Banking Advisor

Northern Trust

Banking Advisor responsible for developing new and existing client relationships at Northern Trust. Manages wealth management credit and treasury management, requiring advanced banking knowledge and client service experience.

Posted 7/3/2026full-timeLos Angeles • California • 🇺🇸 United StatesMid-LevelSenior💰 $131,675 - $223,905 per yearWebsite

About the role

Key responsibilities & impact

Responsible for developing new relationships and existing relationships
Identifies prospects and develops the marketing strategy for specific clients
Manages complex wealth management banking credit and treasury management client relationships and identifies opportunities external to banking in the areas of investment and fiduciary
Applies knowledge of credit policy, banking products as well as 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, such as special pricing conditions, interest rates, Swaps etc. according to guidelines set by the Credit Policy Committee
Oversees and negotiates the preparation of documentation necessary for the financing agreement
Advises and consults with clients as it relates to Goals Driven Wealth Management
Generates leads through well established relationships with COI’s and cultivates a network of additional COI’s
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
Strategic in developing, implementing and administering programs within functional areas
Solves complex problems

Requirements

What you’ll need

3 years in financial analysis and client servicing experience, or commercial lending or leasing experience
Advanced knowledge of the banking industry, competition and financing, usually acquired through formal education and experience is required
Knowledge of investments, trust and financial consulting concepts is necessary to identify cross selling opportunities
Skills in negotiation, leadership and sales are necessary to develop the client and prospect relationships and a partner network
Excellent oral and written communication skills are required
Highly flexible and adaptable to change
Requires in-depth conceptual and practical knowledge in own job discipline and basic knowledge of related job disciplines

Benefits

Comp & perks

Retirement benefits (401k and pension)
Health and welfare benefits (medical, dental, vision, spending accounts and disability)
Paid time off
Parental and caregiver leave
Life & accident insurance
Other voluntary and well-being benefits
Discretionary bonus program that may include an equity component

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Credit Policy KnowledgeLoan StructuringRisk ManagementInvestment KnowledgeFinancial Consulting

Soft Skills

LeadershipSales SkillsExcellent CommunicationAdaptabilityProblem Solving