Settings

CAREERS
📁
Personal Banking/Private Bankg
📅
77299 Requisition #
Apply for Job
Share this Job
Sign Up for Job Alerts

As a Senior Personal Banker in our Winnetka 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.

 

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.

  • Establishes and/or submits 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. 

  • Assists with maintenance and servicing of Safe Deposit Boxes.

  • 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 cash 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 world’s 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.

We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and ethical companies.  

  • “Ranked #1, America’s Best Employers for Diversity” (Forbes Magazine, 2018)

  • “A World's Most Ethical Company” (Ethisphere Institute, 2017 – 4th Consecutive Year)

  • “World’s Most Admired Companies” (Fortune Magazine, 2018 – 12th Consecutive Year


Previous Job Searches

My Profile

Create and manage profiles for future opportunities.

Go to Profile

My Submissions

Track your opportunities.

My Submissions
Reasonable Accommodation
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.

Equal Employment Opportunity Statements
  • APAC EEO Statement
    • APAC EEO STATEMENT

      It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

  • Canada EEO Statement
    • Canada EEO STATEMENT

      Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law, regulation, or ordinance.

  • EMEA EEO Statement
    • EMEA EEO STATEMENT

      It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

  • USA EEO Statement
    • USA EEO STATEMENT

      It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status. EEO poster (U.S.)EEO is Law Poster Supplement