Full-Time
Senior Personal Banker
Posted on 7/21/2025
Northern Trust
10,001+ employees
Global wealth management and asset servicing
No salary listed
Houston, TX, USA
In Person
This is an office-based position and for the effective performance of this role, the duties and responsibilities must be carried out onsite.
 Finance & Banking (1) |
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- Previous years of related banking experience required
- Knowledge of banking operations, products and services, acquired through related work experience
- 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 to work well independently and as part of a team
- Strong verbal and written communication skills
- Delivering an exceptional client service experience while servicing clients with a full range of banking products and services
- Executing and/or submitting various administrative and operational activities related to clients, banking products and services
- Interacting with clients in person, via telephone and email, responding to inquiries and providing information as requested
- Establishing and/or submitting requests for opening, maintaining and servicing client accounts
- Executing money movement, preparing and producing client materials and reports, resolving client inquiries, as well as maintaining complete and accurate recordkeeping
- Providing maintenance and holistic advice on assigned relationships by cross-selling and identifying client needs
- Understanding the business model and engaging appropriate business unit subject matter experts to explore potential opportunities with the client
- Executing and/or submitting client account servicing activities within appropriate time frames
- Proactively communicating with relationship management and NCSS teams as appropriate to obtain necessary information to properly execute the requested activity
- Handling paying and receiving activities, including cash transactions and daily balancing activities
- Assisting with maintenance and servicing of Safe Deposit Boxes in offices where available
- Demonstrating expertise in the setting up all types of client accounts and services
- Maintaining a strong understanding of policies and procedures and addressing the requirements of each activity in a timely fashion
- Maintaining a strong knowledge of the various business applications critical to client and account servicing
- Keeping informed of all new products and services to respond to client questions and to assist in selling services
- Monitoring banking reports as well as providing assistance with banking audits as directed by the Team Leader / Manager
- Sharing expertise in the deposit area of the bank and training others as designated by the Team Leader/Manager
Preparing company summary.
Company Size
10,001+
Company Stage
IPO
Headquarters
Menlo Park, California
Founded
1889
Simplify's Take
What believers are saying
- Q1 2026 earnings beat with $2.71 EPS, up 43% YoY; revenue grew 13.8% to $2.21B.
- BMO upgraded to Outperform citing shift toward higher-margin wealth and asset management businesses.
- Digital asset infrastructure positioning Northern Trust at center of institutional blockchain adoption.
What critics are saying
- Competitors BNY Mellon and State Street posted stronger Q1 revenue growth; market share erosion accelerating.
- Apprentice-powered ServiceNow delivery via Xchange creates compliance and operational risk in regulated environments.
- Digital asset custody initiatives face regulatory barriers and insufficient blockchain liquidity; investments may fail.
What makes Northern Trust unique
- Appointed David Sara to deepen Asia Pacific asset owner engagement and product strategy alignment.
- Partnering with Digital Asset Holdings and Canton Network for institutional-grade tokenized asset custody.
- Alyssa Quinlan building dedicated fine art and collectibles advisory platform for wealth clients.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
401(k) Retirement Plan
401(k) Company Match
Paid Vacation
Paid Sick Leave
Paid Holidays
Parental Leave
Hybrid Work Options
Flexible Work Hours
Mental Health Support
Wellness Program
Company News
Northern Trust appoints Alyssa Quinlan as Head of Advisor Relationships & Strategic Partnerships. Northern Trust Wealth Management has appointed Alyssa Quinlan as Head of Advisor Relationships & Strategic Partnerships. She will report to Global Head of Sales David Albright. Quinlan will lead the firm's relationships with professional advisors, including law and accounting firms, business advisory and investment consultants. These collaborations often intersect with client needs around unique assets such as fine art and collectibles, which the firm has a long history of addressing through its comprehensive wealth planning and fiduciary services. Building on that foundation, Quinlan will develop a dedicated platform that addresses the increasingly sophisticated needs of collectors and families with significant art holdings. "Our clients rely on a network of trusted advisors, and those relationships are central to delivering sophisticated advice," Albright said. "With Alyssa's addition, we are strengthening our advisor engagement strategy while further integrating guidance around unique assets - from valuation and liquidity planning to estate and legacy strategies." Quinlan brings 25 years of experience across wealth management, private banking and fine art. She most recently served as CEO of Freeman's Auctions & Appraisals, where she oversaw firmwide operations, led strategic growth initiatives and guided a major merger integration. In addition, she launched and managed the Chicago office of Gurr Johns, an art advisory and appraisal group. Earlier in her career, Quinlan held leadership roles at J.P. Morgan Chase, BMO Private Bank and Smith Barney/Citigroup Asset Management. She also served in senior positions at Leslie Hindman Auctioneers and Peterson Consulting. Quinlan is an active member of YPO, The Economic Club of Chicago, The Chicago Network and the Chicago Estate Planning Council, and supports arts and cultural organizations in Chicago, including the Museum of Contemporary Art, the Luminarts Cultural Foundation and the Women's Board of Ravinia. She holds a BA from DePauw University.
