Associate Banking Advisor

Responsibilities

• Proactively develops new client relationships and identifies prospects, creating tailored marketing strategies for targeted outreach.
• Manages sophisticated credit, deposit, and treasury management relationships for high-net-worth accounts, family offices, closely held businesses and non-profit organizations.
• Identifies and facilitates opportunities across investment, fiduciary, and wealth management solutions beyond banking services.
• Structures and negotiates complex loan and lease agreements in alignment with bank policies and risk frameworks.
• Analyzes and negotiates key loan terms, including pricing conditions, interest rates, and interest rate swaps, ensuring compliance with Credit Policy Committee guidelines.
• Oversees the preparation and execution of loan documentation and ensures accuracy and completeness of financing agreements.
• Acts as a trusted advisor to clients on goals-based wealth management strategies.
• Responsible for "cold calling" on prospects with the ability to self-source new relationships
• Develops and maintains a strong network of Centers of Influence (COIs), leveraging relationships to generate new business opportunities.
• Serves as a subject matter expert, providing in-depth consultation and leadership to colleagues and internal partners.
• Leads strategic initiatives and cross-functional projects that are broad in scope and technically complex.
• Interfaces with senior leadership, committees, and other internal stakeholders to provide insight and drive strategic initiatives.
• Balances day-to-day operational execution with long-term business development and strategic planning responsibilities.
• Mentors junior team members and contributes to the development of best practices within the banking team.
• Required Knowledge, Skills & Abilities
• Advanced understanding of the banking industry, competitive landscape, and credit/lending practices.
• Familiarity with investment, trust, and financial planning concepts to support comprehensive client solutions.
• Strong negotiation, leadership, and relationship management skills.
• Excellent oral and written communication abilities.
• High adaptability and flexibility in a fast-paced, evolving environment.
• Ability to interpret internal and external business challenges and recommend solutions that enhance product and service offerings.
• Capable of influencing stakeholders and communicating complex concepts effectively.
• Demonstrated expertise in a specialized banking or financial discipline.
• Experience & Education
• Minimum of 5 years of experience in financial analysis, client servicing, commercial lending, or leasing.
• Bachelor's degree in Finance, Business, Economics, or a related field required; advanced degree or professional certifications (e.g., CFA, CFP) preferred.
• Work Authorization
• Working with Us
• 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

Benefits

Additional Information

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.

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at ntrs? Share your experience