About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
This is an office-based position and for the effective performance of this role, the duties and responsibilities must be carried out onsite.
Under general supervision (but works independently most of the time), the Personal/Universal Banker is responsible for delivering an exceptional client service experience while servicing clients with a full range of banking products and services. Responsible for executing and/or submitting 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.
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.
- Providing maintenance and holistic advice on assigned relationships by cross selling and identifying client needs.
- Adhering to the required banking guidelines, procedures and policies involved with requested activities.
The Personal/Universal Banker is expected to serve as a mentor to fellow Bankers and to strive to help evolve the processes, procedures and operating environment of their Wealth Management team at the Oakbrook Terrace office.
Responsibilities:
- Understanding the business model and engaging appropriate business unit subject matter experts to explore potential opportunities with the client.
- Executing and/or submitting client account servicing activities within appropriate time frames.
- Proactively communicating with relationship management and operations teams as appropriate.
- Handling paying and receiving activities, including cash transactions and daily balancing activities.
- Assisting with maintenance and servicing of Safe Deposit Boxes.
- Demonstrating expertise in the setting up all types of client accounts and services.
- Maintaining a strong understanding of policies and procedures.
- Keeping informed of all new products and services.
- Monitoring banking reports and providing assistance with banking audits.
- Serving as a mentor to fellow Personal Bankers.
- Sharing expertise in the deposit area of the bank and training others.
- Cross training on the Northern Trust teller system.
The successful candidate will benefit from having:
- 3-5 years of related experience.
- Knowledge of banking operations, products and services.
- Knowledge of federal regulations and banking guidelines.
- Strong analytical, problem solving, and organizational skills.
- Ability to think critically and work independently and as part of a team.
- Strong verbal and written communication skills.
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
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 sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation:
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.
We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
#J-18808-Ljbffr
