Portfolio Banker

Northern Trust

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profile Job Location:

Chicago, IL - USA

profile Monthly Salary: $ 99600 - 169200
Posted on: 11 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.

PORTFOLIO BANKER

Responsible for servicing and broadening relationships of existing clients in the areas of credit and deposit services. Manages complex credit and deposit relationships for individuals corporations and partnerships. Develops and cultivates relationships with new and existing clients becoming a trusted advisor. Gains an intimate understanding of the client and clients family enabling a consultative relationship to provide solutions and develop new banking fiduciary and investment management opportunities.

Major Duties:

Manages complex banking credit and treasury management client relationships and identifies opportunities for investment management and fiduciary services

Acts as key contact to clients senior management for evaluation and implementation of financing strategies and treasury management practices through creative ideas and problem solving

Communicates with client on emerging issues bank products/services and legal/regulatory changes translating the impact on our clients activities and banking services

Identifies opportunities and develops an on-going marketing strategy for specific clients.

Responds to inquiries from clients and ensures resolution of service or operations issues. Documents in eRM to maintain record of problem and resolution

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

Applies in-depth knowledge of credit policy banking products as well as risk management in providing the best solutions and developing new opportunities

Assists borrowers in managing risk including interest rate risk thru the use special pricing conditions and interest rates Swaps

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

Solves complex problems

Successful candidate will benefit from having the following competencies:

  • At least 3 years in financial analysis and client servicing experience or commercial lending or leasing experience In-depth knowledge of finance and relevant business segment specific issues are required to manage client relationships.
  • Knowledge of applicable industry laws and regulations and completion of the lending program is required to evaluate credit risk.
  • Strong interpersonal and consultative skills and ability to develop new business required.
  • Excellent oral and written communication skills are required.
  • Highly flexible and adaptable to change.
  • Acts as a resource for colleagues with less experience.
  • May lead small projects with manageable risks and resource requirements

Salary Range:

$99600 - 169200 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.

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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About Company

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Discover Northern Trust’s trusted financial services for individuals, families, and institutions. Guided by service, expertise, and integrity since 1889, we offer wealth management, asset servicing, and investment solutions tailored to your goals.

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