Northern Trust

Financial Services

BankingAdvisor

$109–185k Cleveland, Ohio, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid+ candidates.

The Brief

“Banking Advisor at Northern Trust. Skills: Relationship development, Credit management, Wealth management. Develop new relationships. Broaden wealth management relationships”

Industry & Context.

Financial Services
Problems you'll solve

Solve complex problems

What They're Looking For.

Must Have

5+ years financial analysis, 5+ years client servicing, 5+ years commercial lending, 5+ years leasing experience, Advanced banking industry knowledge, Advanced financing knowledge, Advanced competition knowledge, Knowledge of investments, Knowledge of trust, Knowledge of financial consulting

Nice to Have

Identify cross selling opportunities, Develop client relationships, Develop prospect relationships, Develop partner network

What You'll Do.

Develop new relationships

Broaden wealth management relationships

Manage complex credit relationships

Manage complex deposit relationships

Develop and cultivate relationships

Enhance profitability of credit services

Enhance profitability of deposit services

Service portfolio of existing relationships

Negotiate credit arrangements

Enhance quality of service

Coordinate delivery of client service

Develop marketing strategy

Manage wealth management banking credit

Manage treasury management client relationships

Identify external opportunities

Apply knowledge of credit policy

Apply knowledge of banking products

Apply knowledge of risk management

Cold call on prospects

Self-source new relationships

Structure loan agreements

Structure lease agreements

Negotiate loan agreements

Negotiate lease agreements

Negotiate lease terms

Oversee documentation preparation

Negotiate documentation preparation

Cultivate network of COIs

Develop strategic direction

Solve complex problems

How You'll Work.

Team & Collaboration

Interaction with committees; Interaction with management

Communication Scope

Oral communication; Written communication

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. **_BANKING ADVISOR_** ** _OH: R148779_** Responsible for developing new relationships for the Bank and broadening Wealth Management relationships of existing clients. Manages ongoing complex credit and deposit relationships for individuals, corporations and partnerships. Develops and cultivates relationships with new and existing clients to enhance profitability of credit and deposit services for the Bank. Services a portfolio of existing relationships and acts as a key contact to senior client contacts for negotiating credit arrangements and improving cash flow. Enhances quality of service to existing accounts and coordinates delivery of client service with other parts of the Bank. Major Duties: • Responsible for developing new relationships and existing 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 • Applies knowledge of credit policy, banking products as well as risk management in serving clients • Responsible for “cold calling” on prospects with the ability to self-source new relationships • Responsible for structuring and negotiating complex loan and/or lease agreements according to guidelines established by senior bank and business unit management • Analyzes

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