Portfolio Banker

Northern Trust • Minneapolis, MN

1d • Hybrid

About The Position

Responsible for coordinating the account administration for Banking clients; responds to client inquiries, produces reports and oversees transaction processing. Also responsible for assisting Private Bankers in business development; creating client presentations and coordinating with the CSST servicing team. Resolves all types of operational or processing issues.

Requirements

• At least 3+ years in financial analysis and client servicing experience, or commercial lending or leasing experience
• In-depth knowledge of finance and relevant business segment specific issues are required to manage client relationships.
• Knowledge of applicable industry laws and regulations and completion of the lending program is required to evaluate credit risk.
• Strong interpersonal and consultative skills and ability to develop new business required.
• Excellent oral and written communication skills are required.
• Highly flexible and adaptable to change.
• Acts as a resource for colleagues with less experience.
• May lead small projects with manageable risks and resource requirements

Responsibilities

• Manages complex banking, credit and treasury management client relationships and identifies opportunities for investment management and fiduciary services
• Acts as key contact to client’s senior management for evaluation and implementation of financing strategies and treasury management practices through creative ideas and problem solving
• Communicates with client on emerging issues, bank products/services, and legal/regulatory changes translating the impact on our client’s activities and banking services
• Identifies opportunities and develops an on-going marketing strategy for specific clients.
• Responds to inquiries from clients and ensures resolution of service or operations issues. Documents in eRM to maintain record of problem and resolution
• Advises and consults with clients as it relates to Goals Driven Wealth Management
• Applies in-depth knowledge of credit policy, banking products as well as risk management in providing the best solutions and developing new opportunities
• Assists borrowers in managing risk, including interest rate risk thru the use special pricing conditions and interest rates Swaps
• Carries out activities that are large in scope, cross-functional and technically difficult
• Role is balanced between high level operational execution and development, and execution of strategic direction of business function activities
• Responsible for direct interaction with different committees and/or management
• Solves complex problems

Benefits

• retirement benefits (401k and pension)
• health and welfare benefits (medical, dental, vision, spending accounts and disability)
• paid time off
• parental and caregiver leave
• life & accident insurance
• other voluntary and well-being benefits
• discretionary bonus program that may include an equity component

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed