- Develop new loan and deposit relationships and expand existing relationships
- Generate leads through well established relationships with centers of influence and continue to cultivate a network of additional professional advisors
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- Advanced knowledge of the banking industry, competition and financing, usually acquired through formal education and experience
- Knowledge of investment, trust and financial consulting concepts in order identify opportunities to expand relationships and better serve clients
- Strong credit acumen in order to advise high net worth clients with their complex credit needs
- Excellent organizational skills and loan portfolio management expertise
- Superior oral and written communication skills
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Banking & Credit Advisor - Fort Myers, United States - Northern Trust
Description
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.
The Banking & Credit Advisor with Northern Trust Wealth Management is responsible for the development and cultivation of credit and banking relationships with high net worth individuals, multi-generational families, corporations and not-for-profit entities. This includes broadening existing client relationships as well as generating new relationships for the firm. The Banking & Credit Advisor provides advice on efficient and effective lending and deposit solutions that are fully integrated with the client's broader financial plan. He/She is an expert in credit solutions and serves as a source of advice and knowledge to clients, prospects and Northern Trust team members. The Banking & Credit Advisor is a critical member of the Client Advisor team and excels in a collaborative environment.
Key Responsibilities:
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.
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
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.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.