Sr. Banking Advisor

Northern Trust•Phoenix, AZ

About The Position

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions. Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide. With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.

Requirements

Advanced knowledge of the banking industry, competition and financing, usually acquired through formal education and experience is required. Knowledge of investments, trust and financial consulting concepts is necessary to identify cross selling opportunities
Skills in negotiation, leadership and sales are necessary to develop the client and prospect relationships and a partner network
Excellent oral and written communication skills are required
Highly flexible and adaptable to change
Interprets internal/external business challenges and recommends best practices to improve products, processes or services
Communicates difficult concepts and negotiates with others to adopt a different point of view
Requires specialized depth and/or breadth of expertise in own job discipline or field
At least 5 years in financial analysis and client servicing experience, or commercial lending or leasing experience
May lead functional teams or projects with moderate resource requirements, risk, and/or complexity

Responsibilities

Develops new relationships. Identifies prospects and develops the marketing strategy for specific clients.
Manages complex wealth management banking credit and treasury management client relationships and identifies opportunities external to banking in the areas of investment and fiduciary
Responsible for structuring and negotiating complex loan and/or lease agreements according to guidelines established by senior bank and business unit management
Analyzes and negotiates the terms of loans, such as special pricing conditions, interest rates, Swaps etc. according to guidelines set by the Credit Policy Committee. Oversees and negotiates the preparation of documentation necessary for the financing agreement
Advises and consults with clients as it relates to Goals Driven Wealth Management
Generates leads through well established relationships with COI’s and cultivates a network of additional COI’s
As subject area expert, provides comprehensive, in-depth consulting and leadership to team and partners at a high technical level
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.
Strategic in developing, implementing and administering programs within functional areas
Leads others to solve complex problems

Benefits

Flexible and collaborative work culture
Strong history of financial strength and stability
Movement within the organization is encouraged
Senior leaders are accessible
Pride in working for a 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.
Work-life balance
Career mobility
Unique opportunities