Sr. Banking Advisor

Northern Trust

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profile Job Location:

San Francisco, CA - USA

profile Monthly Salary: $ 158010 - 268640
Posted on: 30+ days ago
Vacancies: 1 Vacancy

Job Summary

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.

Major Duties : Develops new 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

Responsible for structuring and negotiating complex loan and/or lease agreements according to guidelines established by senior bank and business unit management

Analyzes and negotiates the terms of loans such as special pricing conditions interest rates Swaps etc. according to guidelines set by the Credit Policy Committee. Oversees and negotiates the preparation of documentation necessary for the financing agreement

Advises and consults with clients as it relates to Goals Driven Wealth Management

Generates leads through well established relationships with COIs and cultivates a network of additional COIs

As subject area expert provides comprehensive in-depth consulting and leadership to team and partners at a high technical level

Carries out activities that are large in scope cross-functional and technically difficult

Role is balanced between high level operational execution and development and execution of strategic direction of business function activities

Responsible for direct interaction with different committees and/or management.

Strategic in developing implementing and administering programs within functional areas

Leads others to solve complex problems

Knowledge : Advanced knowledge of the banking industry competition and financing usually acquired through formal education and experience is required. Knowledge of investments trust and financial consulting concepts is necessary to identify cross selling opportunities

Skills in negotiation leadership and sales are necessary to develop the client and prospect relationships and a partner network

Excellent oral and written communication skills are required

Highly flexible and adaptable to change

Interprets internal/external business challenges and recommends best practices to improve products processes or services

Communicates difficult concepts and negotiates with others to adopt a different point of view

Requires specialized depth and/or breadth of expertise in own job discipline or field

Experience : At least 5 years in financial analysis and client servicing experience or commercial lending or leasing experience

May lead functional teams or projects with moderate resource requirements risk and/or complexity

Salary Range:

$158010 - 268640 USD

Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension) health and welfare benefits (medical dental vision spending accounts and disability) paid time off parental and caregiver leave life & accident insurance and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.

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 andapply 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

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...
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