Personal Banker

About This Role

The Personal Banker delivers an exceptional client service experience by providing a full range of banking products and services. This role involves interacting with clients in person, via telephone, and email, responding to inquiries and providing information as requested. It suits a candidate who can execute and submit various administrative and operational activities related to clients, banking products, and services.

Responsibilities

• Execute and/or submit client account servicing requests within appropriate time frames, including submitting wires and fund transfers, preparing required documentation, opening and closing accounts, maintaining accurate and complete account records, imaging documents, and researching client issues
• Handle paying and receiving activities, including cash transactions and daily balancing activities
• Understand and adhere to all WM Lobby Banking Operations policies and procedures
• Develop a strong understanding of required steps involved with each request, communicating with relationship management and NCSS teams as appropriate to obtain necessary information
• Maintain a strong understanding of policies and procedures and address the requirements of each activity in a timely fashion and in strict adherence with Northern Trust and Wealth Management Risk Management and Compliance guidelines and procedures, promptly escalating any issues and/or concerns to management
• Develop a strong knowledge of the various business applications critical to client and account servicing, including on-line tools, and seek to expand knowledge of the latest enhancements to Northern Trust partner and client technology and/or systems
• Assist with maintenance and servicing of Safe Deposit Boxes in offices where available
• Keep informed of new or existing Northern Trust and Wealth Management products, services, and compliance requirements to respond to client questions and to assist in selling services
• Monitor banking reports and provide assistance with banking audits as directed by the Team Leader / Manager

Requirements

• Knowledge of federal regulation, banking guidelines, banking operations, products, and services, acquired through related work experience is preferred
• Strong client service skills, problem-solving, and organizational skills are required to identify, research, and/or resolve requests
• Ability to think critically and to work well independently and as part of a team
• Strong verbal and written communication skills
• 2-3 years of related experience
• Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future

Benefits

• 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