Sr. Banking Advisor

Northern Trust Corp; San Francisco (CA); On-site; USD 158,010 - 268,640; Full time

Benefits offered by this job

401k and pension

Medical, dental, and vision benefits

Paid time off and leave

Discretionary bonus program

Job summary

A leading financial institution in San Francisco is seeking a Sr. Banking Advisor to develop and manage client relationships, negotiate complex agreements, and provide expert financial consulting. The ideal candidate should have over 5 years of relevant experience and skills in negotiation and leadership. This role offers a comprehensive benefits package, including retirement benefits and health coverage, as well as a competitive salary range from $158,010 to $268,640.

Qualifications

• At least 5 years in financial analysis, client servicing, or commercial lending.
• Knowledge of investments and fiduciary concepts.
• Ability to lead functional teams or projects.

Responsibilities

• Develop new client relationships and manage existing ones.
• Negotiate complex loan agreements and oversee documentation.
• Provide comprehensive consulting and leadership to teams.

Skills

Negotiation skills

Leadership skills

Sales skills

Excellent oral and written communication

Adaptability to change

Education

Advanced knowledge of banking and financial consulting

Job description

Sr. Banking Advisor page is loaded## Sr. Banking Advisorlocations: San Francisco, CAtime type: Full timeposted on: Posted Yesterdayjob requisition id: R148280**About Northern Trust:**Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 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 • Advises 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 complexitySalary Range:$158,010 - 268,640 USD*Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.***Working with Us:**As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater **Reasonable accommodation**Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [e-mail] hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.Apply today and talk to us about your flexible working requirements and together we can achieve greater.