Sr. Personal Banker

Personal/Universal Banker

This is an office-based position and for the effective performance of this role, the duties and responsibilities must be carried out onsite.

Under general supervision (but works independently most of the time), the Personal/Universal Banker is responsible for delivering an exceptional client service experience while servicing clients with a full range of banking products and services. Responsible for executing and/or submitting various administrative and operational activities related to clients, banking products and services. Interacts with clients in person, via telephone and email, responding to inquiries and providing information as requested.

Primary activities include, but are not limited to, establishing and/or submitting requests for opening, maintaining and servicing client accounts, executing money movement, preparing and producing client materials and reports, resolving client inquiries, as well as maintaining complete and accurate recordkeeping. Provide maintenance and holistic advice on assigned relationships by cross selling and identifying client needs. Of critical importance is their adherence to the required banking guidelines, procedures and policies involved with requested activities.

The Personal/Universal Banker is expected to serve as a mentor to fellow Bankers and to strive to help evolve the processes, procedures and operating environment of their Wealth Management team.

The successful candidate will benefit from having:

• 3-5 years of related experience.
• Knowledge of banking operations, products and services, acquired through related work experience is preferred.
• Knowledge of federal regulations and banking guidelines, usually acquired through related work experience or formal training.
• Strong analytical, problem solving, and organizational skills are required to identify, research and/or resolve requests, as well as to manage conflicting priorities and workflow.
• Ability to think critically and to work well independently and as part of a team.
• Strong verbal and written communication skills.

Salary Range: $55,800 - 89,400 USD

Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.

Philanthropy is deeply rooted in Northern Trust's history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [email protected], or alternatively you can discuss your individual requirements with the recruiter you are working with.