring"]

Serve as a Senior Personal Banker responsible for maintaining and advising assigned client relationships. Execute client account servicing activities—processing wires and fund transfers, opening/closing accounts, maintaining accurate records, and resolving client issues—while handling cash transactions and daily balancing. Support safe deposit box servicing, ensure compliance with banking policies and risk guidelines, use online tools to service accounts, and mentor other Personal Bankers.

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FursaFursa
Northern Trust
Northern Trust
1 day ago

Sr. Personal Banker

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Serve as a Senior Personal Banker responsible for maintaining and advising assigned client relationships. Execute client account servicing activities—processing wires and fund transfers, opening/closing accounts, maintaining accurate records, and resolving client issues—while handling cash transactions and daily balancing. Support safe deposit box servicing, ensure compliance with banking policies and risk guidelines, use online tools to service accounts, and mentor other Personal Bankers.
Location: Florida
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Engage relevant business unit experts to explore client opportunities and maintain holistic advice on assigned relationships through cross-selling and identifying client needs.
  • •Execute client account servicing activities, including processing wires and fund transfers, opening/closing accounts, maintaining accurate records, imaging documents, and researching client issues.
  • •Handle paying/receiving activities, including cash transactions and daily balancing, following all WM Lobby Banking Operations policies and procedures.
  • •Assist with maintenance and servicing of Safe Deposit Boxes where available.
  • •Maintain expertise in setting up client accounts and services, review documentation for completeness, follow risk/compliance guidelines, and promptly escalate issues as needed.

Key Requirements

  • •3+ years of related experience.
  • •Knowledge of banking operations, products, and services (acquired through related work experience is preferred).
  • •Knowledge of federal regulations and banking guidelines (acquired through related work experience or formal training).
  • •Strong analytical, problem-solving, and organizational skills to identify, research, and resolve requests and manage conflicting priorities.
  • •Strong verbal and written communication skills and ability to work independently and as part of a team.
Experience:3+ yearsBankingWealth management
Skills:AnalyticalProblem-solvingOrganizationalCommunicationMentoring
Tech Stack:WM IntranetOnline tools

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
Glassdoor: 3.9
WebsiteLinkedIn