Northern Trust

Senior Banking Advisor

Northern Trust$100K — $120K *
Tampa, FL 33647In-Person
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of experience in financial analysis, client servicing, commercial lending or leasing.
  • Advanced knowledge of banking, competitive landscape, and financing via formal education and experience.
  • Working knowledge of investments, trust, and financial consulting for cross-selling.
  • Strong negotiation, leadership, and sales skills for client relationship development.
  • Excellent communication skills to convey complex concepts effectively.
  • High flexibility and adaptability to change.
  • Ability to analyze business challenges and recommend improvements.],
  • responsibilities
  • Develop new client relationships through targeted marketing strategies.
  • Manage complex wealth management client portfolios, identifying additional service opportunities.
  • Structure and negotiate loan and lease agreements following established guidelines.
  • Analyze loan terms and oversee documentation preparation for financing agreements.
  • Consult clients through a goals-driven wealth management approach.
  • Generate leads through established relationships with centers of influence.
  • Serve as a subject matter expert, providing high-level consulting and leadership to internal teams.
  • Execute large-scale and cross-functional initiatives with high complexity.
  • Engage with senior management and committees as necessary.
  • Administer and implement strategic programs in assigned functional areas.

Responsibilities

  • Develop new client relationships through targeted marketing strategies.
  • Manage complex wealth management client portfolios, identifying additional service opportunities.
  • Structure and negotiate loan and lease agreements following established guidelines.
  • Analyze loan terms and oversee documentation preparation for financing agreements.
  • Consult clients through a goals-driven wealth management approach.
  • Generate leads through established relationships with centers of influence.
  • Serve as a subject matter expert, providing high-level consulting and leadership to internal teams.
  • Execute large-scale and cross-functional initiatives with high complexity.
  • Engage with senior management and committees as necessary.
  • Administer and implement strategic programs in assigned functional areas.

Benefits

  • Dynamic work environment with opportunities for professional growth.
  • Engagement with high-level operational execution and strategic business initiatives.
  • Exposure to complex financial negotiations and high-profile clients.
  • Collaborative work culture emphasizing networking and relationship building.
Full Job Description

At Northern Trust, the Senior Banking Advisor develops and manages complex wealth management client relationships across banking, credit, and treasury management. As a senior advisor, this role is responsible for new business development, structuring and negotiating complex financing solutions, and advising clients through a goals-driven wealth management approach. The role balances high-level operational execution with the development and execution of strategic business initiatives and serves as a subject matter expert to partners and internal teams.

What You’ll Do

  • Develop new client relationships by identifying prospects and executing targeted marketing strategies for specific clients.

  • Manage complex wealth management banking, credit, and treasury management client relationships and identify opportunities beyond banking, including investment and fiduciary solutions.

  • Structure and negotiate complex loan and/or lease agreements in accordance with guidelines established by senior bank and business unit management.

  • Analyze and negotiate loan terms, including special pricing conditions, interest rates, swaps, and related structures, in alignment with Credit Policy Committee guidelines; oversee and negotiate preparation of documentation required for financing agreements.

  • Advise and consult with clients as it relates to Goals-Driven Wealth Management.

  • Generate leads through well-established relationships with centers of influence (COIs) and cultivate a network of additional COIs.

  • Serve as a subject matter expert by providing comprehensive, in-depth consulting and leadership to partners and teams at a high technical level.

  • Execute activities that are large in scope, cross-functional, and technically complex.

  • Balance high-level operational execution with the development and execution of strategic direction for business function activities.

  • Engage directly with committees and senior management as required.

  • Develop, implement, and administer strategic programs within assigned functional areas.

  • Lead others in solving complex problems and navigating technically challenging situations.

What Will Make You Successful in the Role

  • Advanced knowledge of the banking industry, competitive landscape, and financing, typically acquired through formal education and professional experience.

  • Working knowledge of investments, trust, and financial consulting concepts to identify cross-selling opportunities.

  • Strong negotiation, leadership, and sales skills required to develop client relationships, prospects, and partner networks.

  • Excellent oral and written communication skills, with the ability to communicate complex or difficult concepts effectively.

  • High degree of flexibility and adaptability to change.

  • Ability to interpret internal and external business challenges and recommend best practices to improve products, processes, or services.

  • Ability to communicate difficult concepts and influence others to adopt alternative points of view.

  • Requires specialized depth and/or breadth of expertise within the job discipline or functional area.

Experience & Education

  • At least 5 years of experience in financial analysis and client servicing, commercial lending, or leasing.

  • May lead functional teams or projects with moderate resource requirements, risk, and/or complexity


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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