Associate Banking Advisor

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 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.

Associate Banking Advisor:

Serving over 25% of the Forbes 400 Wealthiest Americans our advisors bring unrivaled insight into the complexities of managing wealth. Our firm is recognized for innovative technology service excellence and depth of expertise across all aspects of financial planning including wealth transfer banking lending insurance investments tax management philanthropy family communication and more. Today we manage more than $1.6 trillion in assets (as of March 31 2025) for our clients.

Northern Trust customizes and executes complex credit facilities through a variety of assets and structures including commercial real estate private operating businesses marketable securities alternative investments private stock executive aircraft yachts fine art life insurance and subscription & capital call facilities.

The Associate Banking Advisor will provide the lending team with credit support for a variety of items including but not limited to acting as a liaison between the lenders and the underwriting team assisting lenders with due diligence for new loan requests monitoring financial covenants and financial reporting tracking reviewing loan documents communicating with clients and general business development activities.

Bankers with client portfolios and internal administration of accounts; communicatesregularly with clients and attends client assists Bankers with business development plans and client presentations.

appropriate may manage a small portfolio of clients and makes presentations at Group and Senior Credit Committee meetings.

and reviews loan documents for new and renewal fundings submits loans documentation for evaluation and booking follows up on missing loan documentation to ensure receipt and complete submission. Proactively engages in the renewal process by reviewing reports of maturing credits and coordinates the receipt and submission of required information from client for renewal process.

commercial/custom approval process by submitting requests for underwriting and loan Bankers to coordinate the preparation of loan documentation with internal and outside counsel.

and maintains working knowledge of loan agreements financial statements compliance certificates and other documentation required to monitor client relationships. Coordinates with National Credit Center with oversite by the Relationship Managers the preparation of Credit Memos.

with Account Managers Treasury Management Consultants and Operations team on transactions including 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.

development of appropriate action plans for client servicing and coordinates with other team members across the Trust and Investment disciplines to ensure execution and follow-up.

clear understanding of client needs behind service requests and communicates to service partners. Obtains appropriate information from partners and client to facilitate service changes or transactions.

Bankers with internal administration of accounts (including internal Loan Review process) business development and client presentations for clients.

10.Assists Banking teams and Leadership with special projects as assigned.

11.Identifies service efficiency enhancements process improvements and service delivery using creative and proactive measures.

12.Is well versed in the compliance requirements for new accounts and relationships. Monitors loan document deficiencies and reviews compliance reports for adherence to policy and procedures.

13.Develops and maintains a working knowledge of various business applications critical to relationship management including client on-line tools.

14.Will have direct interaction with committees and Senior Leadership.

Qualifications

• Several years of experience or equivalent in financial servicing/accounting fields with client servicing background.

• Formal credit training is required with a minimum of one year experience performing credit analysis and underwriting. This experience can be obtained through working at another financial institution.

• Knowledge of banking products and services is required.

• Excellent communication and presentation skills.

• Analytical problem solving and organizational skills are required.

In office

This is an office-based position and for the effective performance of this role the duties and responsibilities must be carried out onsite.

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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.