Senior Banking Advisor

Northern Trust•Atlanta, GA

4d•Hybrid

About The Position

The Senior Banking Advisor is responsible for developing new client relationships and deepening existing ones for the Bank. This individual manages complex credit and deposit relationships for high-net-worth individuals, family offices, and non-profit organizations. The role emphasizes both strategic growth and exceptional client service, coordinating with internal partners across the Bank to deliver a comprehensive suite of financial solutions.

Requirements

Advanced understanding of the banking industry, competitive landscape, and credit/lending practices.
Familiarity with investment, trust, and financial planning concepts to support comprehensive client solutions.
Strong negotiation, leadership, and relationship management skills.
Excellent oral and written communication abilities.
High adaptability and flexibility in a fast-paced, evolving environment.
Ability to interpret internal and external business challenges and recommend solutions that enhance product and service offerings.
Capable of influencing stakeholders and communicating complex concepts effectively.
Demonstrated expertise in a specialized banking or financial discipline.
Minimum of 5 years of experience in financial analysis, client servicing, commercial lending, or leasing.
Bachelor’s degree in Finance, Business, Economics, or a related field required.

Nice To Haves

Experience leading functional teams or managing moderate-risk projects is preferred.
advanced degree or professional certifications (e.g., CFA, CFP) preferred.

Responsibilities

Proactively develops new client relationships and identifies prospects, creating tailored marketing strategies for targeted outreach.
Manages sophisticated credit, deposit, and treasury management relationships for high-net-worth, family offices, closely held business and non-profit organizations.
Identifies and facilitates opportunities across investment, fiduciary, and wealth management solutions beyond banking services.
Structures and negotiates complex loan and lease agreements in alignment with bank policies and risk frameworks.
Analyzes and negotiates key loan terms, including pricing conditions, interest rates, and interest rate swaps, ensuring compliance with Credit Policy Committee guidelines.
Oversees the preparation and execution of loan documentation and ensures accuracy and completeness of financing agreements.
Acts as a trusted advisor to clients on goals-based wealth management strategies.
Develops and maintains a strong network of Centers of Influence (COIs), leveraging relationships to generate new business opportunities.
Serves as a subject matter expert, providing in-depth consultation and leadership to colleagues and internal partners.
Leads strategic initiatives and cross-functional projects that are broad in scope and technically complex.
Interfaces with senior leadership, committees, and other internal stakeholders to provide insight and drive strategic initiatives.
Balances day-to-day operational execution with long-term business development and strategic planning responsibilities.
Mentors junior team members and contributes to the development of best practices within the banking team.