Senior Banking Advisor

001 The Northern Trust Company; Fort Myers (FL); On-site; USD 70,000 - 110,000; Full time

Job summary

Northern Trust Corp in Fort Myers, FL is seeking a Senior Banking Advisor to deliver tailored banking, lending, and treasury solutions to high-net-worth individuals and families as part of a broader wealth strategy.

The role focuses on building long-term client relationships, offering sophisticated credit structures, and collaborating across teams to provide a seamless wealth platform experience.

Qualifications

• Deep banking and credit expertise to meet client needs.
• Strong relationship management and negotiation skills.
• Ability to explain complex financial concepts clearly.
• Collaborative, adaptable approach in a dynamic environment.

Responsibilities

• Build and deepen client relationships to expand banking engagement.
• Advise clients on complex banking and credit needs as trusted advisor.
• Structure and deliver customized credit solutions from analysis to closing.
• Apply lending/ liquidity expertise to address broader financial goals.
• Collaborate across teams to deliver seamless client solutions.

Skills

Banking expertise

Relationship management

Credit expertise

Communication skills

Education

College/university degree

Job description

About Northern Trust

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions. Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide. With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. The Senior Banking Advisor applies banking and credit expertise to help clients navigate complex financial needs.

The Senior Banking Advisor at Northern Trust works closely with high-net-worth individuals and families to deliver tailored banking, lending, and treasury solutions as part of a broader wealth strategy. The role builds strong client relationships, develops tailored financial solutions, and connects clients to a broader range of wealth management services.

KEY RESPONSIBILITES

• Build and deepen client relationships - Develop trusted relationships that create opportunities to expand banking engagement and contribute to overall client growth.
• Advise clients on complex banking and credit needs - Serve as a trusted advisor, providing advice aligned to our goals-driven wealth management approach and helping clients navigate lending, liquidity, and treasury decisions with confidence.
• Structure and deliver customized credit solutions - Lead the design, negotiation, and execution of tailored lending and financing strategies from initial analysis through closing.
• Apply expertise in lending and liquidity while helping identify opportunities to address a client’s broader financial goals.
• Collaborate to deliver seamless client solutions - Work closely across teams to solve complex client needs and ensure a coordinated, high-quality client experience and contribute to both day-to-day delivery and the continued evolution of banking capabilities within the wealth platform.

KNOWLEDGE/EXPERIENCE

• Deep banking and credit expertise with the ability to take a practical solutions-oriented approach and apply lending and liquidity strategies to meet client needs.
• Strong relationship management skills, with the ability to influence, negotiate, and build trust with clients and partners.
• Strong communication skills, with the ability to explain complex financial concepts in a clear and practical way.
• Collaborative, adaptable approach and the ability to operate effectively in a dynamic environment.

Education/Experience:

A College or University degree is required/preferred. Industry experience required.

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).

Working with Us

As a Northern Trust partner, you will be part of a flexible and collaborative work culture, which has a strong history of financial strength and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to an inclusive workplace and assisting the communities we serve. Philanthropy is deeply rooted in Northern Trust’s history and is an essential element of our culture. Employees around the world give their time and talent to work for the greater good of their communities.

Looking for greater? You found it. A global financial leader with more than 22,000 employees in 23 locations worldwide, Northern Trust empowers our employees to achieve more than just business goals. Our focus on work-life balance, career mobility and unique opportunities are just a few of the reasons we’ve been named one of the world’s most admired companies.

Reasonable Accommodation

Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [e-mail], or alternatively you can discuss your individual requirements with the recruiter you are working with.

Terms and Conditions

Candidate Privacy Notice California Applicant Privacy Notice Pay Transparency Nondiscrimination Provision (U.S) Transparency in Coverage Disclosure – North America Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1-800-807-0302 (North America), [phone] (Asia Pacific), 1800-425-0333 (India), [phone] (Europe, Middle East and Africa) and let us know the nature of your request and your contact information.

APAC/INDIA EEO STATEMENT

It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

Canada EEO STATEMENT

Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law, regulation, or ordinance.

EMEA EEO STATEMENT

It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

USA EEO STATEMENT

It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status. EEO Know Your Rights (U.S.)