About Northern Trust
Northern Trust is a globally recognized, award-winning financial institution that has earned its place on the Fortune 500 list. This prestigious company has been in continuous operation since its inception in 1889, providing innovative financial services and guidance to some of the world’s most successful individuals, families, and institutions.
With an enduring commitment to service, expertise, and integrity, Northern Trust has more than 130 years of financial experience and employs over 22,000 dedicated partners. Their leading technology and exceptional service have made them the trusted financial advisor to the world’s most sophisticated clients.[1]
The Role of an Associate Banking Advisor
An Associate Banking Advisor at Northern Trust plays a crucial role in providing high-quality service and operational support to commercial banking clients. As a primary point of contact for clients, these advisors respond professionally and promptly to inbound calls and emails related to account servicing, transactions, documentation requests, and loan activity.
Working closely with a small, collaborative team of Banking Relationship Managers, Portfolio Banking Advisors, and internal partners, they manage client relationships, service needs, and support credit and account administration activities. The role requires excellent client communication skills, strong knowledge of banking products and services, and a demonstrated experience in credit underwriting and analysis.
Key Responsibilities of an Associate Banking Advisor
As an Associate Banking Advisor, you would be expected to fulfill a range of responsibilities that contribute to the smooth operation of the institution and the satisfaction of its clients. These responsibilities include, but are not limited to:
- Providing prompt, professional responses to client inquiries and service requests.
- Supporting day-to-day management of client portfolios, including account administration and preparation for client meetings and presentations.
- Collaborating effectively with a team to ensure efficient and consistent client servicing.
- Coordinating daily client transaction activities, including account openings, fees, payments, and loan activity.
- Identifying opportunities to improve service efficiency and delivery models.
- Maintaining up-to-date knowledge of loan agreements, financial statements, and related documentation.
- Ensuring compliance with new account and relationship requirements.
Skills and Qualifications
Successful candidates for the Associate Banking Advisor position at Northern Trust are expected to have a minimum of 5+ years of experience in financial services, accounting, or a related field, and a strong background in client servicing. Formal credit training, including at least one year of hands-on credit analysis and underwriting experience, is also required.
Additional skills and qualifications include a strong knowledge of banking products and services, excellent client communication skills, and the ability to manage multiple service requests simultaneously. Moreover, the role requires strong analytical, organizational, and problem-solving skills, and the ability to collaborate effectively within a close-knit team while operating independently in a client-facing role.
Working with Northern Trust
As a partner at Northern Trust, you will be part of a flexible and collaborative work culture that encourages movement within the organization, provides access to senior leaders, and promotes pride in working for a company committed to assisting the communities it serves. If you’re passionate about building a career with a company that values inclusivity and flexibility, we encourage you to apply today.
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, kindly reach out to our HR Service Center at [email protected].
For more details, and to apply for the role of Associate Banking Advisor, click Here.
