Sr Personal Banker
Core
Deliver exceptional client service and execute administrative banking operations for high-net-worth individuals and families, including account servicing, money movement, and safe deposit box management.
Role type
Senior IC personal banker
Builds
Client relationships and accurate account records for Wealth Management clients
Domain
Banking / Wealth Management
Required skills
Client relationship management, account opening and maintenance, wire and fund transfer processing, cash handling and daily balancing, regulatory compliance adherence, documentation review, mentoring and training, cross-selling, audit assistance
Preferred skills
Knowledge of federal banking regulations, banking operations expertise, analytical problem-solving
Technologies
Northern Trust teller system, Wealth Management Intranet, online banking tools
Responsibilities
Execute client account servicing activities including opening/closing accounts and processing wires; handle cash transactions and daily balancing; maintain safe deposit boxes; serve as a mentor to fellow bankers; assist with banking audits; cross-sell banking products and services; adhere to risk management and compliance guidelines.
Seniority
Senior, hands-on IC