Sr. Portfolio Banker

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

Benefits offered by this job

401(k) and pension

Health and welfare benefits

Discretionary bonus

Paid time off

Job summary

Northern Trust seeks a Sr. Portfolio Banker in San Diego, CA to manage the firm's most complex banking, credit and treasury relationships. You will identify investment and fiduciary opportunities, advise on Goals Driven Wealth Management, and translate regulatory changes into client guidance.

The role requires deep credit and risk knowledge and ability to lead cross-functional initiatives. The position emphasizes strategic client servicing, market-savvy advice, and collaboration with multiple

Qualifications

• Strong interpersonal and consultative skills are required.
• Excellent oral and written communication skills are required.
• Knowledge of credit policy, banking products and risk management is essential.

Responsibilities

• Manages the most complex banking, credit and treasury client relationships.
• Identifies opportunities for investment management and fiduciary services.
• Proactively communicates with clients about regulatory changes and product impacts.
• Develops marketing strategies for key clients and advises on Goals Driven Wealth Management.
• Leads cross-functional teams and programs to solve complex problems.

Skills

Interpersonal skills

Consultative selling

Communication skills

Credit risk knowledge

Financial analysis

Job description

## Sr. Portfolio BankerApply: San Diego, CA: Full time: Posted Today: R161954**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 :• Manages the most complex banking, credit and treasury management client relationships and identifies opportunities for investment management and fiduciary services• Proactively communicates with client on emerging issues, bank products/services, and legal/regulatory changes translating the impact on our client’s activities and banking services• Identifies opportunities and develops an on-going marketing strategy for specific clients• Proactively advises and consults with clients as it relates to Goals Driven Wealth Management• Applies in-depth knowledge of credit policy, banking products as well as risk management in providing the best solutions and developing new opportunities• Assists borrowers in managing risk, including interest rate risk thru the use special pricing conditions and interest rates Swaps• Carries out activities that are large in scope, cross-functional and technically difficult• 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• Uses sophisticated analytical thought to exercise judgement and identify innovative solutionsKnowledge :• In-depth knowledge of finance and relevant business segment specific issues are required to manage client relationships• Knowledge of applicable industry laws and regulations and completion of the lending program is required to evaluate credit risk• Strong interpersonal and consultative skills and ability to develop new business required. Excellent oral and written communication skills are required• Highly flexible and adaptable to change• Requires specialized depth and/or breadth of expertise in own job discipline or fieldExperience :• At least 7 years credit and relationship management experience as well as 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.* **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. **Reasonable Accommodation** Northern Trust is committed to working with and providing adjustments to individuals with health conditions and disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at [e-mail], or alternatively you can discuss your individual requirements with the recruiter you are working with.