Portfolio Banking Advisor
New York City, NY
Posted 3 days ago
Job Description
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 complex banking, credit and treasury management client relationships and identifies opportunities for investment management and fiduciary services
- Acts as key contact to client’s senior management for evaluation and implementation of financing strategies and treasury management practices through creative ideas and problem solving
- 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.
- Responds to inquiries from clients and ensures resolution of service or operations issues. Documents in eRM to maintain record of problem and resolution
- 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
- 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
- Solves complex problems
Knowledge :
- 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
Experience :
- At least 3 years in financial analysis and client servicing experience, or commercial lending or leasing experience
- Acts as a resource for colleagues with less experience
- May lead small projects with manageable risks and resource requirements
Salary Range:
$114,540 - 194,580 USDSalary 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 MyHRHelp@ntrs.com, or alternatively you can discuss your individual requirements with the recruiter you are working with.
As a global leader in innovative wealth management, asset servicing and investment solutions, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families and institutions by remaining true to our enduring principles of service, expertise and integrity.A globally recognized Fortune 500 Company in continuous operation since 1889, we’ve built a legacy of empowering clients to reach their goals with confidence.Since our roots as a trust bank, we’ve grown to a global presence with more than 24,000 employees in more than 20 countries and across five core business units:Wealth ManagementAsset ManagementAsset ServicingTechnologyCorporate FunctionsJoin a Team That’s Made for GreaterAt Northern Trust, we refer to our employees as partners – with good reason. We understand that relationships are the key to our success. Here you’ll join a diverse and inclusive team of innovators with the drive to challenge the way things have always been done. Instead of choosing between a dynamic career and work-life balance, enjoy working with a team that supports your goals in the office and at home. We’ll help you get where you want to go without sacrificing what matters most to you.As of December 31 2024, Northern Trust had: $16.8trillion assets under custody/administration $13.3trillion in assets under custody $1.6trillion in assets under management $156billion in banking assetsStay connected with us:NT Careers Facebook - https://www.facebook.com/ntcareers Northern Trust Instagram - https://www.instagram.com/northerntrustcompany/
Salaries
Posted range
$115K/yr – $195K/yr
Taken straight from the job posting.
