Sr. Banking Advisor

001 The Northern Trust Company; Phoenix (AZ); On-site; USD 100,000 - 150,000; Full time

Job summary

Northern Trust is seeking a seasoned professional to drive wealth management relationships and strategic client engagements in Phoenix. You will manage complex banking, credit, and fiduciary opportunities for sophisticated clients, balancing execution with long-term strategic direction.

The role emphasizes leadership, advisory excellence, and cross-functional collaboration to deliver holistic financial solutions while expanding the client network and ensuring superior service.

Qualifications

• Minimum 5 years in financial analysis and client servicing or commercial lending/leasing.
• Strong negotiation, leadership and sales skills.
• Excellent oral and written communication skills.

Responsibilities

• Develops new relationships and marketing strategy for specific clients.
• Manages complex wealth management banking, credit and treasury relationships.
• Structures and negotiates loans and leases per policy guidelines.
• Advises clients on Goals Driven Wealth Management.
• Generates leads and expands COI network.
• Provides high-level consulting and leadership within the team.

Skills

Banking knowledge

Negotiation

Leadership

Communication

Sales

Client servicing

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.

Major Duties

• Develops new relationships. Identifies prospects and develops the marketing strategy for specific clients.
• Manages complex wealth management banking credit and treasury management client relationships and identifies opportunities external to banking in the areas of investment and fiduciary
• Responsible for structuring and negotiating complex loan and/or lease agreements according to guidelines established by senior bank and business unit management
• Analyzes and negotiates the terms of loans, such as special pricing conditions, interest rates, Swaps etc. according to guidelines set by the Credit Policy Committee. Oversees and negotiates the preparation of documentation necessary for the financing agreement
• Advices and consults with clients as it relates to Goals Driven Wealth Management
• Generates leads through well established relationships with COI’s and cultivates a network of additional COI’s
• As subject area expert, provides comprehensive, in-depth consulting and leadership to team and partners at a high technical level
• Carries out activities that are large in scope, cross-functional and technically difficult
• Role is balanced between high level operational execution and development and execution of strategic direction of business function activities
• Responsible for direct interaction with different committees and/or management.
• Strategic in developing, implementing and administering programs within functional areas
• Leads others to solve complex problems

Knowledge

• Advanced knowledge of the banking industry, competition and financing, usually acquired through formal education and experience is required. Knowledge of investments, trust and financial consulting concepts is necessary to identify cross selling opportunities
• Skills in negotiation, leadership and sales are necessary to develop the client and prospect relationships and a partner network
• Excellent oral and written communication skills are required
• Highly flexible and adaptable to change
• Interprets internal/external business challenges and recommends best practices to improve products, processes or services
• Communicates difficult concepts and negotiates with others to adopt a different point of view
• Requires specialized depth and/or breadth of expertise in own job discipline or field

Experience

• At least 5 years in financial analysis and client servicing experience, or commercial lending or leasing experience
• 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. Looking for greater? You found it.

Reasonable Accommodation

Northern Trust has always been committed to working with and providing adjustments to individuals with health conditions and disabilities.

Please email our HR Service Center at [e-mail], or alternatively you can discuss your individual requirements with the recruiter you are working with.

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.

Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities.

Terms and Conditions

Candidate Privacy Notice

California Applicant Privacy Notice

Pay Transparency

Nondiscrimination Provision (U.S)

Transparency in Coverage Disclosure – North America

EEO Statement (USA)

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.

EEO Statement (Canada)

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.

EEO Statement (EMEA)

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.

EEO Statement (UK/Other)

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.

Additional Notes

Applicants must authorize their legal right to work in the U.S. without visa sponsorship as stated above. For accommodations, contact HR Service Center. No employment‑based visa sponsorship is available.