Banking Advisor
Brockton Visiting Nurse Association, Boston, MA, United States
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. It provides innovative financial services and guidance to the world’s most successful individuals, families, and institutions, remaining true to principles of service, expertise, and integrity. With more than 130 years of experience and over 22,000 partners, we serve sophisticated clients using leading technology and exceptional service.
What You’ll Do
Develop new client relationships and broaden existing relationships by identifying prospects and creating targeted marketing strategies for specific clients.
Manage complex wealth management banking relationships, including credit and treasury management, while identifying opportunities outside of traditional banking in investment and fiduciary services.
Apply deep knowledge of credit policy, banking products, and risk‑management principles when advising and servicing clients.
Proactively self‑source new relationships, including cold calling on prospects.
Structure and negotiate complex loan and/or lease agreements in accordance with guidelines established by senior bank and business unit management.
Analyze and negotiate loan terms, including pricing, interest rates, and swaps, in line with Credit Policy Committee guidelines, and oversee preparation of financing documentation.
Advise and consult with clients on Goals Driven Wealth Management.
Generate new business leads through established relationships with Centers of Influence (COIs) and cultivate an expanded COI network.
Execute activities that are large in scope, cross‑functional, and technically complex.
Balance high‑level operational execution with the development and implementation of strategic business initiatives.
Interact directly with internal committees and senior management as required.
Develop, implement, and administer programs within functional areas.
Solve complex client, credit, and operational problems using sound judgment.
What Will Make You Successful in the Role
Advanced knowledge of the banking industry, competitive landscape, and financing solutions.
Working knowledge of investments, trust, and financial consulting concepts to identify cross‑selling opportunities.
Strong negotiation, leadership, and sales skills to develop client relationships and partner networks.
Excellent written and verbal communication skills.
High degree of flexibility and adaptability to change.
In‑depth conceptual and practical knowledge of the banking discipline, with foundational knowledge of related job disciplines.
Typically 3 years of experience in financial analysis and client servicing, commercial lending, or leasing.
Ability to act as a resource for colleagues with less experience and to lead small projects with manageable risks and resource requirements.
Salary Range $114,500 - 194,700 USD
Benefits
Retirement benefits (401(k) and pension).
Health and welfare benefits (medical, dental, vision, spending accounts, and disability).
Paid time off, parental and caregiver leave.
Life & accident insurance and voluntary well‑being benefits.
Discretionary bonus program that may include an equity component.
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 .
#J-18808-Ljbffr
What You’ll Do
Develop new client relationships and broaden existing relationships by identifying prospects and creating targeted marketing strategies for specific clients.
Manage complex wealth management banking relationships, including credit and treasury management, while identifying opportunities outside of traditional banking in investment and fiduciary services.
Apply deep knowledge of credit policy, banking products, and risk‑management principles when advising and servicing clients.
Proactively self‑source new relationships, including cold calling on prospects.
Structure and negotiate complex loan and/or lease agreements in accordance with guidelines established by senior bank and business unit management.
Analyze and negotiate loan terms, including pricing, interest rates, and swaps, in line with Credit Policy Committee guidelines, and oversee preparation of financing documentation.
Advise and consult with clients on Goals Driven Wealth Management.
Generate new business leads through established relationships with Centers of Influence (COIs) and cultivate an expanded COI network.
Execute activities that are large in scope, cross‑functional, and technically complex.
Balance high‑level operational execution with the development and implementation of strategic business initiatives.
Interact directly with internal committees and senior management as required.
Develop, implement, and administer programs within functional areas.
Solve complex client, credit, and operational problems using sound judgment.
What Will Make You Successful in the Role
Advanced knowledge of the banking industry, competitive landscape, and financing solutions.
Working knowledge of investments, trust, and financial consulting concepts to identify cross‑selling opportunities.
Strong negotiation, leadership, and sales skills to develop client relationships and partner networks.
Excellent written and verbal communication skills.
High degree of flexibility and adaptability to change.
In‑depth conceptual and practical knowledge of the banking discipline, with foundational knowledge of related job disciplines.
Typically 3 years of experience in financial analysis and client servicing, commercial lending, or leasing.
Ability to act as a resource for colleagues with less experience and to lead small projects with manageable risks and resource requirements.
Salary Range $114,500 - 194,700 USD
Benefits
Retirement benefits (401(k) and pension).
Health and welfare benefits (medical, dental, vision, spending accounts, and disability).
Paid time off, parental and caregiver leave.
Life & accident insurance and voluntary well‑being benefits.
Discretionary bonus program that may include an equity component.
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 .
#J-18808-Ljbffr