Associate Banking Advisor
$114,540–$194,580 year
On-site · Los Angeles, California, United States
Job Summary
Associate Banking Advisor role at Northern Trust focusing on assisting Portfolio Banking Advisors and Banking Relationship Advisors with client portfolios, meetings, and presentations; managing a client portfolio and contributing to credit underwriting discussions; processing deposits, client servicing activities, loan documentation, and compliance; coordinating with account managers and service partners; identifying process improvements and delivering service enhancements; maintaining knowledge of loan agreements, financial statements, and banking applications; communicating regularly with clients about account setup, status, and documentation; and acting as a resource for junior staff and other team members to ensure timely service delivery.
Required Qualifications
- Knowledge of banking products and services is required
- Credit underwriting experience is required (minimum one year in credit analysis/underwriting)
- Experience: 5+ years’ experience in financial servicing/accounting with client servicing background
- Formal credit training is required
- Strong analytical, problem solving, and organizational skills
- Ability to communicate with clients and internal/external partners
- Understanding of loan agreements and financial statements
- Familiarity with compliance requirements for new accounts and relationships
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