Northern Trust

Sr. Portfolio Banker

Northern Trust • $158K — $268K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Minimum of 7 years in credit and relationship management or commercial lending
  • Strong financial analysis skills and client servicing experience
  • In-depth knowledge of finance and industry-specific issues
  • Excellent interpersonal and consultative abilities
  • Strong verbal and written communication skills
  • Flexibility and adaptability to change
  • Specialized expertise in banking or finance sector

Responsibilities

  • Manage complex banking, credit, and treasury client relationships
  • Communicate proactively with clients about emerging issues and services
  • Develop ongoing marketing strategies tailored to specific clients
  • Advise clients on Goals Driven Wealth Management
  • Utilize knowledge of credit policy and risk management to provide solutions
  • Assist clients in managing interest rate risk through specialized pricing
  • Lead efforts to address complex, large-scale challenges

Benefits

  • Comprehensive retirement benefits including 401k and pension
  • Health and welfare benefits covering medical, dental, and vision
  • Paid time off, parental, and caregiver leave
  • Life and accident insurance
  • Discretionary bonus program possibly including equity component
  • Various voluntary and well-being benefits
Full Job Description
Major Duties :• Manages the most complex banking, credit and treasury management client relationships and identifies opportunities for investment management and fiduciary services
• Proactively 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
• Proactively 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
• 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
• Uses sophisticated analytical thought to exercise judgement and identify innovative solutions

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
• Requires specialized depth and/or breadth of expertise in own job discipline or field

Experience :• At least 7 years credit and relationship management experience as well as 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

Salary Range:
$158,010 - 268,640 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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