Sr. Banking Advisor
The Northern Trust Company
Wealth Management Banking Relationship Manager
As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust 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.
Knowledge:
- Advanced knowledge of the banking industry, competition and financing, usually acquired through formal education and experience is required. Knowledge of investments, trust and financial consulting concepts is necessary to identify cross selling opportunities.
- 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.
Experience:
- At least 5 years in financial analysis and client servicing experience, or commercial lending or leasing experience.
- May lead functional teams or projects with moderate resource requirements, risk, and/or complexity.
Work Authorization
Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).
Working with Us
As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.
Philanthropy is deeply rooted in Northern Trust's history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.
Reasonable Accommodation
Northern Trust is committed to working with and providing adjustments to individuals with health conditions and 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, or alternatively you can discuss your individual requirements with the recruiter you are working with.
Northern Trust- ...Specialty Finance Advisor Senior If you want to support initiatives and execute ongoing processes in Specialty Finance Business Banking the Specialty Finance Advisor Senior role is for you! In this role you will help serve the needs of businesses with $.5million to...SeniorWork experience placement
- ...Private Wealth Advisor Req ID: 75310 Location: Scottsdale -SCOTT, Phoenix -PHOE, Mesa -MESA Areas of Interest: Wealth Management Pay... ...Hill Investment Management, Inc. BOK Financial® operates banking divisions: Bank of Albuquerque; Bank of Oklahoma; Bank of Texas...SuggestedWork experience placementWork at office
$51.8k - $95.9k
...Service Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions though the sales of managed products...SuggestedContract workPart timeLocal area- ...Experienced Financial Advisor Location: Arizona (Multiple Markets) Employment Type: Full-Time Our client, a leading national wealth... ...engagement Partner with internal specialists to provide banking, lending, estate planning, and investment solutions Build a...SuggestedFull time
- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco... ...application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting...SuggestedWork at officeShift workDay shift
- ...Financial Solutions Advisor - Scottsdale Area Scottsdale, Arizona;Scottsdale, Arizona; Scottsdale, Arizona; Phoenix, Arizona; Phoenix... ...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
- ...opportunity to contribute to the company's success. As a Financial Advisor within PNC Wealth Management, you will be based in Phoenix, AZ. Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and manage...Full timeTemporary workPart timeWork experience placementWork at office
- ...goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the... ...access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...The Business Banking Officer (BBO) serves as a dedicated partner to branch teams and business members, managing moderate-complexity lending... ...a relentless focus on member experience, serving as a trusted advisor to branch leaders, a mentor on business banking fundamentals,...Local areaRemote workDay 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
$80 per hour
...Request-ID: 31016-1 Domain is Must -Banking Finance Service ***Max rate $80 ***Onsite in Phoenix - AZ Sr. Python Developer Job summary Experience 7to11Yrs Required Skills - Python,FAST Search - API,Flask Python,Python (Flask Django) We are seeking...Senior- ...for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed...Shift workWeekend workDay shift
$60k - $120k
...Financial Advisor Associate Training, Licensing & Mentorship Provided Remote / Hybrid Opportunities Available Launch a Career... ...Athletics Military Service Entrepreneurship Education Banking Insurance Business Development Successful candidates...Immediate startRemote work- ...Associate Vice President and Wealth Advisor About the Company Premier investment advisor & manager Industry Investment Management... ...experience in wealth management, financial planning, private banking, or related fields, with a preference for those with exposure...
$99k - $176k
Risk Advice Senior Manager, Business Risk Oversight RBC US Wealth Managing is building out our credit, lending and cash management products and capabilities. As a Risk Advice Senior Manager, Business Risk Oversight, you will provide risk advice and guidance to product...SeniorFull timeFlexible hours- ...respected, valued and have an opportunity to contribute to the company's success. As a full time Personal Banker within PNC's Branch Banking organization, you will be based in Peoria, AZ at the Lake Pleasant Beardsley Branch. PNC is an in-office company that fosters a...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...Fifth Third Personal Banker Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Provide excellent customer care to customers regarding daily transactions...Work at office
- ...Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in-branch interactions, scheduled conversations, and proactive outreach. You will learn about customers' goals and...Work experience placementFlexible hours
- ...Bank Of America Job Opportunity 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...Work at officeFlexible hoursShift workWeekend workDay shift
- ...Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in-branch interactions, scheduled conversations, and proactive outreach. You will learn about customers' goals and...Work experience placementFlexible hours
- ...Type Full Time Job Shift Day Education Level High School Travel Percentage None Category Retail Description At First Fidelity Bank, people matter, including our customers, our communities, and especially our employees. Our Retail Banking teams play a critical...Full timeWork experience placementShift work
$54.4k - $111.5k
...Investor Reporting Analyst-Capital Markets Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. General Function: Under minimal supervision responsible...Work experience placement- ...Private Client Banker In Branch Banking You have a passion for taking care of our customers and employees and making them feel welcomed... ...for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to...Immediate startAfternoon shift
- ...UMB Financial Corporation is seeking a Relationship Manager for its Commercial Banking team in Phoenix, Arizona. The successful candidate will be responsible for building a commercial loan portfolio by engaging with potential business clients and providing tailored banking...Senior
- ...individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will...Temporary workWork experience placementLocal area
- ...The company also uses secure tools on our website to receive data from applicants and would never ask them to submit their personal banking information to apply for an open job. If you are contacted by someone about an open job at GCNA/GIMV, please verify the domain of...SeniorLocal areaRemote work
- ...Job Title Private Banker in the U.S. Private Bank Job Description We are actively looking for exceptionally talented individuals... ...banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full...Temporary workWork experience placementLocal area
- ...Senior Vice President, Asset Based Lending About the Company Progressive banking institution specializing in asset-based lending Industry Banking Type Privately Held About the Role The Senior Vice President, Asset Based Lending Relationship Manager...Senior
- ...their Capital Group. Within this organization, the Capital Management team is part of the Balance Sheet Management function within the Bank’s Corporate Treasury and the team is preparing for continued growth and are looking for a strong Senior Treasury Analyst to help...Senior
$115k - $125k
...in a variety of treasury functions, including managing cash activity, supporting liquidity planning, and working with international banking partners. The person in this position will help track global cash balances, assist with forecasting, and play a part in improving...SeniorTemporary work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Sr. Banking Advisor. Be the first to apply!
- operations advisor Phoenix, AZ
- medical director physician advisor Phoenix, AZ
- college advisor Phoenix, AZ
- advisor Phoenix, AZ
- remote advisor Phoenix, AZ
- hvac comfort advisor Phoenix, AZ
- cultural advisor Phoenix, AZ
- resident advisor Phoenix, AZ
- service advisor assistant service manager Phoenix, AZ
- innovation advisor Phoenix, AZ

