Senior Banking Advisor — Wealth & Financing Solutions

001 The Northern Trust Company; Tampa (FL); In loco; USD 110.000 - 150.000; Tempo pieno

Descrizione del lavoro

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

As a senior advisor, you will balance high-level strategy with execution, serve as a subject matter expert to partners and internal teams, and drive cross-functional initiatives and

Competenze

• Advanced knowledge of banking industry and financial services
• Strong negotiation and sales skills to develop client relationships
• Ability to identify cross-sell opportunities and manage complex client needs

Mansioni

• Develop new client relationships and targeted marketing strategies
• Manage complex wealth management banking, credit, and treasury relationships
• Structure and negotiate complex loan/lease agreements following policy
• Analyze loan terms, pricing, swaps, and related financing documentation
• Advise clients on Goals-Driven Wealth Management and cross-sell opportunities
• Generate leads through COIs and expand professional networks
• Provide expert consulting and leadership to partners and teams
• Lead cross-functional initiatives and strategic direction for the function

Conoscenze

Banking knowledge

Negotiation skills

Client relationship management

Sales skills

Formazione

Bachelor's degree in Finance

Descrizione del lavoro

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

As a senior advisor, you will balance high-level strategy with execution, serve as a subject matter expert to partners and internal teams, and drive cross-functional initiatives and