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Personal Banking Manager
Northern TrustPalm Beach, United Statesfull_timeVerifiedPosted 13 May 2026
About the role
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.
Major Duties :1. Manages a Lobby banking team, servicing clients with a full range of banking products and services. Conducts the performance management process, career development guidance, provides input for hiring and disciplinary actions, and provides hands-on training to staff. 2. Develops periodic goals, organizes the work, sets short-term priorities, monitors all activities, and ensures timely and accurate completion of the work. 3. Understands the business model and all products and services and engages appropriate business unit subject matter experts to explore potential opportunities with the client. Provides maintenance and holistic advice on assigned relationships by cross selling and identifying client needs. 4. Oversees the execution and/or submission of daily client account servicing activities within appropriate time frames, including but not limited to funds transfers, opening and closing accounts, account maintenance, imaging of documents, and researching of client issues. Manager completes client servicing activities as applicable. Serves as primary contact for sensitive clients on a full range of banking services. 5. Proactively communicates and escalates issues with relationship management and National Client Support Services Team Leaders as appropriate to obtain necessary information to properly resolve the request. 6. Fully understands and enforces adherence to all policies, procedures and compliance guidelines to ensure mitigation of risk and promptly escalates any issues and/or concerns to management. 7. Demonstrates expertise and provides direction to banking partners in the day to day operations of a banking office. Monitors and verifies account setup, maintenance and service for accuracy and completeness. Periodically reviews work for accuracy, ensuring that performance adheres to current standards, policies and procedures. Communicates to staff and management errors uncovered or processes in need of improvement. 8. Maintains a strong knowledge of the various business applications critical to client and account servicing, including on-line tools, and seeks to expand knowledge of the latest enhancements to Northern Trust partner and client technology and/or systems in order to maintain highest standards of servicing. 9. Monitoring and completion of daily, monthly, quarterly and annual audits as well as operational activities and reports, such as Aged Overdrafts, Check Referrals, Audit Checklists, Documentation Deficiencies, Office Differences, Limit Violations, etc. 10. Assumes selective administrative assignments; participates and directs project oriented tasks, as directed by unit manager. 11. Liaison for security issues as well as working with external vendors related to office issues (Red Hawk, Diebold, JLL, etc). May also be required to assist vendors and/or consultants with system related issues (Encore, Insight, etc.). 12. Ensure tasks related to BCP and Life Safety are current for the office. (i.e. Call Trees updated, Fire Alarm Testing) 13. May have direct interaction with committees and/or Senior Management 14. Able to serve as a key subject matter expert and mentor to other more junior level employees 15. More technically sound in area of expertise and has broader knowledge of other areas 16. Delivers a work product that requires less revision 17. Able to facilitate discussions and reach decisions 18. Conducts performance management and career development processes, provides input for staffing and disciplinary actions and provides hands-on training to staff Knowledge :• Knowledge of banking operations, products and services, acquired through related work experience is preferred • Knowledge of federal regulations and banking guidelines, usually acquired through related work experience or formal training • Strong analytical, problem solving, and organizational skills are required to identify, research and/or resolve requests, as well as to manage conflicting priorities and workflow • Ability to think critically and work well independently and as part of a team • Strong verbal and written communication skills • Leadership and organizational skills are required to develop periodic goals and to manage and motivate team members towards the goals set Experience :• Minimum 5 Years of related experienceWor
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