Sr Personal Banker

Northern Trust
Florida
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Customer focus","Communication","Relationship building","Consultative selling","Collaboration"]

Build strong relationships with retail clients by understanding their financial needs and helping them make progress toward goals. Provide day-to-day guidance on personal banking products and services, partnering with internal specialists when needed. Deliver a high-quality customer experience while meeting business objectives through consultative conversations, service, and follow-up.

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FursaFursa
Northern Trust
Northern Trust
1 month ago

Sr Personal Banker

âś“ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 8 hours agoStatus: Live

Job Summary

Build strong relationships with retail clients by understanding their financial needs and helping them make progress toward goals. Provide day-to-day guidance on personal banking products and services, partnering with internal specialists when needed. Deliver a high-quality customer experience while meeting business objectives through consultative conversations, service, and follow-up.
Location: Florida
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Sr. Manager level

Key Responsibilities

  • •Serve as a primary point of contact for personal banking clients
  • •Assess client needs and recommend appropriate personal banking products and services
  • •Maintain and grow client relationships through proactive outreach and follow-up
  • •Partner with internal specialists to support more complex client needs
  • •Ensure timely, accurate handling of client requests and a high-quality service experience

Key Requirements

  • •Ability to provide exceptional customer service in a client-facing role
  • •Demonstrated consultative approach to understanding customers’ needs and recommending appropriate banking solutions
  • •Strong communication skills for building and maintaining client relationships
  • •Ability to meet sales and service goals through consistent follow-up
  • •Comfort collaborating with internal partners to deliver a complete client experience
Experience:Retail banking
Skills:Customer focusCommunicationRelationship buildingConsultative sellingCollaboration

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