Northern Trust Wealth Management has appointed Alyssa Quinlan as Head of Advisor Relationships & Strategic Partnerships, reporting to Global Head of Sales David Albright. Quinlan will lead relationships with professional advisors including law, accounting and investment consulting firms. The former CEO of Freeman's Auctions & Appraisals will also develop a dedicated platform addressing the needs of collectors and families with significant art holdings. This builds on Northern Trust's existing wealth planning and fiduciary services for unique assets such as fine art and collectibles. Quinlan brings 25 years of experience across wealth management, private banking and fine art, including leadership roles at JP Morgan Chase, BMO Private Bank and Smith Barney. Northern Trust had $507.2 billion in assets under management as of 31 December 2025.
Retirement industry people moves - 3/13/2026. Blackstone announces leadership appointments in private wealth division; Lenox Advisors announces partner promotions; Northern Trust Wealth Management adds global head of sales. Reported by Blackstone announces leadership appointments in private wealth division. Blackstone Inc. made two senior appointments to its private wealth leadership team. Rashmi Madan, a 15-year veteran of the firm, was promoted to the newly created post of global head of portfolio solutions for private wealth. She will oversee the worldwide scaling of Blackstone's multi-strategy investment solutions for individual investors. Simona Maellare, formerly global co-head of the alternative capital group at UBS, joins Blackstone as head of EMEA for private wealth. Maellare brings more than three decades of experience in alternative asset management and will lead the firm's expansion across Europe and the Middle East. The appointments are designed to accelerate growth in Blackstone's private wealth business, which now manages more than $300 billion globally, according to the company. Lenox Advisors announces partner promotions. Lenox Advisors Inc., a wealth and insurance advisory firm and an affiliate of NFP, an Aon company, announced the promotions of Russell Rolnick, Matthew Sendach and Zachary Kriftcher to partner. Rolnick joined Lenox Advisors nearly 20 years ago and serves high-net-worth individuals and corporate clients, with a focus on estate planning, retirement strategies, risk management, wealth management and employee benefits consulting. Sendach has been at Lenox Advisors since 2009, developing expertise across wealth management, insurance, estate planning and employee benefits strategies for both individual and corporate clients. Kriftcher joined Lenox Advisors in 2013 and most recently served as managing director. He focuses on estate, insurance and investment management strategies for individual clients, as well as employee benefits and executive carve-out programs for corporate clients. Northern Trust Wealth Management appoints global head of sales. Northern Trust Wealth Management named David Albright as global head of sales. Albright will lead client development strategy, sales execution and strategic partnerships, reporting to Wealth Management President Jason Tyler. Albright steps into the position during a period of sustained growth for Northern Trust Wealth Management, as the business expands within key segments and deepens its investment and advisory capabilities. In the announcement, Tyler highlighted Albright's institutional knowledge and execution-focused mindset as key assets for the firm's continued momentum. Previously, Albright led client development for global family and private investment offices and later co-led business activity in the Eastern U.S.
Northern Trust has been appointed to provide asset servicing solutions for Netherlands-based CK Capital Partners' CK Capital Value Fund, which launched in the fourth quarter of 2025. Services include fund administration, global custody, financial reporting and transfer agency. The company has also appointed David Albright as Global Head of Sales for Wealth Management, signalling a focus on deepening relationships with high-value clients. The move comes alongside Northern Trust's expansion of its dynamic currency hedging framework with Berenberg. Northern Trust's narrative projects $8.2 billion revenue and $1.4 billion earnings by 2028, implying a 1.6% yearly revenue decline. The company's fair value is estimated at $157.11, representing a 12% upside to its current price.
Northern Trust has partnered with Intercontinental Exchange to use ICE ETF Hub as the order-taking platform for its new US exchange-traded funds servicing capability for institutional investors. The integration marks a significant step in Northern Trust's strategic entry into the US institutional investor ETF servicing market. ICE ETF Hub provides secure, scalable technology infrastructure that streamlines ETF primary market workflows and connects with authorised participants, market makers and distributors. The platform will integrate with Northern Trust's automated ETF servicing application. Since inception, ICE ETF Hub has processed over $5 trillion in order notional. The partnership comes as institutional demand for ETFs continues to surge, driven by strong inflows and innovation across passive and active strategies. Northern Trust had $18.7 trillion in assets under custody as of 31 December 2025.