Senior Banking Advisor at Northern Trust

Milwaukee, Wisconsin, United States

Northern Trust Logo
Not SpecifiedCompensation
Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level
Full TimeJob Type
UnknownVisa
Banking, Financial ServicesIndustries

Requirements

  • Expertise in financial analysis and client servicing
  • Private and commercial lending and/or leasing experience
  • Advanced knowledge of the banking industry, competition, and financing, usually acquired through formal education and experience
  • Knowledge of investments, trust, and financial consulting concepts to identify cross-selling opportunities
  • Skills in negotiation, leadership, and sales to develop client, prospect, and partner relationships
  • Excellent oral and written communication skills
  • Highly flexible and adaptable to change
  • Ability to interpret internal/external business challenges and recommend best practices
  • Ability to communicate difficult concepts and negotiate to adopt different points of view
  • Specialized depth and/or breadth of expertise in own job discipline or field

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
  • Structures and negotiates complex loan and/or lease agreements according to guidelines established by senior bank and business unit management
  • Analyzes and negotiates loan terms, such as special pricing conditions, interest rates, Swaps, etc., according to Credit Policy Committee guidelines
  • Oversees and negotiates the preparation of documentation necessary for financing agreements
  • Advises and consults with clients related to Goals Driven Wealth Management
  • Generates leads through established relationships with Centers of Influence (COI’s) and cultivates a network of additional COI’s
  • Provides comprehensive, in-depth consulting and leadership to team and partners at a high technical level as a subject area expert
  • Carries out large-scope, cross-functional, and technically difficult activities, balanced between high-level operational execution and strategic direction
  • Interacts directly with committees and/or management
  • Develops, implements, and administers strategic programs within functional areas
  • Leads others to solve complex problems

Skills

Wealth Management
Banking Credit
Treasury Management
Loan Structuring
Negotiation
Interest Rate Swaps
Client Relationship Management
Business Development
Fiduciary Services
Credit Policy

Northern Trust

About Northern Trust

N/AHeadquarters
N/AYear Founded
N/ACompany Stage

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