Full-Time

Associate Banking Advisor

Confirmed live in the last 24 hours

Northern Trust

Northern Trust

10,001+ employees

No salary listed

Junior, Mid

Tucson, AZ, USA

This is an office-based position and requires onsite work.

Category
Commercial Banking
Financial Planning and Analysis (FP&A)
Finance & Banking
Requirements
  • Several years of experience, or equivalent, in financial servicing/accounting fields with client servicing background.
  • Formal credit training is required with a minimum of one year experience performing credit analysis and underwriting. This experience can be obtained through working at another financial institution.
  • Knowledge of banking products and services is required.
  • Excellent communication and presentation skills.
  • Analytical, problem solving, and organizational skills are required.
Responsibilities
  • Assists Bankers with client portfolios and internal administration of accounts; communicates regularly with clients and attends client meetings. Also assists Bankers with business development plans and client presentations.
  • As appropriate, may manage a small portfolio of clients and makes presentations at Group and Senior Credit Committee meetings.
  • Coordinates and reviews loan documents for new and renewal fundings, submits loans documentation for evaluation and booking, follows up on missing loan documentation to ensure receipt and complete submission. Proactively engages in the renewal process by reviewing reports of maturing credits and coordinates the receipt and submission of required information from client for renewal process.
  • Coordinates commercial/custom approval process by submitting requests for underwriting and loan documentation. Assists Bankers to coordinate the preparation of loan documentation with internal and outside counsel.
  • Develops and maintains working knowledge of loan agreements, financial statements, compliance certificates and other documentation required to monitor client relationships. Coordinates with National Credit Center, with oversite by the Relationship Managers, the preparation of Credit Memos.
  • Coordinates with Account Managers, Treasury Management Consultants and Operations team on transactions including payments and borrowing; handles inquiry resolution; obtains appropriate documentation necessary for credit underwriting, monitoring and credit file maintenance; requests and ensures systems information is up to date; execution of client servicing events, communicating with clients and other internal and external partners.
  • Oversees development of appropriate action plans for client servicing and coordinates with other team members across the Trust and Investment disciplines to ensure execution and follow-up.
  • Develops clear understanding of client needs behind service requests and communicates to service partners. Obtains appropriate information from partners and client to facilitate service changes or transactions.
  • Assists Bankers with internal administration of accounts (including internal Loan Review process) business development and client presentations for clients.
  • Assists Banking teams and Leadership with special projects as assigned.
  • Identifies service efficiency enhancements, process improvements and service delivery using creative and proactive measures.
  • Is well versed in the compliance requirements for new accounts and relationships. Monitors loan document deficiencies and reviews compliance reports for adherence to policy and procedures.
  • Develops and maintains a working knowledge of various business applications critical to relationship management including client on-line tools.
  • Will have direct interaction with committees and Senior Leadership.

Company Size

10,001+

Company Stage

IPO

Headquarters

Menlo Park, California

Founded

1889

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Simplify's Take

What believers are saying

  • Increased demand for ESG solutions boosts Northern Trust's asset servicing business.
  • Rise of digital assets presents expansion opportunities for Northern Trust's custody services.
  • Outsourcing trend in finance increases demand for Northern Trust's third-party services.

What critics are saying

  • Competition in asset servicing may pressure Northern Trust's market share.
  • Rapid digital banking adoption by competitors could outpace Northern Trust's advancements.
  • Geopolitical tensions may disrupt Northern Trust's operations in Asia.

What makes Northern Trust unique

  • Northern Trust collaborates with TCS to enhance its securities services offering.
  • Northern Trust secures asset servicing mandates from Generation Life and Brickwood Asset Management.
  • Northern Trust partners with Foundation Source for modern private foundation management services.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k) Retirement Plan

401(k) Company Match

Paid Vacation

Paid Sick Leave

Paid Holidays

Parental Leave

Hybrid Work Options

Flexible Work Hours

Mental Health Support

Wellness Program

Company News

ChannelDrive
Mar 8th, 2025
Northern Trust Picks TCS to Transform its Securities Services Offering

Tata consultancy services (TCS), a global enabler in IT services, consulting, and business solutions, has signed an expanded deal with Northern Trust, a global financial institution, to centralize and standardize its custody operations across 99 direct and global markets.

Funds Global Asia
Mar 4th, 2025
Northern Trust secures asset servicing mandate from Generation Life

Under the new mandate, Northern Trust will deliver global custody and valuation reporting services for AU$1.5 billion in Generation Life's portfolio assets, which include domestic and international equities, bonds, foreign exchanges, etc.

Defense World
Mar 4th, 2025
StockNews.com Begins Coverage on International Tower Hill Mines (NYSE:THM)

Northern Trust Corp purchased a new stake in shares of International Tower Hill Mines in the fourth quarter worth about $46,000.

Florida Trend
Mar 4th, 2025
Florida Trend Magazine

Lynch succeeds Paul Williams, who retired after 41 years with Northern Trust.

Asset Servicing Times
Mar 3rd, 2025
Brickwood Asset Management selects Northern Trust for asset servicing solutions

Northern Trust has been selected by UK asset management boutique Brickwood Asset Management to provide asset servicing solutions.