Sr. 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 are guided by three principles: Service, Expertise, and Integrity. These principles are reflected in our business conduct, which we aim to instill in our partners.

Responsible for

• Develops new relationships.
• Identifies prospects and develops marketing strategies for specific clients.
• Manages complex wealth management banking credit and treasury management client relationships.
• Identifies opportunities external to banking in the areas of investment and fiduciary.
• Analyzes and negotiates the terms of loans, such as special pricing conditions, interest rates, swaps, etc.
• 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.
• 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.
• Leads others to solve complex problems.

Knowledge Required

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

Skills Required

• Negotiation.
• Leadership.
• Sales.

Experience Required

• 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.

Qualifications

• Advanced knowledge of the banking industry, competition, and financing, usually acquired through formal education and experience.
• Knowledge of investments, trust, and financial consulting concepts to identify cross-selling opportunities.
• Negotiation, leadership, and sales skills to develop client and prospect relationships and build a partner network.
• Excellent oral and written communication skills.
• 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.

Benefits

Reasonable accommodations for individuals with disabilities are available upon request. Employees give back to their communities through philanthropic efforts.

Pay

Compensation is competitive and commensurate with experience.

Schedule

Hours are flexible to accommodate the needs of our partners and clients.