Associate Banking Advisor

About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world’s most successful individuals, families, corporations and institutions. Since 1889, we have aligned our efforts with our three guiding Principles That Endure: Service, Expertise, and Integrity. Together, they reflect the three cornerstones of business conduct which we strive to instill in our employees, whom we call partners, and to provide to our clients and the communities we serve worldwide. With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service. The Associate Banking Advisor will be responsible for coordinating the account administration for Banking clients; responds to client inquiries, produces reports and oversees transaction processing. Also responsible for assisting Relationship Managers in business development; creating client presentations and coordinating with the Account Managers and Operations servicing team. Key responsibilities include: 1. Assists the Portfolio Banking Advisors and Banking Relationship Advisors with client portfolios and internal administration of accounts; communicates regularly with clients, attends client meetings and presentations and assists Relationship Managers with business development plans and client presentations 2. As appropriate, manages a portfolio of clients and makes credit presentations at Group Credit Committee. 3. Coordinates with the Account Managers and Operations on deposit related transaction processing and to execute daily client transaction activity including account opening, exception clearing, overdrafts, fees, payments and borrowing; handles inquiry resolution; obtains appropriate documentation necessary for credit underwriting, monitoring and credit file maintenance; requests and ensures systems information is up-to-date; execution of client servicing events, communicating with clients and other internal and external partners 4. Oversees development of appropriate action plans for client servicing and coordinates with other team members across disciplines to ensure execution and follow-up 5. Documents services provided, specialized procedures and ongoing written communications with client as appropriate in managing daily activity 6. Develops clear understanding of clients need behind service requests and communicates to service partners. Obtains appropriate information from partners and client to facilitate service changes or transactions 7. Assists Relationship Managers with internal administration of accounts, business development and client presentations for Banking 8. Identifies service efficiency enhancements, process improvements and service delivery using creative and proactive measures 9. Communicates with clients regularly to inform them of account set-up or status, past due loans, document requests or other information 10. Develops and maintains working knowledge of loan agreements, financial statements and other documentation required to monitor client relationships 11. Is well versed in the compliance requirements for new accounts and relationships. Prepares compliance certificates, monitors loan document deficiencies and reviews compliance reports for adherence to policy and procedures 12. Reviews loan documents, submits loans requests for evaluation, may attend loan closings to help review documentation with clients, follows up on missing loan documentation 13. Develops and maintains a working knowledge of various business applications critical to relationship management including client on-line tools 14. Participates in inter-discipline training within the office/region. Acts as a technical resource or expert for other account managers on process or procedures for delivery of service 15. Coordinates commercial/custom approval process by submitting