Associate Banking Advisor

Northern Trust
Chicago
Workplace: OnsiteFull timeUSD 99,600 - 169,200Function: Banking, Lending & CreditExperience: 5+ yearsSkills: ["Analytical skills","Problem-solving","Organizational skills","Communication","Mentoring"]

Coordinate account administration for Banking clients, responding to inquiries, producing reports, and overseeing transaction processing. Support Relationship Managers with business development by preparing client presentations and managing servicing action plans. Handle deposit-related processing, inquiry resolution, credit documentation for underwriting/monitoring, and compliance requirements. Manage daily operational activities for assigned clients, communicate regularly on account status and documents, and serve as a subject matter expert and mentor within the team.

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FursaFursa
Northern Trust
Northern Trust
3 days ago

Associate Banking Advisor

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Coordinate account administration for Banking clients, responding to inquiries, producing reports, and overseeing transaction processing. Support Relationship Managers with business development by preparing client presentations and managing servicing action plans. Handle deposit-related processing, inquiry resolution, credit documentation for underwriting/monitoring, and compliance requirements. Manage daily operational activities for assigned clients, communicate regularly on account status and documents, and serve as a subject matter expert and mentor within the team.
Location: Chicago
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Coordinate internal administration for Banking clients, communicating regularly with clients and attending meetings/presentations.
  • •Assist Relationship Managers with business development, creating client presentations, and executing client servicing action plans.
  • •Coordinate deposit-related transaction processing (e.g., account opening, exception clearing, overdrafts, fees, payments, borrowing) and resolve inquiries.
  • •Prepare and maintain credit and compliance documentation for underwriting, monitoring, renewals, and loan servicing events.
  • •Document client communications and procedures; identify process improvements and provide guidance to other account managers.

Pay and Benefits

Salary: USD 99,600 - 169,200
Perks:401kPensionHealth InsuranceDentalVisionSpending AccountsDisability InsurancePaid LeaveParental LeaveCaregiver LeaveLife Insurance

Key Requirements

  • •Knowledge of banking products, services, and banking functions.
  • •5+ years’ experience (or equivalent) in financial servicing/accounting fields with client servicing background.
  • •Formal credit training with at least 1 year of experience performing credit analysis and underwriting.
  • •Analytical, problem-solving, and organizational skills.
  • •Ability to serve as a subject matter expert and mentor to more junior employees.
Experience:5+ yearsFinancial servicesBankingClient servicingCredit analysisUnderwriting
Skills:Analytical skillsProblem-solvingOrganizational skillsCommunicationMentoring
Certifications:Credit training

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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