Senior Banking Advisor

Northern Trust • Miami, FL

2d

About The Position

At Northern Trust, the Senior Banking Advisor develops and manages complex wealth management client relationships across banking, credit, and treasury management. As a senior advisor, this role is responsible for new business development, structuring and negotiating complex financing solutions, and advising clients through a goals-driven wealth management approach. The role balances high-level operational execution with the development and execution of strategic business initiatives and serves as a subject matter expert to partners and internal teams.

Requirements

• Advanced knowledge of the banking industry, competitive landscape, and financing, typically acquired through formal education and professional experience.
• Working knowledge of investments, trust, and financial consulting concepts to identify cross-selling opportunities.
• Strong negotiation, leadership, and sales skills required to develop client relationships, prospects, and partner networks.
• Excellent oral and written communication skills, with the ability to communicate complex or difficult concepts effectively.
• High degree of flexibility and adaptability to change.
• Ability to interpret internal and external business challenges and recommend best practices to improve products, processes, or services.
• Ability to communicate difficult concepts and influence others to adopt alternative points of view.
• Requires specialized depth and/or breadth of expertise within the job discipline or functional area.
• At least 5 years of experience in financial analysis and client servicing, commercial lending, or leasing.
• 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

• Develop new client relationships by identifying prospects and executing targeted marketing strategies for specific clients.
• Manage complex wealth management banking, credit, and treasury management client relationships and identify opportunities beyond banking, including investment and fiduciary solutions.
• Structure and negotiate complex loan and/or lease agreements in accordance with guidelines established by senior bank and business unit management.
• Analyze and negotiate loan terms, including special pricing conditions, interest rates, swaps, and related structures, in alignment with Credit Policy Committee guidelines; oversee and negotiate preparation of documentation required for financing agreements.
• Advise and consult with clients as it relates to Goals-Driven Wealth Management.
• Generate leads through well-established relationships with centers of influence (COIs) and cultivate a network of additional COIs.
• Serve as a subject matter expert by providing comprehensive, in-depth consulting and leadership to partners and teams at a high technical level.
• Execute activities that are large in scope, cross-functional, and technically complex.
• Balance high-level operational execution with the development and execution of strategic direction for business function activities.
• Engage directly with committees and senior management as required.
• Develop, implement, and administer strategic programs within assigned functional areas.
• Lead others in solving complex problems and navigating technically challenging situations.

Benefits

• flexible and collaborative work culture
• strong history of financial strength and stability
• Movement within the organization is encouraged
• senior leaders are accessible
• company committed to an inclusive workplace
• assisting the communities we serve
• Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture.
• Employees around the world give their time and talent to work for the greater good of their communities.
• Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities.

What This Job Offers

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