Senior Banking Advisor
Northern Trust
Senior Banking Advisor
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.
At Northern Trust, the Senior Banking Advisor develops and manages complex wealth management client relationships across banking, credit, and treasury management. As a senior advisor, this role is responsible for new business development, structuring and negotiating complex financing solutions, and advising clients through a goals-driven wealth management approach. The role balances high-level operational execution with the development and execution of strategic business initiatives and serves as a subject matter expert to partners and internal teams.
What You'll Do
- Develop new client relationships by identifying prospects and executing targeted marketing strategies for specific clients.
- Manage complex wealth management banking, credit, and treasury management client relationships and identify opportunities beyond banking, including investment and fiduciary solutions.
- Structure and negotiate complex loan and/or lease agreements in accordance with guidelines established by senior bank and business unit management.
- Analyze and negotiate loan terms, including special pricing conditions, interest rates, swaps, and related structures, in alignment with Credit Policy Committee guidelines; oversee and negotiate preparation of documentation required for financing agreements.
- Advise and consult with clients as it relates to Goals-Driven Wealth Management.
- Generate leads through well-established relationships with centers of influence (COIs) and cultivate a network of additional COIs.
- Serve as a subject matter expert by providing comprehensive, in-depth consulting and leadership to partners and teams at a high technical level.
- Execute activities that are large in scope, cross-functional, and technically complex.
- Balance high-level operational execution with the development and execution of strategic direction for business function activities.
- Engage directly with committees and senior management as required.
- Develop, implement, and administer strategic programs within assigned functional areas.
- Lead others in solving complex problems and navigating technically challenging situations.
What Will Make You Successful in the Role
- Advanced knowledge of the banking industry, competitive landscape, and financing, typically acquired through formal education and professional experience.
- Working knowledge of investments, trust, and financial consulting concepts to identify cross-selling opportunities.
- Strong negotiation, leadership, and sales skills required to develop client relationships, prospects, and partner networks.
- Excellent oral and written communication skills, with the ability to communicate complex or difficult concepts effectively.
- High degree of flexibility and adaptability to change.
- Ability to interpret internal and external business challenges and recommend best practices to improve products, processes, or services.
- Ability to communicate difficult concepts and influence others to adopt alternative points of view.
- Requires specialized depth and/or breadth of expertise within the job discipline or functional area.
Experience & Education
- At least 5 years of experience in financial analysis and client servicing, commercial lending, or leasing.
- May lead functional teams or projects with moderate resource requirements, risk, and/or complexity.
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at View email address on click.appcast.io.
We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
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