Senior Banking Advisor

Northern Trust; Tampa (FL); On-site; USD 125,000 - 180,000; Full time

Job summary

Northern Trust in Tampa seeks a Senior Banking Advisor to develop and manage complex wealth management client relationships across banking, credit, and treasury management. You will lead new business development, structure financing solutions, and advise clients through a goals-driven wealth management approach.

The role balances high-level strategic execution with hands-on delivery, mentoring teams, negotiating terms, and coordinating with partners to deliver superior service to sophisticated

Qualifications

• At least 5 years of experience in financial analysis and client servicing, commercial lending, or leasing.
• May lead functional teams or projects with moderate resource requirements, risk, and/or complexity.
• Advanced knowledge of the banking industry and financing concepts.

Responsibilities

• Develop new client relationships and identify prospects for specific clients.
• Manage complex wealth management banking, credit, and treasury management relationships and identify opportunities beyond banking.
• Structure and negotiate loan/lease agreements per guidelines and prepare financing documentation.
• Advise clients on Goals-Driven Wealth Management and coordinate with partners.
• Generate leads through COIs and build a wider partner network.
• Provide expert consulting to partners and internal teams on technical matters.
• Lead cross-functional initiatives and drive strategic direction for business functions.
• Engage with committees and senior management when required.

Skills

Negotiation

Leadership

Sales

Communication

Flexibility

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.

At Northern Trust, the Senior Banking Advisor develops and manages complex wealth management client relationships across banking, credit, and treasury management. As a senior advisor, this role is responsible for new business development, structuring and negotiating complex financing solutions, and advising clients through a goals-driven wealth management approach. The role balances high-level operational execution with the development and execution of strategic business initiatives and serves as a subject matter expert to partners and internal teams.

What You’ll Do

• Develop new client relationships by identifying prospects and executing targeted marketing strategies for specific clients.
• Manage complex wealth management banking, credit, and treasury management client relationships and identify opportunities beyond banking, including investment and fiduciary solutions.
• Structure and negotiate complex loan and/or lease agreements in accordance with guidelines established by senior bank and business unit management.
• Analyze and negotiate loan terms, including special pricing conditions, interest rates, swaps, and related structures, in alignment with Credit Policy Committee guidelines; oversee and negotiate preparation of documentation required for financing agreements.
• Advise and consult with clients as it relates to Goals-Driven Wealth Management.
• Generate leads through well-established relationships with centers of influence (COIs) and cultivate a network of additional COIs.
• Serve as a subject matter expert by providing comprehensive, in-depth consulting and leadership to partners and teams at a high technical level.
• Execute activities that are large in scope, cross-functional, and technically complex.
• Balance high-level operational execution with the development and execution of strategic direction for business function activities.
• Engage directly with committees and senior management as required.
• Develop, implement, and administer strategic programs within assigned functional areas.
• Lead others in solving complex problems and navigating technically challenging situations.

What Will Make You Successful in the Role

• Advanced knowledge of the banking industry, competitive landscape, and financing, typically acquired through formal education and professional experience.
• Working knowledge of investments, trust, and financial consulting concepts to identify cross-selling opportunities.
• Strong negotiation, leadership, and sales skills required to develop client relationships, prospects, and partner networks.
• Excellent oral and written communication skills, with the ability to communicate complex or difficult concepts effectively.
• High degree of flexibility and adaptability to change.
• Ability to interpret internal and external business challenges and recommend best practices to improve products, processes, or services.
• Ability to communicate difficult concepts and influence others to adopt alternative points of view.
• Requires specialized depth and/or breadth of expertise within the job discipline or functional area.

Experience & Education

• At least 5 years of experience in financial analysis and client servicing, commercial lending, or leasing.
• May lead functional teams or projects with moderate resource requirements, risk, and/or complexity

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.

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.