Personal Banker at Northern Trust | NY, US | Rezi

Personal Banker at Northern Trust

Personal Banker

Northern Trust · NY, US

1 weeks ago

Personal Banker

Northern Trust · NY, US

8 days ago
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About the Role

Northern Trust is seeking to hire a professional to execute and submit client account servicing requests, handle paying and receiving activities, and maintain a strong understanding of policies and procedures. This role involves developing knowledge of business applications and assisting with client and account servicing to maintain high standards.

Responsibilities

  • Executes and/or submits client account servicing requests within appropriate time frames, including submitting wires and fund transfers, preparing required documentation, opening and closing accounts, maintenance of accurate and complete account records, imaging of documents, and researching of client issues.
  • Handles paying and receiving activities, including cash transactions and daily balancing activities.
  • Develops a strong understanding of required steps involved with each request, communicating with relationship management and NCSS teams as appropriate to obtain necessary information to properly execute the requested activity.
  • 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.
  • Develops 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.
  • Assist with maintenance and servicing of Safe Deposit Boxes in offices where available.
  • Keeps 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 which results in expanding the overall client relationship.
  • Monitors banking reports as well as provides assistance with banking audits as directed by the Team Leader / Manager.

Requirements

  • 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.
  • 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.

Skills

  • Knowledge of federal regulation, banking guidelines, banking operations, products and services is preferred.
  • Ability to think critically
  • Ability to work well independently
  • Ability to work well as part of a team
  • Strong verbal communication skills
  • Strong written communication skills

Experience Level

  • 2-3 years of related experience

Salary/Compensations

  • $60,720 - 91,080 USD

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
  • Other voluntary and well-being benefits
  • Discretionary bonus program that may include an equity component

About the Company

  • As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions.
  • Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity.
  • With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
  • 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.

Equal Opportunity

  • 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 MyHRHelp@ntrs.com, or alternatively you can discuss your individual requirements with the recruiter you are working with.