Associate Banking Advisor

Responsibilities

• Assist Portfolio Banking Advisors and Relationship Advisors with client portfolios and internal account administration.
• Manage a portfolio of clients and prepare credit presentations for the Group Credit Committee.
• Coordinate with Account Managers and CSST on deposit-related transactions, including account opening, payments, and borrowing.
• Obtain and maintain necessary documentation for credit underwriting, monitoring, and file maintenance.
• Develop action plans for client servicing and coordinate with cross-disciplinary team members to ensure execution.
• Identify service efficiency enhancements and process improvements to optimize service delivery.
• Monitor loan document deficiencies, prepare compliance certificates, and review reports for adherence to policy.
• Coordinate the commercial/custom approval process and proactively manage the credit renewal process.

Requirements

• 5+ years of experience in financial servicing or accounting fields with a client servicing background.
• Formal credit training is required.
• Minimum of 1 year of experience performing credit analysis and underwriting.
• Strong knowledge of banking products and services.
• Excellent analytical, problem-solving, and organizational skills.

About the Company

Northern Trust is a Fortune 500 company and a globally recognized, award-winning financial institution. Since 1889, we have provided innovative financial services and guidance to the world’s most successful individuals, families, and institutions, guided by our enduring principles of service, expertise, and integrity.