Senior Banking Advisor

Northern Trust • Bonita Springs, FL

8d

About The Position

The Senior Banking Advisor applies banking and credit expertise to help clients navigate complex financial needs. The role works closely with high-net-worth individuals and families to deliver tailored banking, lending, and treasury solutions as part of a broader wealth strategy. It builds strong client relationships, develops customized financial solutions, and connects clients to a broader range of wealth management services.

The advisor serves as a trusted resource on lending, liquidity, and treasury decisions; leads the design, negotiation, and execution of tailored financing strategies; and collaborates across teams to provide coordinated client service and contribute to the continued evolution of banking capabilities within the wealth platform.

Applicants must be authorized to work in the United States without current or future employment-based visa sponsorship. Northern Trust describes its culture as flexible and collaborative, encourages internal movement, and emphasizes inclusion and community service.

Requirements

• Deep banking and credit expertise, including the ability to apply lending and liquidity strategies to client needs.
• Strong relationship management skills, including the ability to influence, negotiate, and build trust with clients and partners.
• Strong communication skills and the ability to explain complex financial concepts clearly and practically.
• A collaborative and adaptable approach, with the ability to operate effectively in a dynamic environment.
• Industry experience is required.
• A college or university degree is required/preferred.
• Authorization to work in the United States without the need for current or future employment-based visa sponsorship.

Responsibilities

• Build and deepen trusted client relationships to expand banking engagement and contribute to overall client growth.
• Advise clients on complex banking and credit needs, including lending, liquidity, and treasury decisions, in alignment with a goals-driven wealth management approach.
• Lead the design, negotiation, and execution of customized lending and financing strategies from initial analysis through closing.
• Identify opportunities to address clients’ broader financial goals through banking and credit solutions.
• Collaborate across teams to address complex client needs and provide a coordinated, high-quality client experience.
• Contribute to day-to-day service delivery and the continued evolution of banking capabilities within the wealth platform.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior