Sr. Banking Advisor
Northern Trust
About Northern TrustAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions. Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide. With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. Major Duties :• Develops new relationships. Identifies prospects and develops the marketing strategy for specific clients.
- Manages complex wealth management banking credit and treasury management client relationships and identifies opportunities external to banking in the areas of investment and fiduciary
- Responsible for structuring and negotiating complex loan and/or lease agreements according to guidelines established by senior bank and business unit management
- Analyzes and negotiates the terms of loans, such as special pricing conditions, interest rates, Swaps etc. according to guidelines set by the Credit Policy Committee. Oversees and negotiates the preparation of documentation necessary for the financing agreement
- Advises and consults with clients as it relates to Goals Driven Wealth Management
- Generates leads through well established relationships with COI’s and cultivates a network of additional COI’s
- As subject area expert, provides comprehensive, in-depth consulting and leadership to team and partners at a high technical level
- Carries out activities that are large in scope, cross-functional and technically difficult
- Role is balanced between high level operational execution and development and execution of strategic direction of business function activities
- Responsible for direct interaction with different committees and/or management.
- Strategic in developing, implementing and administering programs within functional areas
- Leads others to solve complex problems
- Skills in negotiation, leadership and sales are necessary to develop the client and prospect relationships and a partner network
- Excellent oral and written communication skills are required
- Highly flexible and adaptable to change
- Interprets internal/external business challenges and recommends best practices to improve products, processes or services
- Communicates difficult concepts and negotiates with others to adopt a different point of view
- Requires specialized depth and/or breadth of expertise in own job discipline or field
- ...Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News' Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate's 20...SeniorImmediate startDay shift
- ...Senior Home Lending Advisor Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional... ...of mortgage lending and proven sales experience in retail banking ~ Knowledge of real estate market in local area ~ Excellent...SeniorWork experience placementLocal areaImmediate startRelocation
- ...is seeking a Senior Private Wealth Banker to act as a trusted advisor, managing complex loans and delivering tailored financial solutions... ...'s Degree in Finance and significant experience in credit/banking. This role offers the opportunity to develop new business and enhance...Senior
- ...required.QualificationsYou have a minimum 5-7 years of experience in financial crime compliance, with a particular focus on correspondent banking and/or Banking as A Service (BaAS) program,You have experience collaborating with external partners, as well as internal product...Senior
$158.4k - $237.6k
...StatesSalary: $158,400.00 - $237,600.00Category: Communications and External Relations, ProfessionalCompany: CitiCiti is a preeminent banking partner for institutions with cross-border needs, a global leader in wealth management, and a valued personal bank in its home...SeniorFull timeLocal area- ...Banker in Austin, Texas. In this role, you will act as a trusted advisor, recommend financial solutions to high-net-worth clients, and... ...Bachelor's Degree in Finance and substantial experience in credit/banking, possessing strong analytical and business development skills....Senior
- ...Underwrites credit exposure for the most complex and largest credit relationships and circumstances and actively manages a Middle Market Banking portfolio. Includes day-to-day client interaction, managing portfolio risk and adheres to all regulatory and compliance guidelines....SeniorFull timePart timeShift workDay shift
- Bank of America in Austin, TX seeks an experienced Senior Commercial Banking professional to advise and deliver financial solutions to complex Global Commercial Banking clients. You will manage an extensive portfolio, acquire and deepen relationships, and collaborate with...Senior
- Third Coast Bank in Austin, TX is seeking a Senior Portfolio Manager to oversee larger middle market and corporate credits. You will support relationship managers, lead underwriting of complex deal structures, review loan documents, and monitor portfolio health. The role...Senior
- ...Woodlands -WDLND Areas of Interest: Finance; Private Banking Pay Transparency Salary Range: Not Available... ...Bonus Type Formula Based Summary Acting as a trusted advisor, finding and recommending the right financial solutions to help...SeniorLocal area
$130k - $254k
...leading the company's financial risk management, liquidity strategy, banking infrastructure, investment oversight, treasury technology initiatives, and executive reporting. This role serves as a key advisor to the VP Treasurer and partners across Finance, Accounting, Tax,...SeniorFull timeLocal area$100k - $179k
About this role:Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager for clients with annual revenue of $100MM to $2B as part of the Commercial Bank. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role, you will:Research...SeniorFull timeWork experience placement$200k - $260k
...SDKs, event-driven architectures like SNS/SQS or equivalent, SQL, GitHub or equivalent. Preferred RequirementsBackground in RegTech, banking, or scaled fintech, with direct exposure to complex regulatory environments. Expertise in blockchain technologies and crypto...Remote workFlexible hours- ...the ability to drive new business? If so, the Producer - Life Advisor role might be for you!At Frost, it’s about more than a job. It’... ...part of Frost’s over 150-year legacy of providing unparalleled banking services.Who you are:As a Producer - Life Advisor, you’ll screen...Full time
- Velocity Credit Union is seeking a Relationship Banker at our Downtown Branch in Austin, TX. You will blend teller duties with banking skills to build member trust through personalized service and proactive financial guidance. The role emphasizes day-to-day banking support...
- UFCU in Texas seeks a Personal Banker to serve as a trusted ambassador of our core values, delivering excellent Member service by processing transactions, answering questions, and resolving account issues of moderate complexity. Through an interactive consultative interview...
- Fifth Third Bank is seeking a Personal Banker II in Northeast Austin to cultivate and deepen customer relationships, advise on financial needs, and provide solutions across the customer lifecycle. You will engage customers in person or by phone, using a consultative selling...
- ...will learn, innovate, and lead, and together we will improve the way the world works and lives.Key responsibilities of the Investment Banking Management Consulting Consultant may include:Assist and collaborate with senior leaders to execute large-scale, complex...Full timeWork experience placementLive inWork at officeLocal area
- ...and Cavanal Hill Investment Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas... ...seamlessly transition their wealth.Job DescriptionThe Private Wealth Advisor is primarily responsible for developing, maintaining, and...Work experience placementWork at office
- ...and shaping what’s next for the industry. Our technology powers mission‑critical solutions across Lending, Payments and Universal Banking, supporting over 7,000 customers, including 80% of the world’s top 50 banks, in more than 110 countries. What Will You Contribute?Finastra...Full timeWork at officeLocal areaImmediate startWorldwide2 days per week
$92.22k - $106.1k
...relationships and individual assignments.Preferred QualificationsAdditional specialty certifications such as FDM, Business Assets, or Banking"Armanino" is the brand name under which Armanino LLP and Armanino Advisory LLC, independently owned entities, provide professional...Full timeContract workLocal areaFlexible hours$350k
...level customer experience to everyone you meet? If so, the Wealth Advisor II role might be for you!At Frost, it’s about more than a job.... ...part of Frost’s over 150-year legacy of providing unparalleled banking services.Who you are: As a Wealth Advisor II, you believe in...Full time- ...Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day....Temporary workWork at officeMonday to Friday
- ...enterprise value for clients. Accenture is growing our practice to help our clients navigate their transformational journeys. The Banking & Capital Markets Digital Assets Senior Manager will be focused on supporting the development of our offerings and the delivery of...Full timeLive inWork at officeLocal area
- ...HilltopSecurities is looking to hire a Financial Advisor in Austin, Texas. This role will be responsible for creating, implementing,... ...portfolio of products, we deliver a broad range of investment banking and related financial services that help our clients achieve their...
- ...review the following job description:Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.... ...ability to handle the most challenging, sensitive and complex banking relationships.* Focuses on targeted prospecting and developing...Full timePart timeWork at officeLocal areaShift workDay shift
- Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.Being...Full timeWork at officeFlexible hoursDay shift
- ...Financial Solutions Advisor - Austin Area Austin, Texas;Austin, Texas; Round Rock, Texas; Austin, Texas; Austin, Texas; Manor, Texas... ...application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...Description Job Summary The Wealth Advisor builds and maintains strong relationships with high-net-worth clients and their families through... ...institution as the client’s primary provider for investment, banking, and borrowing needs. Develops relationships with clients’...Work at officeRemote workWeekend workAfternoon shift
$87.46k - $121.92k
...tactics to impersonate Ascension employees. To ensure your safety, please remember: Ascension will never ask for payment or to provide banking or financial information as part of the job application or hiring process. Our legitimate email communications will always come...Full timeLocal areaRemote work
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