Personal Banker
Core
Executes and submits client account servicing requests, handles paying and receiving activities, and maintains accurate account records for sophisticated clients.
Role type
mid-level operational banker (account servicing)
Builds
client accounts and transaction records
Domain
wealth management and banking operations
Required skills
account servicing, wire and fund transfer processing, cash transaction handling, regulatory compliance adherence, banking application proficiency, audit assistance
Preferred skills
federal regulation knowledge, banking guidelines expertise, client service, problem solving, critical thinking
Technologies
Northern Trust partner and client technology systems, WM Intranet, banking applications
Responsibilities
Submit client account servicing requests including wires and fund transfers; Handle paying and receiving activities including cash transactions; Maintain accurate and complete account records; Communicate with relationship management and NCSS teams; Assist with maintenance and servicing of Safe Deposit Boxes; Monitor banking reports and provide assistance with banking audits
Seniority
Mid-level, 2-3 years experience
