Private Banker
- Employer
- Northern Trust
- Location
- Dallas, USA
- Salary
- Competitive
- Closing date
- Jun 22, 2023
View more
- Job Function
- Wealth Management
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
You need to sign in or create an account to save a job.
Responsible for developing new relationships for the Bank and broadening relationships of existing clients. Manages ongoing complex credit and deposit relationships for the largest/most complex individuals, corporations and partnerships. Develops and cultivates relationships with new and existing clients to enhance profitability of credit and deposit services for the Bank. Enhances quality of service to existing accounts and coordinates delivery of client service with other parts of the Bank.
Develops new relationships. Identifies prospects and develops the marketing strategy for specific clients.
Manages complex wealth management credit and treasury management client relationships and identifies opportunities external to banking, including investment and fiduciary
Responsible for structuring and negotiating complex loan 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 centers of influence and cultivates a network of additional centers of influence
As subject area expert, provides comprehensive, in-depth consulting and leadership to team and partners at a high technical level
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
Leads others to solve complex problems.
About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
https://www.northerntrust.com/content/dam/northerntrust/pws/nt/images/careers/ntawards.jpg
We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com .
We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
#LI-EE1
At least 5 years in financial analysis and client servicing experience, including private banking and/or commercial lending experience.
May lead functional teams or projects with moderate resource requirements, risk, and/or complexity.
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.
Interprets internal/external business challenges and recommends best practices to improve products, processes or services.
Communicates difficult concepts and negotiates with others to adopt a different point of view.
#LI-EE1
Additional Information
Develops new relationships. Identifies prospects and develops the marketing strategy for specific clients.
Manages complex wealth management credit and treasury management client relationships and identifies opportunities external to banking, including investment and fiduciary
Responsible for structuring and negotiating complex loan 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 centers of influence and cultivates a network of additional centers of influence
As subject area expert, provides comprehensive, in-depth consulting and leadership to team and partners at a high technical level
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
Leads others to solve complex problems.
About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service.
Working with Us:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
https://www.northerntrust.com/content/dam/northerntrust/pws/nt/images/careers/ntawards.jpg
We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com .
We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
#LI-EE1
At least 5 years in financial analysis and client servicing experience, including private banking and/or commercial lending experience.
May lead functional teams or projects with moderate resource requirements, risk, and/or complexity.
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.
Interprets internal/external business challenges and recommends best practices to improve products, processes or services.
Communicates difficult concepts and negotiates with others to adopt a different point of view.
#LI-EE1
Additional Information
You need to sign in or create an account to save a job.
Sign in to create job alerts
Sign in or create an account to start creating job alerts and receive personalised job recommendations straight to your inbox.
Create alert