drjobs Sr. Banking Advisor

Sr. Banking Advisor

Employer Active

1 Vacancy
drjobs

Job Alert

You will be updated with latest job alerts via email
Valid email field required
Send jobs
Send me jobs like this
drjobs

Job Alert

You will be updated with latest job alerts via email

Valid email field required
Send jobs
Job Location drjobs

Jacksonville - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

About Northern Trust:

Northern Trust a Fortune 500 company is a globally recognized awardwinning financial institution that has been in continuous operation since 1889.

Northern Trust is proud to provide innovative financial services and guidance to the worlds 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 22000 partners we serve the worlds most sophisticated clients using leading technology and exceptional service.

The Senior Banking Advisor is responsible for developing new client relationships and deepening existing ones for the Bank. This individual manages complex credit and deposit relationships for highnetworth individuals family offices and nonprofit organizations. The role emphasizes both strategic growth and exceptional client service coordinating with internal partners across the Bank to deliver a comprehensive suite of financial solutions.

Key Responsibilities:

  • Proactively develops new client relationships and identifies prospects creating tailored marketing strategies for targeted outreach.
  • Manages sophisticated credit deposit and treasury management relationships for highnetworth family offices closely held business and nonprofit organizations.
  • Identifies and facilitates opportunities across investment fiduciary and wealth management solutions beyond banking services.
  • Structures and negotiates complex loan and lease agreements in alignment with bank policies and risk frameworks.
  • Analyzes and negotiates key loan terms including pricing conditions interest rates and interest rate swaps ensuring compliance with Credit Policy Committee guidelines.
  • Oversees the preparation and execution of loan documentation and ensures accuracy and completeness of financing agreements.
  • Acts as a trusted advisor to clients on goalsbased wealth management strategies.
  • Develops and maintains a strong network of Centers of Influence (COIs) leveraging relationships to generate new business opportunities.
  • Serves as a subject matter expert providing indepth consultation and leadership to colleagues and internal partners.
  • Leads strategic initiatives and crossfunctional projects that are broad in scope and technically complex.
  • Interfaces with senior leadership committees and other internal stakeholders to provide insight and drive strategic initiatives.
  • Balances daytoday operational execution with longterm business development and strategic planning responsibilities.
  • Mentors junior team members and contributes to the development of best practices within the banking team.

Required Knowledge Skills & Abilities:

  • Advanced understanding of the banking industry competitive landscape and credit/lending practices.
  • Familiarity with investment trust and financial planning concepts to support comprehensive client solutions.
  • Strong negotiation leadership and relationship management skills.
  • Excellent oral and written communication abilities.
  • High adaptability and flexibility in a fastpaced evolving environment.
  • Ability to interpret internal and external business challenges and recommend solutions that enhance product and service offerings.
  • Capable of influencing stakeholders and communicating complex concepts effectively.
  • Demonstrated expertise in a specialized banking or financial discipline.

Experience & Education:

  • Minimum of 5 years of experience in financial analysis client servicing commercial lending or leasing.
  • Experience leading functional teams or managing moderaterisk projects is preferred.
  • Bachelors degree in Finance Business Economics or a related field required; advanced degree or professional certifications (e.g. CFA CFP) preferred.

Working with Us:

As a Northern Trust partner greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.

Movement within the organization is encouraged senior leaders are accessible and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.

Wed love to learn more about how your interests and experience could be a fit with one of the worlds most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater

Reasonable accommodation

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process please email our HR Service Center at .

We hope youre excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.

Apply today and talk to us about your flexible working requirements and together we can achieve greater.


Required Experience:

Senior IC

Employment Type

Full-Time

Report This Job
Disclaimer: Drjobpro.com is only a platform that connects job seekers and employers. Applicants are advised to conduct their own independent research into the credentials of the prospective employer.We always make certain that our clients do not endorse any request for money payments, thus we advise against sharing any personal or bank-related information with any third party. If you suspect fraud or malpractice, please contact us via contact us page.