Sr Personal Banker
Core
Deliver exceptional client service and execute administrative banking operations for high-net-worth individuals and families.
Role type
Senior IC personal banker
Builds
Client accounts, money movements, and holistic banking advice
Domain
Wealth management banking
Required skills
Client relationship management, account servicing, money movement processing, regulatory compliance, cross-selling, mentoring, cash handling, audit support
Preferred skills
Banking operations knowledge, federal regulations knowledge, analytical skills, problem solving
Technologies
Northern Trust teller system, online banking tools
Responsibilities
Open and maintain client accounts, process wires and fund transfers, resolve client inquiries, handle cash transactions and daily balancing, assist with safe deposit boxes, serve as a mentor to fellow bankers, train others on deposit procedures, monitor banking reports, and assist with audits
Seniority
Senior, hands-on IC with mentorship duties