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Personal Banking/Private Bankg
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74256 Requisition #
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Manages a Lobby Banking team responsible for delivering an exceptional client service experience while servicing clients with a full range of banking products and services. Primary responsibility is managing the lobby banking team activities including conducting performance management process, providing input for hiring and disciplinary action, and hands-on training to staff. Responsible for overseeing the execution and/or submission of 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. Additional duties 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 record keeping. Provide maintenance and holistic advice on assigned relationships by cross selling and identifying client needs.Of critical importance is the enforcement and adherence to the required banking guidelines, procedures and policies involved with requested activities. Additionally, the Personal Banking Manager is expected to serve as a mentor to their team and to strive to help evolve the processes, procedures and operating environment of their overall Wealth Management office. 

1. Manages a Lobby banking team, servicing clients with a full range of banking products and services. Conducts the performance management process, career development guidance, provides input for hiring and disciplinary actions, and provides hands-on training to staff.
2. Develops periodic goals, organizes the work, sets short-term priorities, monitors all activities, and ensures timely and accurate completion of the work.
3. Understands the business model and all products and services and engages 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.
4. Oversees the execution and/or submission of daily client account servicing activities within appropriate time frames, including but not limited to funds transfers, opening and closing accounts, account maintenance, imaging of documents, and researching of client issues. Manager completes client servicing activities as applicable. Serves as primary contact for sensitive clients on a full range of banking services.
5. Proactively communicates and escalates issues with relationship management and National Client Support Services Team Leaders as appropriate to obtain necessary information to properly resolve the request.
6. Fully understands and enforces adherence to all policies, procedures and compliance guidelines to ensure mitigation of risk and promptly escalates any issues and/or concerns to management.
7. Demonstrates expertise and provides direction to banking partners in the day to day operations of a banking office. Monitors and verifies account setup, maintenance and service for accuracy and completeness. Periodically reviews work for accuracy, ensuring that performance adheres to current standards, policies and procedures. Communicates to staff and management errors uncovered or processes in need of improvement.
8. 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.
9. Monitoring and completion of daily, monthly, quarterly and annual audits as well as operational activities and reports, such as Aged Overdrafts, Check Referrals, Audit Checklists, Documentation Deficiencies, Office Differences, Limit Violations, etc. 
10. Assumes selective administrative assignments; participates and directs project oriented tasks, as directed by unit manager.
11. Liaison for security issues as well as working with external vendors related to office issues (Red Hawk, Diebold, JLL, etc). May also be required to assist vendors and/or consultants with system related issues (Encore, Insight, etc.).
12. Ensure tasks related to BCP and Life Safety are current for the office. (i.e. Call Trees updated, Fire Alarm Testing) 
13. May have direct interaction with committees and/or Senior Management
14. Able to serve as a key subject matter expert and mentor to other more junior level employees
15. More technically sound in area of expertise and has broader knowledge of other areas
16. Delivers a work product that requires less revision
17. Able to facilitate discussions and reach decisions
18. Conducts performance management and career development processes, provides input for staffing and disciplinary actions and provides hands-on training to staff
• Minimum 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 work well independently and as part of a team• Strong verbal and written communication skills• Leadership and organizational skills are required to develop periodic goals and to manage and motivate team members towards the goals set

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United States, California, Montecito

📁 Personal Banking/Private Bankg

Requisition #: 66547

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Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1-800-807-0302 (North America), +630-276-5353 (Asia Pacific), +44(0)207 982 4357 (Europe, Middle East and Africa) and let us know the nature of your request and your contact information.

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