Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Sr. Banking Advisor

Northern Trust Corp.

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 problemsKnowledge:• 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 fieldExperience:• 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 complexityWork AuthorizationApplicants 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 UsAs 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 AccommodationNorthern 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. #J-18808-Ljbffr Northern Trust Corp.

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Sr. Banking Advisor in Phoenix, AZ vacancy
  • Bank of America is seeking a Personal Banking professional to help identify personal and small business banking needs and connect clients with the right solutions. You will handle transactions, follow up with clients, and coordinate with specialists as needed. You will... 
    Senior
    Weekend work

    Bank of America

    Phoenix, AZ
    3 days ago
  • Bank of America in Phoenix is seeking a Financial Center Client Associate to help uncover personal banking needs and connect clients to specialists. You will deepen client relationships through platform services, support self-service transactions, and provide exceptional... 
    Senior
    Weekend work

    Bank of America

    Phoenix, AZ
    2 days ago
  •  ...seasoned wealth management professional in the Phoenix area to develop new client relationships and manage complex wealth management banking, credit and treasury relationships. You will identify cross-selling opportunities beyond banking and act as a subject-matter expert... 
    Senior

    Northern Trust Corp.

    Phoenix, AZ
    2 days ago
  •  ...innovative wealth management, asset servicing, asset management and banking services, Northern Trust is proud to guide the world's most...  ...are available in the investment account. Contacts Investment Advisor if cash needs to be raised. Processes fund trades via CIT or... 
    Senior
    H1b
    Worldwide
    Flexible hours

    Northern Trust

    Phoenix, AZ
    4 days ago
  • PNC's Private Bank in Phoenix, AZ seeks an Investment Advisor III to partner with clients on strategy and portfolio management. You will deliver investment experiences, provide market insights, and grow assets under management while adhering to risk policies. This in-office... 
    Senior
    Work at office

    Fairygodboss

    Phoenix, AZ
    1 day ago
  • Northern Trust Corp in Phoenix, AZ is seeking a Senior Banking Advisor to build new client relationships, manage complex wealth management banking, and structure sophisticated financing solutions. You will lead negotiations, advise on wealth strategies, and collaborate... 
    Senior

    Northern Trust Corp

    Phoenix, AZ
    4 days ago
  • $260k - $365k

     ...diverse client base. Qualifications Minimum of 6 years of financial services regulatory and compliance experience, particularly in banking, money services businesses, payment systems, and FinTech firms. Experience with licensing/chartering and knowledge of key... 
    Senior
    Full time
    Temporary work
    Work at office
    Flexible hours

    Greenberg Traurig, LLP

    Phoenix, AZ
    2 days ago
  • $123k - $215.25k

     ...Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions... 
    Senior
    Full time
    Work at office
    Local area
    Flexible hours

    American Express

    Phoenix, AZ
    2 days ago
  • $141.35k - $207.9k

     ...time that might create a change in their financial service needs. Sr. Portfolio Manager is responsible for assisting loan officers in...  ...to effectively administer the management of assigned commercial banking relationships. Perform credit underwriting duties for existing/... 
    Senior
    Local area
    Flexible hours

    UMB Bank

    Phoenix, AZ
    3 days ago
  •  ...653 Sun City Ctr, Sun City Ctr, FL 33573 Employee Status: Full‑Time Workplace Type: Fully On‑Site About this Position Personal Banking Advisor who will serve as a financial consultant and advocate for LMCU's members, both new and existing consumer and business clients.... 
    Weekly pay
    Full time
    Flexible hours

    Lake Michigan Credit Union

    Sun City, AZ
    4 days ago
  • $260k - $365k

     ...compliance experience to join its Financial Regulatory & Compliance Practice. This is an excellent opportunity to advise sophisticated banking, fintech, payments, and financial services clients on complex regulatory matters. Key Responsibilities Advise banks, fintech... 
    Senior
    Full time

    Direct Counsel

    Phoenix, AZ
    3 days ago
  •  ...of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Sr. Investment Advisor within PNC's Private Bank organization, you will be based in Phoenix, AZ. Job Profile Responsibilities require time in the office or in... 
    Senior
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Phoenix, AZ
    18 hours ago
  • $16 per hour

     ...designed to successfully transition you to an independent Financial Advisor. 401(k) plan with a 2% company contribution and 6% company...  ...Continue with Google Continue with Google Loan Trading - Corporate Banking Middle Office, Analyst Scottsdale, AZ $90,000.00 -$125,000.00 1... 
    Hourly pay
    Full time
    Traineeship
    Work at office
    Home office

