Northern Trust

Portfolio Banking Advisor

Northern Trust$114K — $194K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • In-depth knowledge of finance and specific business issues
  • Understanding of industry laws and regulations, with completion of a lending program
  • Excellent interpersonal and consultative skills
  • Strong oral and written communication skills
  • Flexible and adaptable to changing circumstances
  • Minimum 3 years in financial analysis, client servicing, commercial lending, or leasing experience

Responsibilities

  • Manage complex client relationships in banking, credit, and treasury management
  • Act as primary contact for clients’ senior management regarding financing strategies
  • Communicate emerging issues and legal/regulatory changes to clients
  • Develop and implement ongoing marketing strategies for clients
  • Resolve client service or operational issues and document solutions
  • Provide advisory services related to Goals Driven Wealth Management
  • Identify and implement solutions using in-depth knowledge of credit policy and risk management
  • Assist borrowers in managing interest rate risk

Benefits

  • Comprehensive retirement benefits including 401k and pension
  • Medical, dental, and vision health plans
  • Paid time off and parental/caregiver leave
  • Life and accident insurance options
  • Voluntary wellness benefits
  • Discretionary bonus program that may include equity component
Full Job Description

Major Duties :

• Manages complex banking, credit and treasury management client relationships and identifies opportunities for investment management and fiduciary services

• Acts as key contact to client’s senior management for evaluation and implementation of financing strategies and treasury management practices through creative ideas and problem solving

• Communicates with client on emerging issues, bank products/services, and legal/regulatory changes translating the impact on our client’s activities and banking services

• Identifies opportunities and develops an on-going marketing strategy for specific clients.

• Responds to inquiries from clients and ensures resolution of service or operations issues. Documents in eRM to maintain record of problem and resolution

• Advises and consults with clients as it relates to Goals Driven Wealth Management

• Applies in-depth knowledge of credit policy, banking products as well as risk management in providing the best solutions and developing new opportunities

• Assists borrowers in managing risk, including interest rate risk thru the use special pricing conditions and interest rates Swaps

• 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

• Solves complex problems

Knowledge :

• In-depth knowledge of finance and relevant business segment specific issues are required to manage client relationships

• Knowledge of applicable industry laws and regulations and completion of the lending program is required to evaluate credit risk

• Strong interpersonal and consultative skills and ability to develop new business required

• Excellent oral and written communication skills are required

• Highly flexible and adaptable to change

Experience :

• At least 3 years in financial analysis and client servicing experience, or commercial lending or leasing experience

• Acts as a resource for colleagues with less experience

• May lead small projects with manageable risks and resource requirements

Salary Range:

$114,540 - 194,580 USD

Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.


Work Authorization


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).


About Northern Trust

Northern Trust is a global leader in delivering innovative investment management, asset and fund administration, and fiduciary and banking solutions to corporations, institutions, and affluent individuals. They have evolved with the changing needs of their clients and their world.

Northern Trust Careers

Joining Northern Trust means becoming part of a global financial services institution that is dedicated to providing expert guidance and innovative solutions to its clients. At Northern Trust, we pride ourselves on fostering a culture of leadership, diversity, and innovation, which makes us a premier destination for career growth in the financial industry.

Work You’ll Do

At Northern Trust, you will collaborate with some of the most talented professionals in the financial sector. Our team is committed to excellence and equipped with a diverse range of skills that contribute to our dynamic environment. Here, you will have the opportunity to lead projects that transform our services and drive significant value for our clients across the globe.

Explore Job Opportunities and Internships

Whether you are starting your career or looking to make a significant impact in the financial industry, Northern Trust offers a variety of job opportunities and internships that will help you achieve your professional goals. From entry-level positions to leadership roles, our company is actively hiring individuals who are passionate, curious, and driven to excel.

Innovative Work

Northern Trust is at the forefront of financial innovation. Our employees are encouraged to think creatively and leverage cutting-edge technologies to solve complex problems. By joining our team, you will work on pioneering solutions that redefine the standards of financial services.

Be Part of a Great Team

Our team at Northern Trust is more than just a group of employees – we are a community. We value collaboration, and our culture is built on mutual respect and a commitment to diversity and inclusion. Working with us, you will experience a supportive network that is passionate about sharing knowledge and ideas.

Future-Proof Your Career

Northern Trust is dedicated to your professional development. We offer comprehensive benefits, diversity training, and numerous resources to help you grow your career. With our support, you can expand your skills, gain valuable experience, and achieve professional certifications that will enhance your career trajectory.

Stay Connected

Join Our Team

Discover the perfect role for you at Northern Trust by exploring our current job openings that match your skills and interests. We are looking for professionals who are solution-driven and eager to contribute to our legacy of financial excellence.

Keep Up to Date

Stay informed with the latest career tips, industry insights, and professional growth opportunities—all available through our careers blog. At Northern Trust, we ensure that our team members are always ahead in the industry.

Job Alert Emails

Customize your experience by subscribing to job alerts and insider tips tailored to your preferences. At Northern Trust, exciting and rewarding opportunities are always on the horizon, and we are eager to see where your talents can take us. Join Northern Trust today and be part of a company that values innovation, leadership, and a diverse and inclusive workplace. Here, every position is a chance to contribute to something bigger and to turn your job into a meaningful career.
Learn more about Northern Trust
Size
21,100 employees
Market Cap
$18.1 billion
Industry
Net Income
$1.2 billion
Founded
1889
5 Year Trend
+4.9%
Revenue
$6.1 billion
NASDAQ

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