Senior Banking Advisor

Northern Trust
United States
Full timeFunction: Banking, Lending & CreditExperience: 5+ yearsSkills: ["Negotiation","Leadership","Sales","Communication","Adaptability"]

Develop and manage complex wealth management client relationships across banking, credit, and treasury management. Drive new business by prospecting and executing targeted marketing strategies, identifying cross-selling opportunities, and leveraging centers of influence. Structure, negotiate, and advise clients on complex loan and lease agreements, including pricing, interest rate and swap-related terms, and the associated financing documentation. Serve as a subject matter expert to partners and internal teams.

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FursaFursa
Northern Trust
Northern Trust
5 days ago

Senior Banking Advisor

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Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live
Reposted: similar role first listed 5 months ago

Job Summary

Develop and manage complex wealth management client relationships across banking, credit, and treasury management. Drive new business by prospecting and executing targeted marketing strategies, identifying cross-selling opportunities, and leveraging centers of influence. Structure, negotiate, and advise clients on complex loan and lease agreements, including pricing, interest rate and swap-related terms, and the associated financing documentation. Serve as a subject matter expert to partners and internal teams.
Location: United States
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Develop new client relationships by identifying prospects and executing targeted marketing strategies for specific clients.
  • •Manage complex wealth management banking, credit, and treasury management client relationships and identify opportunities beyond banking.
  • •Structure and negotiate complex loan and/or lease agreements and oversee preparation of required financing documentation.
  • •Advise and consult with clients on goals-driven wealth management.
  • •Serve as a subject matter expert and provide in-depth consulting and leadership to partners and internal teams.

Key Requirements

  • •At least 5 years of experience in financial analysis and client servicing, commercial lending, or leasing.
  • •Advanced knowledge of the banking industry, competitive landscape, and financing.
  • •Working knowledge of investments, trust, and financial consulting concepts to identify cross-selling opportunities.
  • •Strong negotiation, leadership, and sales skills to develop client relationships, prospects, and partner networks.
  • •Excellent oral and written communication skills to explain complex or difficult concepts effectively.
Experience:5+ yearsCommercial lendingLeasingFinancial analysisWealth managementBankingTreasury management
Skills:NegotiationLeadershipSalesCommunicationAdaptability

Eligibility

Visa:H-1BL-1TNO-1E-3H-1B1F-1J-1OPTCPT
Work Authorization:Authorization required. Sponsorship not provided.

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
Glassdoor: 3.9
WebsiteLinkedIn