    Mutual of Omaha

    Phoenix, AZ
    2 days ago
  •  ...Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military...  ...to build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management... 
    Hourly pay
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command Financial Services

    Phoenix, AZ
    1 day ago
  •  ...Experience pathway combines technical and professional training in Banking or Customer Success, with access to internships and job...  ...salary of fifty-five thousand dollars per year. PandoLogic. Category:Finance, Keywords:Financial Advisor, Location:Phoenix, AZ-85013
    Internship
    Monday to Friday

    Year Up United

    Phoenix, AZ
    2 days ago
  • $51.8k - $95.9k

     ...& ServiceProvides 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... 
    Part time

    Bmo

    Phoenix, AZ
    2 days ago
  • $150k - $200k

     ...work in partnership with others to achieve at a high level.About our Public Finance GroupWe are a national public finance investment banking franchise with a diversified business focused on middle market issuers and specialty sector expertise. Our core business is... 
    Senior
    Full time
    Local area

    Piper Sandler Companies

    Phoenix, AZ
    18 hours ago
  •  ...opportunity to contribute to the company’s success. As a Financial Advisor within PNC Wealth Management, you will be based in Scottsdale, AZ. Financial Advisors are based within a bank branch and work within a highly collaborative circuit of branches and... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group

    Paradise Valley, AZ
    4 days ago
  • $122k - $204k

     ...junior consultants and ensure quality deliverables. What You Will Need : ~ Bachelor’s degree ~5+ years of experience in the banking industry or commercial financial services consulting, including experience with Global Systemically Important Bank(s) (GSIBs). ~5... 
    Full time
    Temporary work
    Work at office
    Local area
    Flexible hours
    3 days per week

    Guidehouse

    Phoenix, AZ
    2 days ago
  • $89.25k - $150.25k

     ...Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions... 
    Full time
    Work at office
    Local area
    Flexible hours

    American Express

    Phoenix, AZ
    2 days ago
  •  ...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 role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Phoenix, AZ
    2 days ago
  • $41.71k - $65k

     ...Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch... 
    Part time
    Local area
    Immediate start
    Day shift

    Bmo

    Phoenix, AZ
    3 days ago
  •  ...provide excellent customer service Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources Develop and maintain a high degree of visibility for Wells Fargo Home... 
    Hourly pay
    Minimum wage
    Work experience placement
    Work at office
    Local area
    Immediate start

    Wells Fargo

    Phoenix, AZ
    18 hours ago
  • $25 - $26.77 per hour

     ...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... 
    Hourly pay
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Phoenix, AZ
    4 days ago
  •  ...there is not an immediate opening for every location listed. At Bank of America, we are guided by a common purpose to help make financial...  ..., grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities... 
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Phoenix, AZ
    1 day ago
  • Bank of America is hiring for a Financial Solutions Advisor Stage I. This role focuses on obtaining SIE, Series 7, and Series 66 licenses and learning foundational advisor skills to help clients with banking and investment solutions. It starts in a financial center and... 
    Work at office

    Bank of America

    Phoenix, AZ
    2 days ago
  •  ...provide excellent customer service Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources Develop and maintain a high degree of visibility for Wells Fargo Home... 
    Hourly pay
    Minimum wage
    Work experience placement
    Work at office
    Local area
    Immediate start

    Wells Fargo

    Phoenix, AZ
    18 hours ago
  • U.S. Bank seeks a Wealth Management Advisor to lead investment planning and insurance services on the Wealth Management Team. You will deliver strategies, build tailored portfolios, and partner with AMG or U.S. Bancorp Investment as needed to meet clients' goals. The role... 

    Us Bank

    Sun City, AZ
    2 days ago
  •  ...AML risk management environment. The ideal candidate will have a solid understanding of Anti-Money Laundering (AML) Compliance and Bank Secrecy Act (BSA) laws; internal audit processes and best practices; risk and control matrices; and design/operational effectiveness... 
    Temporary work
    Local area
    Worldwide

    Crowe

    Phoenix, AZ
    18 hours ago
  •  ...consumer and business customer relationships Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies Drive retention and balanced growth across deposits, lending, and investments Partner with Wealth, Home Lending... 
    Work experience placement

    Jobtailor

    Phoenix, AZ
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Sr. Banking Advisor. Be the first to apply!