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Senior Banking Advisor

NT Careers

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Location
Ft. Myers, FL, United States of America · Bonita Springs, FL
Type
Full-time
Department
Finance
Seniority
Senior
Visa
Not sponsored
Source
Workday

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.



 

The Senior Banking Advisor applies banking and credit expertise to help clients navigate complex financial needs. The Senior Banking Advisor at Northern Trust works closely with high-net-worth individuals and families to deliver tailored banking, lending, and treasury solutions as part of a broader wealth strategy. The role builds strong client relationships, develops tailored financial solutions, and connects clients to a broader range of wealth management services.  

 

KEY RESPONSIBILITES 

  • Build and deepen client relationships - Develop trusted relationships that create opportunities to expand banking engagement and contribute to overall client growth.  
  • Advise clients on complex banking and credit needs - Serve as a trusted advisor, providing advice aligned to our goals-driven wealth management approach and helping clients navigate lending, liquidity, and treasury decisions with confidence. 
  • Structure and deliver customized credit solutions - Lead the design, negotiation, and execution of tailored lending and financing strategies from initial analysis through closing. Apply expertise in lending and liquidity while helping identify opportunities to address a client’s broader financial goals. 
  • Collaborate to deliver seamless client solutions - Work closely across teams to solve complex client needs and ensure a coordinated, high-quality client experience and contribute to both day-to-day delivery and the continued evolution of banking capabilities within the wealth platform. 

  

KNOWLEDGE/EXPERIENCE 

  • Deep banking and credit expertise with the ability to take a practical solutions-oriented approach and apply lending and liquidity strategies to meet client needs. 
  • Strong relationship management skills, with the ability to influence, negotiate, and build trust with clients and partners. 
  • Strong communication skills, with the ability to explain complex financial concepts in a clear and practical way. Collaborative, adaptable approach and the ability to operate effectively in a dynamic environment. 
  • Education/Experience: A College or University degree is required/preferred. Industry experience required. 

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 [email protected], or alternatively you can discuss your individual requirements with the recruiter you are working with.


Skills

Negotiation

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