Sr. Banking Advisor

Northern Trust; Phoenix (AZ); On-site; USD 80,000 - 120,000; Full time

Job summary

Northern Trust seeks a qualified candidate for a role focused on managing complex wealth management client relationships in Phoenix, Arizona. The position involves developing marketing strategies and negotiating loan agreements while providing expert consulting.

Candidates must have at least 5 years of relevant experience, particularly in financial analysis or commercial lending. Excellent communication skills and adaptability are essential for success in this dynamic role.

Qualifications

• At least 5 years in financial analysis and client servicing experience, or commercial lending or leasing experience.

Responsibilities

• Develops new relationships and marketing strategy for clients.
• Manages complex client relationships and identifies investment opportunities.
• Structures and negotiates loan agreements according to guidelines.
• Analyzes terms of loans and oversees necessary documentation.
• Generates leads and cultivates a network of additional relationships.
• Leads in solving complex problems across functions.

Skills

Sales skills

Negotiation

Leadership

Excellent oral and written communication

Adaptability

Job description

Overview

About Northern Trust – Northern Trust is a global provider of wealth management, asset servicing, asset management and banking services. Since 1889, the company has guided clients with a focus on Service, Expertise, and Integrity.

Responsibilities

• 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.
• Structures and negotiates 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.
• Advises and consults with clients as it relates to Goals Driven Wealth Management.
• Generates leads through well established relationships with COIs and cultivates a network of additional COIs.
• As a 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. 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 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.

Working with Us

As a Northern Trust partner, you will be part of a flexible and collaborative work culture with a 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 serving communities.

Reasonable Accommodation

Northern Trust is committed to providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email the HR Service Center or discuss your requirements with the recruiter you are working with.