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

Skills

Key technologies and capabilities for this role

Credit ManagementTreasury ManagementLoan StructuringLoan NegotiationRisk ManagementWealth ManagementClient Relationship ManagementInterest Rate SwapsLoan DocumentationFinancial Advisory

Questions & Answers

Common questions about this position

What is the employment type for the Senior Banking Advisor role?

The position is full-time employment.

Is this a remote position or does it require office work?

This information is not specified in the job description.

What key skills are required for the Senior Banking Advisor position?

Candidates need an advanced understanding of the banking industry, competitive landscape, and credit/lending practices, along with familiarity with investment, trust, and financial planning concepts, plus strong negotiation, leadership, and relationship skills.

What is the company culture like at Northern Trust?

Northern Trust emphasizes enduring principles of service, expertise, and integrity, with a focus on innovative financial services, exceptional client service, and collaboration across more than 22,000 partners using leading technology.

What makes a strong candidate for the Senior Banking Advisor role?

Strong candidates will have experience managing complex credit and deposit relationships for high-net-worth clients, structuring and negotiating loan agreements, and demonstrating leadership in strategic initiatives and mentoring junior team members.