Senior Strategic Portfolio Banker

001 The Northern Trust Company; San Diego (CA); On-site; USD 158,000 - 269,000; Full time

Job summary

Northern Trust in the United States seeks a senior credit and relationship manager to lead the bank's most complex client relationships in banking, credit and treasury management. You will identify opportunities for investment management and fiduciary services.

You will proactively communicate with clients about issues, products and regulatory changes, apply credit policy and risk management knowledge, and guide cross-functional teams to deliver innovative solutions.

Qualifications

• In-depth knowledge of finance and related issues.
• Knowledge of lending regulations and credit risk.
• Excellent oral and written communication skills.
• Flexible and adaptable to change.
• Specialized depth in own field.

Responsibilities

• Manage the most complex banking, credit and treasury management client relationships.
• Identify opportunities for investment management and fiduciary services.
• Proactively communicate with clients about issues, products and regulatory changes.
• Develop an ongoing marketing strategy for specific clients.
• Advise clients on Goals Driven Wealth Management.
• Lead cross-functional teams to solve complex problems.

Skills

Interpersonal skills

Consultative skills

Communication skills

Finance knowledge

Adaptable to change

Job description

Northern Trust in the United States seeks a senior credit and relationship manager to lead the bank's most complex client relationships in banking, credit and treasury management. You will identify opportunities for investment management and fiduciary services.

You will proactively communicate with clients about issues, products and regulatory changes, apply credit policy and risk management knowledge, and guide cross-functional teams to deliver innovative solutions.