Sr. Banking Advisor

Northern Trust
Phoenix
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Negotiation","Leadership","Sales","Communication","Adaptability"]

Develop and grow banking and wealth management client relationships by identifying prospects, structuring and negotiating complex loan/lease agreements, and advising clients on goals-driven wealth management. Analyze and negotiate financing terms (including pricing, interest rates, and swaps) and oversee documentation for financing agreements. Serve as a subject-matter expert, provide high-technical consulting to clients and partners, and drive cross-selling through investment and fiduciary opportunities.

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FursaFursa
Northern Trust
Northern Trust
13 hours ago

Sr. Banking Advisor

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Source: Company careers pageValidated by: Fursa AI
Last checked: 13 hours agoStatus: Live
Reposted: similar role first listed 2 months ago

Job Summary

Develop and grow banking and wealth management client relationships by identifying prospects, structuring and negotiating complex loan/lease agreements, and advising clients on goals-driven wealth management. Analyze and negotiate financing terms (including pricing, interest rates, and swaps) and oversee documentation for financing agreements. Serve as a subject-matter expert, provide high-technical consulting to clients and partners, and drive cross-selling through investment and fiduciary opportunities.
Location: Phoenix
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Develop new 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 (investment and fiduciary).
  • •Structure and negotiate complex loan and/or lease agreements according to guidelines from senior bank and business unit management.
  • •Analyze and negotiate financing terms (e.g., special pricing, interest rates, swaps) and oversee documentation for financing agreements.
  • •Advise and consult clients on goals-driven wealth management and generate leads through established relationships and a growing COI network.

Key Requirements

  • •At least 5 years in financial analysis and client servicing, or commercial lending or leasing experience.
  • •Advanced knowledge of the banking industry, competition, and financing (typically via 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 and build a partner network.
  • •Excellent oral and written communication skills.
Experience:Financial servicesWealth managementCommercial lendingClient servicingBanking
Skills:NegotiationLeadershipSalesCommunicationAdaptability

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
Glassdoor
Glassdoor: 3.9
WebsiteLinkedIn