Personal Banker

Northern Trust
New York
Workplace: OnsiteFull timeUSD 60,720 - 91,080Function: Banking, Lending & CreditExperience: 2-3 yearsSkills: ["Client service","Problem-solving","Organizational skills","Critical thinking","Verbal and written communication"]

Execute and/or submit client account servicing requests, including wires and fund transfers, documentation, and opening/closing accounts while keeping accurate records. Handle paying/receiving activities and daily balancing in line with wealth management banking operations procedures. Coordinate with relationship management and NCSS teams to gather required information, maintain risk/compliance adherence, and escalate issues as needed. Support safe deposit box maintenance and assist with audits by monitoring banking reports.

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FursaFursa
Northern Trust
Northern Trust
9 hours ago

Personal Banker

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 9 hours agoStatus: Live

Job Summary

Execute and/or submit client account servicing requests, including wires and fund transfers, documentation, and opening/closing accounts while keeping accurate records. Handle paying/receiving activities and daily balancing in line with wealth management banking operations procedures. Coordinate with relationship management and NCSS teams to gather required information, maintain risk/compliance adherence, and escalate issues as needed. Support safe deposit box maintenance and assist with audits by monitoring banking reports.
Location: New York
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Execute and/or submit client account servicing requests within required time frames, including wires/fund transfers, documentation, and account maintenance.
  • •Handle paying/receiving activities and daily balancing while adhering to WM Lobby Banking Operations policies and procedures.
  • •Understand required steps for each request and coordinate with relationship management and NCSS teams to obtain necessary information.
  • •Follow Northern Trust Wealth Management risk management and compliance guidelines, escalating issues or concerns to management as needed.
  • •Develop knowledge of relevant products/services and assist with safe deposit box maintenance and banking audits as directed.

Pay and Benefits

Salary: USD 60,720 - 91,080
Equity and Bonus:Equity
Perks:401kPensionHealth InsuranceDentalVisionPaid LeaveParental LeaveCaregiver LeaveLife InsuranceDisability Insurance

Key Requirements

  • •2-3 years of related experience.
  • •Knowledge of federal regulations, banking guidelines, and banking operations/products/services (acquired through related work experience preferred).
  • •Strong client service skills to identify, research, and resolve servicing requests.
  • •Problem-solving, critical thinking, and strong organizational skills to execute required steps.
  • •Strong verbal and written communication skills and ability to work independently and with a team.
Experience:2-3 yearsBankingWealth management
Skills:Client serviceProblem-solvingOrganizational skillsCritical thinkingVerbal and written communication

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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