Sr. Personal Banker

Northern Trust
Illinois
Workplace: OnsiteFull timeUSD 55,800 - 89,400 annuallyFunction: Banking, Lending & CreditExperience: 3-5 yearsSkills: ["Analytical skills","Problem-solving","Organizational skills","Critical thinking","Verbal and written communication"]

Deliver exceptional in-person, phone, and email client service by opening, maintaining, and servicing accounts and executing money movement. Handle paying/receiving activities such as cash transactions, daily balancing, and wire/fund transfers, while preparing client materials and resolving inquiries. Provide holistic relationship maintenance and cross-selling, maintain accurate recordkeeping, and ensure strict adherence to banking guidelines, compliance, and risk management. Mentor fellow bankers and support audits as directed.

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FursaFursa
Northern Trust
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: 3 hours agoStatus: Live
Reposted: similar role first listed 3 months ago

Job Summary

Deliver exceptional in-person, phone, and email client service by opening, maintaining, and servicing accounts and executing money movement. Handle paying/receiving activities such as cash transactions, daily balancing, and wire/fund transfers, while preparing client materials and resolving inquiries. Provide holistic relationship maintenance and cross-selling, maintain accurate recordkeeping, and ensure strict adherence to banking guidelines, compliance, and risk management. Mentor fellow bankers and support audits as directed.
Location: Illinois
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Deliver exceptional client service while servicing clients with a range of banking products and services.
  • •Establish and/or submit requests to open, maintain, and service client accounts, including executing money movement and preparing client materials and reports.
  • •Process and manage client account servicing activities within required time frames (e.g., wires, fund transfers, opening/closing accounts, recordkeeping, imaging, researching issues).
  • •Handle paying/receiving activities including cash transactions and daily balancing; adhere to lobby banking operations policies and procedures.
  • •Provide maintenance and holistic advice on assigned relationships by cross-selling, identifying client needs, mentoring fellow bankers, and escalating issues as needed.

Pay and Benefits

Salary: USD 55,800 - 89,400 annually
Perks:Health InsuranceDentalVision401kPensionPaid LeaveParental LeaveDisabilityLife Insurance

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 work experience or formal training.
  • •Strong analytical, problem-solving, and organizational skills to resolve requests and manage conflicting priorities.
  • •Strong verbal and written communication skills and ability to work independently and in a team.
Experience:3-5 yearsBanking
Skills:Analytical skillsProblem-solvingOrganizational skillsCritical thinkingVerbal and written communication
Tech Stack:EmailPhone

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