Banking Advisor at Northern Trust in San Francisco, California

Job Description:

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 :

• Responsible for developing new relationships and existing 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.


• Applies knowledge of credit policy, banking products as well as risk management in serving clients.


• Responsible for "cold calling" on prospects with the ability to self-source new relationships.


• 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.


• 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.


• Solves 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.


• Requires in-depth conceptual and practical knowledge in own job discipline and basic knowledge of related job disciplines.

• 3 - 5 years' experience in financial analysis and commercial credit required


• Business Development experience


• May lead small projects with manageable risks and resource requirements.

Salary Range : $130,000 - $180,000. Salary range is an estimate of base pay. Northern Trust provides a comprehensive benefits package, including retirement and pension plan contributions, health and welfare benefits, paid time off, parental and caregiver leave, life insurance, and other wellbeing benefits.

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 MyHRHelp@ntrs.com .

We 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.