Banking Advisor

Northern Trust
Los Angeles, California
Workplace: OnsiteFull timeUSD 131,675 - 223,905 annuallyFunction: Consulting & AdvisoryExperience: 3+ yearsSkills: ["Negotiation","Leadership","Sales","Communication","Problem-solving"]

Develop and grow banking client relationships by identifying prospects, executing marketing strategies, and self-sourcing new business through cold calling. Manage complex wealth management credit and treasury management relationships, structuring and negotiating loan and lease agreements in line with credit policy. Analyze loan terms, advise clients on goals-driven wealth management, generate leads through centers of influence, and solve complex, cross-functional problems.

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Northern Trust
Northern Trust
2 months ago

Banking Advisor

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Last checked: 32 minutes agoStatus: Live

Job Summary

Develop and grow banking client relationships by identifying prospects, executing marketing strategies, and self-sourcing new business through cold calling. Manage complex wealth management credit and treasury management relationships, structuring and negotiating loan and lease agreements in line with credit policy. Analyze loan terms, advise clients on goals-driven wealth management, generate leads through centers of influence, and solve complex, cross-functional problems.
Location: Los Angeles, California
Workplace: Onsite
Employment Type: Full time
Job Function: Consulting & Advisory
Seniority: Mid level

Key Responsibilities

  • •Develop new and existing client relationships by identifying prospects and creating marketing strategies for specific clients.
  • •Manage complex wealth management banking credit and treasury management relationships and identify opportunities beyond banking (investments and fiduciary).
  • •Apply credit policy, banking products, and risk management knowledge to serve clients effectively.
  • •Structure and negotiate complex loan and/or lease agreements, including analyzing terms, negotiating documentation, and handling pricing and interest rate/SWAP-related terms.
  • •Advise and consult clients on goals-driven wealth management and generate leads through centers of influence and partner networks.

Pay and Benefits

Salary: USD 131,675 - 223,905 annually
Equity and Bonus:Equity
Perks:401kPensionHealth InsuranceDentalVisionPaid LeaveParental LeaveDisabilityLife Insurance

Key Requirements

  • •3 years of financial analysis and client servicing experience, or commercial lending or leasing experience.
  • •Advanced knowledge of the banking industry, competition, and financing, typically acquired through formal education and experience.
  • •Knowledge of investments, trust, and financial consulting concepts to identify cross-selling opportunities.
  • •Skills in negotiation, leadership, and sales to develop client and prospect relationships, with excellent oral and written communication.
  • •In-depth conceptual and practical knowledge in the job discipline, with basic knowledge of related disciplines.
Experience:3+ yearsFinancial services
Skills:NegotiationLeadershipSalesCommunicationProblem-solving

Eligibility

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
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Glassdoor: 3.9
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