Northern Trust

Financial Services

SeniorBankingAdvisor

$137–234k Boston, Massachusetts, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Senior candidates.

The Brief

“Senior Banking Advisor at Northern Trust. Skills: Banking relationships, Credit solutions, Treasury management. Develop new client relationships. Broaden existing relationships”

Industry & Context.

Financial Services
Problems you'll solve

Problem solving

What They're Looking For.

Must Have

3 years experience financial analysis, 3 years client servicing, 3 years commercial lending, 3 years leasing

Nice to Have

Advanced banking industry knowledge, Knowledge of investments, Knowledge of trust, Knowledge of financial consulting

What You'll Do.

Develop new client relationships

Broaden existing relationships

Create targeted marketing strategies

Manage wealth management banking relationships

Identify opportunities outside traditional banking

Apply credit policy knowledge

Apply banking products knowledge

Apply risk management principles

Self-source new relationships

Structure loan agreements

Negotiate loan agreements

Oversee preparation of financing documentation

Advise clients on wealth management

Consult clients on wealth management

Generate new business leads

Cultivate COI network

Execute cross-functional activities

Execute technically complex activities

Balance operational execution

Develop strategic business initiatives

Implement strategic business initiatives

Interact with internal committees

Interact with senior management

Solve client problems

Solve credit problems

Solve operational problems

How You'll Work.

Team & Collaboration

Internal partners across Bank; Internal committees; Senior management

Communication Scope

Written communication; Verbal 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. At Northern Trust, the Banking Advisor is responsible for developing new banking relationships and expanding existing client relationships while managing complex credit and deposit solutions for individuals, corporations, and partnerships. This role serves as a primary point of contact for senior client stakeholders, delivering high-quality banking, credit, and treasury management services. The Banking Advisor collaborates closely with internal partners across the Bank to enhance client profitability, improve cash flow, and ensure coordinated, responsive service delivery. ### What You’ll Do • Develop new client relationships and broaden existing relationships by identifying prospects and creating targeted marketing strategies for specific clients. • Manage complex wealth management banking relationships, including credit and treasury management, while identifying opportunities outside of traditional banking in investment and fiduciary services. • Apply deep knowledge of credit policy, banking products, and risk management principles when advising and servicing clients. • Proactively self-source new relationships, including cold calling on prospects. • 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 pricing, interest rates, and swaps, in line with Cre

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