Sr. Portfolio Banker

Northern Trust • San Diego, CA

1d • $158,010 - $268,640 • Hybrid

About The Position

Northern Trust is a global leader in wealth management, asset servicing, asset management, and banking services. Since 1889, the company has been guided by its principles of Service, Expertise, and Integrity. With over 135 years of financial experience and more than 24,000 partners, Northern Trust serves sophisticated clients using leading technology and exceptional service.

Requirements

• At least 7 years credit and relationship management experience as well as 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.
• Requires specialized depth and/or breadth of expertise in own job discipline or field.
• Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. Northern Trust will not sponsor applicants for U.S. work visa status for this opportunity (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

Nice To Haves

• May lead functional teams or projects with moderate resource requirements, risk, and/or complexity.

Responsibilities

• Manages the most complex banking, credit and treasury management client relationships and identifies opportunities for investment management and fiduciary services.
• Proactively 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.
• Proactively 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.
• Responsible for direct interaction with different committees and/or management.
• Strategic in developing, implementing and administering programs within functional areas.
• Leads others to solve complex problems.
• Uses sophisticated analytical thought to exercise judgement and identify innovative solutions.

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: Senior
• Education Level: No Education Listed