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Portfolio Banking Advisor

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Personal Banking/Private Bankg
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71714 Requisition #
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Responsible for servicing and broadening relationships of existing clients in the areas of credit and deposit services. Manages complex credit and deposit relationships for individuals, corporations and partnerships. Develops and cultivates relationships with new and existing clients becoming a trusted advisor. Gains an intimate understanding of the client and client’s family enabling a consultative relationship to provide solutions and develop new banking, fiduciary and investment management opportunities.

 

1. Manages complex banking, credit and treasury management client relationships and identifies opportunities for investment management and fiduciary services.

2. 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.

3. Communicates with client on emerging issues, bank products/services, and legal/regulatory changes translating the impact on our client’s activities and banking services.

4. Identifies opportunities and develops an on-going marketing strategy for specific clients.

5. Responds to inquiries from clients and ensures resolution of service or operations issues. Document to maintain record of problem and resolution.

6. Advises and consults with clients as it relates to Life Driven Wealth Management.

7. Applies in-depth knowledge of credit policy, banking products as well as risk management in providing the best solutions and developing new opportunities. 8. Oversees the preparation and negotiation of documentation necessary for financing arrangements.

9. Assists borrowers in managing risk, including interest rate risk thru the use special pricing conditions and interest rates Swaps.

10. As subject area expert, provides comprehensive, in-depth consulting and leadership to team and partners at a high technical level

11. Carries out activities that are large in scope, cross-functional and technically difficult

12. Role is balanced between high level operational execution and development, and execution of strategic direction of business function activities 13. Conducts preliminary analysis

14. Responsible for direct interaction with different committees and/or management

15. Strategic in developing, implementing and administering programs within functional areas

5+ years in financial analysis and client servicing experience, private banking, commercial lending or leasing experience. 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.

 

For more than a century, Northern Trust has worked hard building our legacy of outstanding service, expertise and integrity. From a Chicago-based bank founded in 1889, we now have more than 20 international locations and 18,100 employees globally. We serve the world’s most-sophisticated clients – from sovereign wealth funds and the wealthiest individuals and families, to the most-successful hedge funds and corporate brands.

We burnished our reputation as a global leader delivering innovative investment management, asset and fund administration, fiduciary and banking solutions enabled by sophisticated, leading technology. And through it all, we continually laid a solid, forward-looking foundation on which future generations can continue growing and achieving greater.

As of June 30, 2018, Northern Trust Corporation had:

$135 billion in banking assets
$8.1 trillion in assets under custody
$10.7 trillion in assets under custody/administration
$1.1 trillion in assets under management

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Reasonable Accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If, because of a medical condition or disability, you need a reasonable accommodation for any part of the employment process, please email our HR Service Center or call 1-800-807-0302 (North America), +630-276-5353 (Asia Pacific), +44(0)207 982 4357 (Europe, Middle East and Africa) and let us know the nature of your request and your contact information.

Equal Employment Opportunity Statements
  • APAC EEO Statement
    • APAC EEO STATEMENT

      It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

  • Canada EEO Statement
    • Canada EEO STATEMENT

      Northern Trust is an Equal Opportunity Employer. Hiring and other employment decisions at Northern Trust are made without regard to race, colour, religion, sex, ancestry, national origin, ethnic origin, age, disability, citizenship, veteran status, sexual orientation, record of offences, marital status, family status, or any other characteristic protected by federal, provincial, or local law, regulation, or ordinance.

  • EMEA EEO Statement
    • EMEA EEO STATEMENT

      It is the policy and practice of Northern Trust to provide equal employment opportunities to all employees and applicants. Northern Trust does not discriminate on the basis of race, colour, religion or belief, nationality, ethnic or national origin, sex, marital status, sexual orientation, disability or age. All employment decisions will be made in a non-discriminatory manner in accordance with our obligations under the law and codes of practice. This includes human resources’ decisions relating to recruitment, terms and conditions of employment, transfers, promotions and access to learning and development.

  • USA EEO Statement
    • USA EEO STATEMENT

      It is the policy of The Northern Trust Company to afford equal opportunity in all phases of employment without regard to an individual's age, race, color, religion, creed, gender, national origin, citizenship status, marital status, pregnancy, sexual orientation, gender identity, gender expression, genetic tests and information, physical or mental disability, protected veteran status or any other legally protected status. EEO poster (U.S.)EEO is Law Poster Supplement