Senior Banking Advisor at Northern Trust

Boca Raton, Florida, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Banking, Financial ServicesIndustries

Requirements

Advanced understanding of the banking industry, competitive landscape, and credit/lending practices
Familiarity with investment, trust, and financial planning concepts to support comprehensive client solutions
Strong negotiation, leadership, and relationship management skills
Excellent oral and written communication abilities
High adaptability and flexibility in a fast-paced, evolving environment
Ability to interpret internal and external business challenges and recommend solutions that enhance product and service offerings
Capable of influencing stakeholders and communicating complex concepts effectively
Demonstrated expertise in a specialized banking or financial discipline
Minimum of 5 years of experience in financial analysis, client servicing, commercial lending, or leasing
Experience leading functional teams or managing moderate-risk projects is preferred
Bachelor’s degree in Finance, Business, Economics, or a related field required; advanced degree or professional certifications (e.g., CFA, CFP) preferred

Responsibilities

Proactively develops new client relationships and identifies prospects, creating tailored marketing strategies for targeted outreach
Manages sophisticated credit, deposit, and treasury management relationships for high-net-worth individuals, family offices, closely held businesses, and non-profit organizations
Identifies and facilitates opportunities across investment, fiduciary, and wealth management solutions beyond banking services
Structures and negotiates complex loan and lease agreements in alignment with bank policies and risk frameworks
Analyzes and negotiates key loan terms, including pricing conditions, interest rates, and interest rate swaps, ensuring compliance with Credit Policy Committee guidelines
Oversees the preparation and execution of loan documentation and ensures accuracy and completeness of financing agreements
Acts as a trusted advisor to clients on goals-based wealth management strategies
Develops and maintains a strong network of Centers of Influence (COIs), leveraging relationships to generate new business opportunities
Serves as a subject matter expert, providing in-depth consultation and leadership to colleagues and internal partners
Leads strategic initiatives and cross-functional projects that are broad in scope and technically complex
Interfaces with senior leadership, committees, and other internal stakeholders to provide insight and drive strategic initiatives
Balances day-to-day operational execution with long-term business development and strategic planning responsibilities
Mentors junior team members and contributes to the development of best practices within the banking team