2 months ago

Senior Banking Advisor

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 1 hour agoStatus: Live

Job Summary

Develop and deepen client relationships for high-net-worth individuals, family offices, and non-profit organizations; manage sophisticated credit, deposit, and treasury relationships; coordinate with internal partners to deliver a comprehensive suite of financial solutions; lead cross-functional initiatives; mentor junior team members to strengthen banking practices and client outcomes.

Location: Atlanta

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Sr. Manager level

Key Responsibilities

•Develop new client relationships and identify prospects with tailored outreach strategies.
•Manage sophisticated credit, deposit, and treasury management relationships for high-net-worth individuals, family offices, closely held businesses, and non-profit organizations.
•Identify and facilitate opportunities across investment, fiduciary, and wealth management solutions beyond banking services.
•Structure and negotiate complex loan and lease agreements in line with bank policies.
•Oversee loan documentation and ensure accuracy/completeness of financing agreements.

Key Requirements

•Minimum of 5 years of experience in financial analysis, client servicing, commercial lending, or leasing.

Experience:5+ yearsBankingFinanceWealth management

Education:Bachelor's

Skills:NegotiationLeadershipRelationship managementCommunicationAdaptability

Languages:English

Company Brief

Northern Trust

Global financial services firm providing wealth management, asset servicing, asset management, and banking solutions to institutions, corporations, and affluent individuals, with a focus on custody, investment management, and technology-driven services.

Industry: Asset Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Chicago, United States

Founded: 1889

Glassdoor: 3.9

Website LinkedIn

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Northern Trust

2 months ago

Senior Banking Advisor

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 1 hour agoStatus: Live

Job Summary

Location: Atlanta

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Sr. Manager level

Key Responsibilities

•Develop new client relationships and identify prospects with tailored outreach strategies.
•Manage sophisticated credit, deposit, and treasury management relationships for high-net-worth individuals, family offices, closely held businesses, and non-profit organizations.
•Identify and facilitate opportunities across investment, fiduciary, and wealth management solutions beyond banking services.
•Structure and negotiate complex loan and lease agreements in line with bank policies.
•Oversee loan documentation and ensure accuracy/completeness of financing agreements.

Key Requirements

•Minimum of 5 years of experience in financial analysis, client servicing, commercial lending, or leasing.

Experience:5+ yearsBankingFinanceWealth management

Education:Bachelor's

Skills:NegotiationLeadershipRelationship managementCommunicationAdaptability

Languages:English

Company Brief

Northern Trust

Industry: Asset Management

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Chicago, United States

Founded: 1889

Glassdoor: 3.9

Website LinkedIn