Senior Banking Advisor

Northern Trust Corp; Tampa (FL); On-site; USD 100,000 - 160,000; Full time

Job summary

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

The role balances high-level strategy with execution, requiring strong negotiation, leadership, and cross-functional collaboration to expand client services and cross-sell investment and fiduciary solutions.

Qualifications

• At least 5 years of experience in financial analysis and client servicing, commercial lending, or leasing.
• Ability to develop and manage complex wealth management client relationships.
• Strong negotiation and leadership skills to drive cross-sell opportunities.

Responsibilities

• 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.
• Structure and negotiate complex loan and/or lease agreements in accordance with guidelines.
• Analyze and negotiate loan terms, including pricing and related structures; oversee documentation for financing agreements.
• Advise clients on goals-driven wealth management and generate leads through COIs.

Skills

Client relationship management

Negotiation

Sales proficiency

Communication skills

Leadership

Education

Bachelor's degree in finance, economics, or related field

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.

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.

Terms and Conditions

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.)