Northern Trust
Financial Services
SeniorBankingAdvisor
Neural analysis suggests this role is
optimal for Senior candidates.
“Senior Banking Advisor at Northern Trust. Skills: Banking relationships, Credit solutions, Treasury management. Develop new client relationships. Broaden existing relationships”
Industry & Context.
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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