Sr. Banking Advisor

Northern Trust•Austin, TX

About The Position

Northern Trust is a global leader in innovative wealth management, asset servicing, asset management, and banking services. Since 1889, the company has been guided by its principles of Service, Expertise, and Integrity. With over 135 years of financial experience and more than 24,000 partners, Northern Trust serves 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.
  • 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 client and prospect relationships and a partner network.
  • Excellent oral and written communication skills.
  • 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.
  • Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future.

Responsibilities

  • Develops new relationships, identifies prospects, and develops marketing strategies for specific clients.
  • Manages complex wealth management banking credit and treasury management client relationships and identifies opportunities external to banking in investment and fiduciary areas.
  • 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 COIs (Centers of Influence) and cultivates a network of additional COIs.
  • As a subject area expert, provides comprehensive, in-depth consulting and leadership to the 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
  • Encouragement for movement within the organization
  • Accessible senior leaders
  • Commitment to an inclusive workplace
  • Assistance to the communities served
  • 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.
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