Find Jobs
Find Jobs Near You – Available Work in Your Location
Skip to job details
NT
Northern Trust
Portfolio Banking Advisor
Career Insights for Financial Relationship Manager
See where this job fits in the broader career landscape. Knowing your career path helps you see what's possible from here.
Scorecard
Based on New York data
Review key factors to help you decide if this role fits your goals. How is this calculated?
What they do
A Financial Relationship Manager maintains existing and develops new relationships with partner firms and customers for a financial services company. Acts as point of contact for clients to answer any questions on financial services and provide advice.
$157,077 / year median in New York
-3% projected decline
Job Description
Portfolio Banking Advisor at Northern Trust Portfolio Banking Advisor at Northern Trust in New York, New York Posted in about 22 hours ago.
Type:
Full-Time 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 guidingPrinciples 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