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As a Senior Personal Banker in our San Diego office you will be responsible for delivering an exceptional client service experience while servicing clients with a full range of banking products and services.
You will execute and/or submit various administrative and operational activities related to clients, banking products and services. You will respond to client inquiries and information requests interacting with clients in person, via telephone and email.
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 adherence to required banking guidelines, procedures and policies involved with requested activities.Additionally, you will serve as a mentor to fellow Personal Bankers offering guidance, encouragement and direction and striving to help evolve the processes, procedures and operating environment of the Wealth Management team.
The Senior Personal Banker:
Understands the business model and engages the appropriate business unit subject matter experts to explore potential opportunities with the client. Provides maintenance and holistic advice on assigned relationships by cross selling and identifying client needs.
Executes and/or submits client account servicing activities within appropriate time frames, including but not limited to the processing of wires and fund transfers, opening and closing accounts, maintenance of accurate and complete account records, imaging of documents, and researching of client issues.
Proactively communicates with relationship management to obtain necessary information to properly execute the requested activity.
Handles paying and receiving activities, including teller transactions and daily balancing activities. Fully understands and adheres to all Wealth Management Lobby Banking Operations policies and procedures as documented on the WM Intranet.
Demonstrates expertise in the setting up all types of client accounts and services. Reviews documentation for completeness and follows through to avoid documentation deficiencies relating to deposit accounts.
Maintains a strong understanding of policies and procedures and addresses 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.
Maintains a strong knowledge of the various business applications critical to client and account servicing, including on-line tools, and seeks to expand knowledge of the latest enhancements to Northern Trust partner and client technology and/or systems in order to maintain highest standards of servicing.
Keeps informed of all new products and services to respond to client questions and to assist in selling services which results in expanding the overall client relationship.
Monitors banking reports as well as provides assistance with banking audits as directed by the Manager.
Is called upon to share expertise in the deposit area of the bank and trains others as designated by the Manager.
The successful candidate will benefit from having:
3-5 years of related experience
Knowledge of banking operations, products and services, and loans acquired through related work experience
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
Strong client servicing skills with the ability to establish strong working relationships
Ability to think critically and to work well independently and as part of a team.
Strong verbal and written communication skills.
Northern Trust provides innovative financial services and guidance to corporations, institutions and affluent families and individuals globally. With 130 years of financial experience, our 18,800 partners serve the worlds most sophisticated clients using leading technology and exceptional service.
As a Northern Trust partner, you will be part of a collaborative work culture that provides growth and opportunity along with 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 investing in and actively working to strengthen the communities we serve.
We recognize the value of a diverse workforce and embrace inclusion and diversity of culture, thought, and experience.
Wed love to learn more about how your interests and experience could be a fit with one of the worlds most admired and ethical companies.
Ranked #1, Americas Best Employers for Diversity (Forbes Magazine, 2018)
A World's Most Ethical Company (Ethisphere Institute, 2017 4th Consecutive Year)
Worlds Most Admired Companies (Fortune Magazine, 2018 12th Consecutive Year
Internal Number: 6741027
About Northern Trust
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