Sr. Banking Advisor at Northern Trust

San Francisco, California, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Banking, Financial ServicesIndustries

Requirements

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 to improve products, processes, or services
Ability to communicate difficult concepts and negotiate with others to adopt a different point of view
Specialized depth and/or breadth of expertise in own job discipline or field
At least 5 years in financial analysis and client servicing experience, or commercial lending or leasing experience
Ability to lead functional teams or projects with moderate resource requirements, risk, and/or complexity

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 terms of loans (e.g., special pricing conditions, interest rates, Swaps) according to Credit Policy Committee guidelines; oversees and negotiates preparation of financing agreement documentation
Advises and consults with clients related to Goals Driven Wealth Management
Generates leads through established relationships with Centers of Influence (COIs) and cultivates a network of additional COIs
Provides comprehensive, in-depth consulting and leadership to team and partners as a subject area expert at a high technical level
Carries out large-scope, cross-functional, and technically difficult activities
Balances high-level operational execution with development and execution of strategic direction for business function activities
Engages in direct interaction with committees and/or management
Strategically develops, implements, and administers programs within functional areas
Leads others to solve complex problems

Skills

Key technologies and capabilities for this role

Wealth ManagementBanking CreditTreasury ManagementLoan StructuringSwapsCredit AnalysisClient Relationship ManagementStrategic PlanningNegotiationFiduciary Services

Questions & Answers

Common questions about this position

What experience is required for the Sr. Banking Advisor role?

At least 5 years in financial analysis and client servicing experience is required.

What key skills are needed for this position?

Advanced knowledge of the banking industry, competition, and financing is required, along with skills in negotiation, leadership, sales, and excellent oral and written communication.

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

This information is not specified in the job description.

What is the salary or compensation for this role?

This information is not specified in the job description.

What makes a strong candidate for the Sr. Banking Advisor position?

Candidates with at least 5 years of financial analysis and client servicing experience, advanced banking industry knowledge, negotiation and sales skills, and the ability to lead cross-functional teams on complex problems stand out.