Banking Advisor
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-07-03
Listing for:
Dormont Manufacturing Co
Full Time
position Listed on 2026-07-03
Job specializations:
-
Finance & Banking
Financial Sales, Loan Officer / Lending, Banking & Finance, Credit Analyst
Job Description & How to Apply Below
What You’ll Do
- Develop new client relationships and broaden existing relationships by identifying prospects and creating targeted marketing strategies for specific clients.
- Manage complex wealth management banking relationships, including credit and treasury management, while identifying opportunities outside of traditional banking in investment and fiduciary services.
- Apply deep knowledge of credit policy, banking products, and risk management principles when advising and servicing clients.
- Proactively self‑source new relationships, including cold calling on prospects.
- Structure and negotiate complex loan and/or lease agreements in accordance with guidelines established by senior bank and business unit management.
- Analyze and negotiate loan terms, including pricing, interest rates, and swaps, in line with Credit Policy Committee guidelines, and oversee preparation of financing documentation.
- Advise and consult with clients on Goals Driven Wealth Management.
- Generate new business leads through established relationships with Centers of Influence (COIs) and cultivate an expanded COI network.
- Execute activities that are large in scope, cross‑functional, and technically complex.
- Balance high‑level operational execution with the development and implementation of strategic business initiatives.
- Interact directly with internal committees and senior management as required.
- Develop, implement, and administer programs within functional areas.
- Solve complex client, credit, and operational problems using sound judgment.
- Advanced knowledge of the banking industry, competitive landscape, and financing solutions, typically acquired through formal education and professional experience.
- Working knowledge of investments, trust, and financial consulting concepts to identify cross‑selling opportunities.
- Strong negotiation, leadership, and sales skills to develop client relationships and partner networks.
- Excellent written and verbal communication skills.
- High degree of flexibility and adaptability to change.
- In‑depth conceptual and practical knowledge of the banking discipline, with foundational knowledge of related job disciplines.
- Typically 3 years of experience in financial analysis and client servicing, commercial lending, or leasing.
- Ability to act as a resource for colleagues with less experience and to lead small projects with manageable risks and resource requirements.
$114, USD
Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well‑being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component.
Reasonableaccommodation
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
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