Northern Trust

3 weeks ago

Senior Personal Banker

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 9 hours agoStatus: Live

Job Summary

Deliver end-to-end personal banking support for assigned client relationships by executing account servicing activities and maintaining accurate account records. Process and balance cash transactions, transfers, and deposit account changes, while adhering to Wealth Management risk, compliance, and WM Lobby Banking Operations policies. Partner with relationship management and NCSS teams to obtain required information, monitor reports, support audits, and mentor other personal bankers.

Location: Dallas

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key Responsibilities

•Understand the client business model and engage relevant subject matter experts to identify opportunities.
•Execute and/or submit account servicing activities including wires, fund transfers, account openings/closures, and document imaging.
•Handle paying and receiving activities, including cash transactions and daily balancing, in line with WM Lobby Banking Operations policies.
•Assist with safe deposit box maintenance and servicing (where available) and ensure deposit account documentation completeness.
•Maintain knowledge of banking products, monitor reports, support audits, and mentor/train other personal bankers as needed.

Key Requirements

•3-5 years of related experience.
•Knowledge of banking operations, products, and services (acquired through related work experience preferred).
•Knowledge of federal regulations and banking guidelines (usually acquired through related work experience or formal training).
•Strong analytical, problem-solving, and organizational skills to manage conflicting priorities and resolve requests.
•Strong verbal and written communication skills; ability to work independently and as part of a team.

Experience:3-5 yearsWealth managementBanking

Skills:CommunicationProblem-solvingOrganizational skillsCritical thinkingMentoringTeam collaboration

Tech Stack:WM Intranet

Eligibility

Visa:H-1BL-1TNO-1E-3H-1B1F-1J-1OPTCPT

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

3 weeks ago

Senior Personal Banker

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 9 hours agoStatus: Live

Job Summary

Location: Dallas

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key Responsibilities

•Understand the client business model and engage relevant subject matter experts to identify opportunities.
•Execute and/or submit account servicing activities including wires, fund transfers, account openings/closures, and document imaging.
•Handle paying and receiving activities, including cash transactions and daily balancing, in line with WM Lobby Banking Operations policies.
•Assist with safe deposit box maintenance and servicing (where available) and ensure deposit account documentation completeness.
•Maintain knowledge of banking products, monitor reports, support audits, and mentor/train other personal bankers as needed.

Key Requirements

•3-5 years of related experience.
•Knowledge of banking operations, products, and services (acquired through related work experience preferred).
•Knowledge of federal regulations and banking guidelines (usually acquired through related work experience or formal training).
•Strong analytical, problem-solving, and organizational skills to manage conflicting priorities and resolve requests.
•Strong verbal and written communication skills; ability to work independently and as part of a team.

Experience:3-5 yearsWealth managementBanking

Skills:CommunicationProblem-solvingOrganizational skillsCritical thinkingMentoringTeam collaboration

Tech Stack:WM Intranet

Eligibility

Visa:H-1BL-1TNO-1E-3H-1B1F-1J-1OPTCPT

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