Northern Trust

1 month ago

Associate Banking Advisor

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 4 hours agoStatus: Live

Job Summary

Supports client portfolios and banking relationships, assists in credit underwriting, and coordinates across teams to ensure accurate servicing, compliance, and ongoing client communications within a high-touch banking environment.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Entry level

Key Responsibilities

•Assist Portfolio Banking Advisors and Banking Relationship Advisors with client portfolios and internal administration of accounts, participating in client meetings and presenting to clients.
•Manage a portfolio of clients and present credit recommendations at Group Credit Committee when appropriate.
•Coordinate with Account Managers and CSST on deposit-related transactions, obtain documentation for credit underwriting, and ensure information is up-to-date.
•Develop action plans for client servicing and coordinate with cross-functional teams to ensure execution and follow-up.
•Document services provided and maintain communications with clients and partners to facilitate servicing and transactions.

Pay and Benefits

Salary: USD 114,540 - 194,580 annually

Equity and Bonus:Equity

Perks:Health Insurance401kPensionEquity

Key Requirements

•5+ years of experience in financial servicing/accounting with a client servicing background.
•Formal credit training with at least one year of experience performing credit analysis and underwriting.
•Knowledge of banking products and services is required.
•Analytical, problem solving, and organizational skills are required.
•Experience with credit underwriting and loan documentation processes.

Experience:5+ yearsFinanceBankingFinancial services

Skills:CommunicationProblem-solvingAnalyticalClient serviceAttention to detail

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

1 month ago

Associate Banking Advisor

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 4 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Entry level

Key Responsibilities

•Assist Portfolio Banking Advisors and Banking Relationship Advisors with client portfolios and internal administration of accounts, participating in client meetings and presenting to clients.
•Manage a portfolio of clients and present credit recommendations at Group Credit Committee when appropriate.
•Coordinate with Account Managers and CSST on deposit-related transactions, obtain documentation for credit underwriting, and ensure information is up-to-date.
•Develop action plans for client servicing and coordinate with cross-functional teams to ensure execution and follow-up.
•Document services provided and maintain communications with clients and partners to facilitate servicing and transactions.

Pay and Benefits

Salary: USD 114,540 - 194,580 annually

Equity and Bonus:Equity

Perks:Health Insurance401kPensionEquity

Key Requirements

•5+ years of experience in financial servicing/accounting with a client servicing background.
•Formal credit training with at least one year of experience performing credit analysis and underwriting.
•Knowledge of banking products and services is required.
•Analytical, problem solving, and organizational skills are required.
•Experience with credit underwriting and loan documentation processes.

Experience:5+ yearsFinanceBankingFinancial services

Skills:CommunicationProblem-solvingAnalyticalClient serviceAttention to detail

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