Personal Banker
Core
Deliver exceptional client service and execute administrative banking operations for sophisticated individuals and families.
Role type
Senior IC personal banker
Builds
Client accounts, money movements, and holistic relationship advice
Domain
Wealth management banking
Required skills
Client relationship management, account servicing, money movement processing, regulatory compliance, cross-selling, mentoring, audit support, cash handling, system navigation
Preferred skills
Banking operations knowledge, federal regulations knowledge, analytical problem solving, critical thinking
Technologies
Northern Trust teller system, Wealth Management Intranet, online banking tools
Responsibilities
Establish and maintain client accounts, process wires and fund transfers, resolve client inquiries, maintain accurate recordkeeping, handle cash transactions, serve as a mentor to fellow bankers, assist with banking audits, cross-sell banking products
Seniority
Mid-level, hands-on IC with mentorship duties