Portfolio Banker

Northern Trust • Los Angeles, CA

11d

About The Position

About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. Major Duties : 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 Knowledge : 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 Experience : At least 3 years in financial analysis and client servicing experience, or commercial lending or leasing experience Acts as a resource for colleagues with less experience May lead small projects with manageable risks and resource requirements

Requirements

• 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
• At least 3 years in financial analysis and client servicing experience, or commercial lending or leasing experience
• 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

• Northern Trust provides a comprehensive benefits package including 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, and other voluntary and well-being benefits.
• Northern Trust also provides a 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