CAREERS

Wealth Management - Senior Banking Advisor – San Francisco Bay Area

📁
Personal Banking/Private Bankg
📅
85535 Requisition #

Wealth Management - Senior Banking Advisor – San Francisco Bay Area

As a senior member of the Northern Trust San Francisco Bay Area Practice, the Senior Banking Advisor develops new relationships, manages an existing portfolio, and broadens relationships with existing clients.

This individual will manage ongoing complex credit and deposit relationships for individuals, corporations and partnerships. Develops and cultivates relationships with new and existing clients to enhance profitability of credit and deposit services for the Bank.

 

Services a portfolio of existing relationships and acts as a key contact to senior client contacts for negotiating credit arrangements and improving cash flow. Enhances quality of service to existing accounts and coordinates delivery of client service with other parts of the Bank.

Major Duties

  • Responsible for developing new relationships and expanding existing
  • Identifies prospects and develops the marketing strategy for specific clients
  • Generates leads through well-established relationships with COI’s and cultivates a network of additional COI’s.
  • Changes strategies based on insight into overall banking climate and client specific characteristics
  • Manages complex wealth management banking; credit and treasury relationships
  • Identifies opportunities with clients to offer investment, fiduciary and trust solutions
  • Applies knowledge of credit policy, banking products, and 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, special pricing conditions, interest rates, Swaps etc. according to guidelines of the Credit Policy Committee
  • Oversees and negotiates the preparation of documentation necessary for the financing agreement
  • Advise and consult with clients across Life Driven Wealth Management
  • As a subject area expert, provide comprehensive, in-depth consulting and leadership to team and partners at a high technical level.

 

Senior Banking Advisor, Will be a “hands-on” leader with a strong technical credit background capable of developing new relationships and delivering complex credit, lending and treasury solutions for high net worth clients and attached business.  Banking Advisors are also technically capable of introducing our entire Wealth Platform; Investments and Trust.

  • Strong executive skill set ability to influence and forge relationships at all levels of the enterprise.
  • History of loan production over $15 Million Annually

The ideal candidate will have the following skills and experiences. Though each of the following items is not a requirement, an interesting combination of the following is a must:

  • 7 years or more of commercial lending, private banking experience or a combination of both.
  • Formal credit training by a national or large regional bank preferred.
  • Advanced knowledge of the banking industry, competition and financing, gained through formal education and experience.
  • Knowledge of investments, trust, and fiduciary concepts is preferred to identify cross-selling opportunities.
  • Skills in negotiation, leadership and sales are necessary to develop the client and prospect relationships and a partner network.
  • Must possess strong credit acumen to advise high net worth clients with their complex credit needs.
  • Strong organizational skills and portfolio management expertise.
  • Excellent oral and written communication skills.

Previous Job Searches

My Profile

Create and manage profiles for future opportunities.

Go to Profile

My Submissions

Track your opportunities.

My Submissions
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), 1800-425-0333 (India), +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/India EEO Statement
    • APAC/INDIA 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