Sr Personal Banker

About the Role

Sr Personal Banker at Northern Trust focused on building and servicing high-net-worth client relationships, providing guidance on wealth management, banking, and related services. The role involves cross-selling and coordinating with relationship managers and NCSS teams to meet client needs and ensure accurate account servicing. As part of a global leader in wealth management and banking, you will contribute to delivering exceptional service.

What You'll Do

• Understand the business model and engage appropriate business unit subject matter experts to explore potential opportunities with clients, providing maintenance and holistic advice on assigned relationships by cross-selling and identifying client needs.
• Execute and/or submit client account servicing activities within appropriate time frames, including processing wires and fund transfers, opening and closing accounts, maintaining accurate and complete account records, imaging documents, and researching client issues.
• Proactively communicate with relationship management and NCSS teams as appropriate to obtain necessary information to properly execute the requested activity.
• Handle paying and receiving activities, including cash transactions and daily balancing, and adhere to WM Lobby Banking Operations policies and procedures.
• Assist with maintenance and servicing of Safe Deposit Boxes in offices where available.
• Demonstrate expertise in setting up all types of client accounts and services, review documentation for completeness, and follow through to avoid deficiencies relating to deposit accounts.
• Maintain a strong understanding of policies and procedures and address requirements of each activity in a timely fashion in strict adherence with Northern Trust and Wealth Management Risk Management and Compliance guidelines, promptly escalating issues to management.
• Maintain a strong knowledge of various business applications critical to client and account servicing, including online tools, and expand knowledge of the latest enhancements to Northern Trust partner and client technology and/or systems to maintain high standards of servicing.
• Keep informed of all new products and services to respond to client questions and assist in selling services, expanding overall client relations.