Portfolio Banking Advisor

About Northern Trust

As a global leader in innovative wealth management asset servicing asset management and banking services Northern Trust (Nasdaq: NTRS) is proud to guide the worlds most successful individuals families corporations and institutions.

Since 1889 we have aligned our efforts with our three guiding Principles That Endure: Service Expertise and Integrity. Together they reflect the three cornerstones of business conduct which we strive to instill in our employees whom we call partners and to provide to our clients and the communities we serve worldwide.

With more than 135 years of financial experience and over 24000 partners we serve the worlds most sophisticated clients using leading technology and exceptional service.

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

Knowledge :

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

Experience :

At least 3 years in financial analysis and client servicing experience or commercial lending or leasing experience

Acts as a resource for colleagues with less experience

May lead small projects with manageable risks and resource requirements

Salary Range:

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.

Work Authorization

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B L-1 TN O-1 E-3 H-1B1 F-1 J-1 OPT CPT or any other employment-based visa).

Working with Us

As a Northern Trust partner you will be part of a flexible and collaborative work culture which has a strong history of financial strength and stability. Movement within the organization is encouraged senior leaders are accessible and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve.

Philanthropy is deeply rooted in Northern Trusts history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.

Reasonable Accommodation

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process please email our HR Service Center at or alternatively you can discuss your individual requirements with the recruiter you are working with.