Northern Trust
Financial Services
AssociateBankingAdvisor
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Associate Banking Advisor at Northern Trust. Skills: Client relationship management, Credit underwriting, Banking operations. Assist with client portfolios. Assist with internal administration”
Industry & Context.
Problem solving skills
What They're Looking For.
Must Have
5+ years financial servicing/accounting, Client servicing background, Formal credit training required, 1+ year credit analysis, 1+ year underwriting
Nice to Have
CFA charterholder preferred, Series 7 license a bonus, Bloomberg proficiency preferred
What You'll Do.
Assist with client portfolios
Assist with internal administration
Communicate regularly with clients
Attend client meetings
Assist with business development plans
Assist with client presentations
Manage client portfolios
Make credit presentations
Coordinate deposit transaction processing
Execute daily client transaction activity
Obtain documentation for credit underwriting
Ensure systems information is up-to-date
Execute client servicing events
Communicate with partners
Oversee action plans for client servicing
Coordinate team execution
Coordinate team follow-up
Document services provided
Document specialized procedures
Document written communications
Develop understanding of client needs
Communicate needs to service partners
Obtain information from partners
Obtain information from client
Facilitate service changes
Facilitate transactions
Assist with internal administration of accounts
Assist with business development
Assist with client presentations
Identify service efficiency enhancements
Identify process improvements
Identify service delivery enhancements
Inform clients of account status
Inform clients of past due loans
Inform clients of document requests
Maintain working knowledge of loan agreements
Maintain working knowledge of financial statements
Monitor client relationships
Prepare compliance certificates
Monitor loan document deficiencies
Review compliance reports
Review loan documents
Submit loan requests for evaluation
Review loan documentation with clients
Follow up on missing loan documentation
Maintain working knowledge of business applications
Act as technical resource for account managers
Coordinate commercial approval process
Coordinate custom approval process
Submit requests for underwriting
Submit requests for loan documentation
Engage in renewal process
Review reports of maturing credits
Coordinate receipt of required information
Coordinate due diligence on loans
Obtain money market rates
Carry out complex activities
Serve as subject matter expert
Mentor junior employees
Manage daily operational activities
Supervise day-to-day work of junior employees
Deliver work product requiring less revision
How You'll Work.
Team & Collaboration
Coordinate with other team members; Inter-discipline training; Work with service partners
Communication Scope
Client meetings; Client presentations; Written communications
Full Job Description
**_About Northern Trust:_** Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. Major Duties : 1\. Assists the Portfolio Banking Advisors and Banking Relationship Advisors with client portfolios and internal administration of accounts; communicates regularly with clients, attends client meetings and presentations and assists Relationship Managers with business development plans and client presentations 2\. As appropriate, manages a portfolio of clients and makes credit presentations at Group Credit Committee. 3\. Coordinates with the Account Managers and CSST on deposit related transaction processing and to execute daily client transaction activity including account opening, exception clearing, overdrafts, fees, payments and borrowing; handles inquiry resolution; obtains appropriate documentation necessary for credit underwriting, monitoring and credit file maintenance; requests and ensures systems information is up-to-date; execution of client servicing events, communicating with clients and other internal and external partners 4\. Oversees development of appropriate action plans for client servicing and coordinates with other team members across disciplines to ensure execution and follow-up 5\. Documents services provided, specialized procedures and ongoing written communications with client as appropriate in managing daily activity 6\. Develops clear understanding of clients need behind service requests and communicates to service partners. Obtains appropriate informat
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