Senior Banking & Credit Advisor for Wealth Clients

Northern Trust Corp; 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

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.