Wealth Banking Advisor: Credit & Treasury Solutions

001 The Northern Trust Company; Miami (FL); On-site; USD 90,000 - 120,000; Full time

Job summary

Northern Trust is seeking a Banking Advisor in the United States to cultivate new client relationships and expand services for individuals, corporations, and partnerships. You will manage complex credit, deposit, and treasury relationships and structure financing solutions aligned with clients’ goals.

The role emphasizes advisory excellence, cross-selling opportunities in investments and fiduciary services, and coordination across the bank to deliver a seamless client experience.

Qualifications

• Advanced knowledge of the banking industry, competitive landscape, and financing.
• Knowledge of investments, trust, and financial consulting concepts to identify cross-selling opportunities.
• Strong negotiation, leadership, and sales skills to develop client and prospect relationships.

Responsibilities

• Develop new client relationships by identifying prospects and executing targeted marketing strategies.
• Manage complex wealth management banking, credit, deposit, and treasury relationships for individuals and businesses.
• Coordinate client service delivery across bank areas to provide an integrated experience.
• Advise clients on goals-driven wealth management and negotiate loan terms when appropriate.

Skills

Banking industry knowledge

Investments and fiduciary concepts

Negotiation and sales skills

Leadership and client relationship

Oral and written communication

Job description

Northern Trust is seeking a Banking Advisor in the United States to cultivate new client relationships and expand services for individuals, corporations, and partnerships. You will manage complex credit, deposit, and treasury relationships and structure financing solutions aligned with clients’ goals.

The role emphasizes advisory excellence, cross-selling opportunities in investments and fiduciary services, and coordination across the bank to deliver a seamless client experience.