Senior Banking Advisor

About the role

Northern Trust, a Fortune 500 company founded in 1889, is a global financial institution known for its award-winning services and commitment to integrity. The Senior Banking Advisor role focuses on developing and managing complex wealth management client relationships across banking, credit, and treasury management.

Responsibilities

• 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.
• 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.
• A 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.
• A high degree of flexibility and adaptability to change.
• The ability to interpret internal and external business challenges and recommend best practices to improve products, processes, or services.
• The 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.

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, 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!