Senior Banking Advisor

About the role

Northern Trust is a global leader in innovative wealth management, asset servicing, asset management, and banking services. Founded in 1889, we uphold three guiding principles: Service, Expertise, and Integrity. These principles guide our business conduct, instilling them in our partners, whom we call employees, and providing them to our clients and the communities we serve worldwide.

Responsible for

• Develops new relationships and identifies prospects, managing marketing strategies for specific clients.
• Manages complex wealth management banking credit and treasury management client relationships, identifying opportunities external to banking in the areas of investment and fiduciary.
• Structures and negotiates complex loan and/or lease agreements, analyzing and negotiating terms 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 on goals-driven wealth management.
• Generates leads through established relationships with COI's and cultivates a network of additional COI's.
• 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.
• Balances high-level operational execution with strategic direction of business function activities.
• Directly interacts with different committees and/or management.
• Strategically develops, implements, and administers programs within functional areas.
• Leads others to solve complex problems.

Knowledge Required

• Advanced knowledge of the banking industry, competition, and financing, typically gained through formal education and experience.
• Knowledge of investments, trusts, and financial consulting concepts to identify cross-selling opportunities.

Skills Required

• Negotiation, leadership, and sales skills to develop client and prospect relationships and build a partner network.
• Excellent oral and written communication skills to communicate difficult concepts and negotiate with others.
• Highly flexible and adaptable to change to interpret internal/external business challenges and recommend best practices.

Experience Required

• At least 5 years in financial analysis and client servicing experience, or commercial lending or leasing experience.
• Might 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).