Search jobs > Milwaukee, WI > Portfolio banker

Portfolio Banker

Northern Trust
Milwaukee, WI
Full-time

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.

PORTFOLIO BANKER

OH : R125279

Major Duties :

  • Manages complex banking, credit and treasury management client relationships and identifies opportunities for investment management and fiduciary services
  • Acts as key contact to client's senior management for evaluation and implementation of financing strategies and treasury management practices through creative ideas and problem solving
  • Communicates with client on emerging issues, bank products / services, and legal / regulatory changes translating the impact on our client's activities and banking services
  • Identifies opportunities and develops an on-going marketing strategy for specific clients.
  • Responds to inquiries from clients and ensures resolution of service or operations issues. Documents in eRM to maintain record of problem and resolution
  • Advises and consults with clients as it relates to Goals Driven Wealth Management
  • Applies in-depth knowledge of credit policy, banking products as well as risk management in providing the best solutions and developing new opportunities
  • Assists borrowers in managing risk, including interest rate risk thru the use special pricing conditions and interest rates Swaps
  • Carries out activities that are large in scope, cross-functional and technically difficult
  • Role is balanced between high level operational execution and development, and execution of strategic direction of business function activities
  • Responsible for direct interaction with different committees and / or management
  • Solves complex problems

The successful candidate will benefit from having the following competencies :

  • At least 3 years in financial analysis and client servicing experience, or commercial lending or leasing experience
  • In-depth knowledge of finance and relevant business segment specific issues are required to manage client relationships
  • Knowledge of applicable industry laws and regulations and completion of the lending program is required to evaluate credit risk
  • Strong interpersonal and consultative skills and ability to develop new business required
  • Excellent oral and written communication skills are required
  • Highly flexible and adaptable to change
  • Acts as a resource for colleagues with less experience
  • May lead small projects with manageable risks and resource requirements

Working with Us :

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 MyHRH redacted .

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.

1 day ago
Related jobs
Promoted
Northern Trust
Milwaukee, Wisconsin

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 b...

Promoted
JP Morgan Chase & Co.
Milwaukee, Wisconsin

A role as a Portfolio Banker is for you. As a Portfolio Banker in Middle Market Banking, you will be tasked with the development and maintenance of client relationships, risk management, and coordination with various sectors of the organization. The Portfolio Banker will have regular client calling ...

Northern Trust Corporation
Milwaukee, Wisconsin

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 b...

JPMorgan Chase & Co.
Milwaukee, Wisconsin

A role as a Portfolio Banker is for you. As a Portfolio Banker in Middle Market Banking, you will be tasked with the development and maintenance of client relationships, risk management, and coordination with various sectors of the organization. The Portfolio Banker will have regular client calling ...

Promoted
Leonardo DRS
Menomonee Falls, Wisconsin

Understand financial analysis principles and have financial analysis skills. Provide support of the Financial & Program Analysis management functions to the department. ...

Promoted
Associated Bank - Corp
Brookfield, Wisconsin

Monitor the expedient processing of loan applications through regular contact with loan processors and conduct regular pipeline management. As a Residential Loan Officer, you will:. Responsible for the origination of regulatory compliant residential loan applications and for developing client referr...

Promoted
Wintrust Financial
Saint Francis, Wisconsin

As the Branch Manager, you will be responsible for managing daily branch operations while actively developing existing and new customer relationships. We are looking for top talent to join Wisconsin’s Bank® as a Branch Manager! . The branch manager works with other lines of business t...

Promoted
Regal Rexnord Corp
Milwaukee, Wisconsin

Perform credit risk analysis of customer base. Reviews and interprets policies to determine credit availability. Maintain strong relationships with sales team and business unit regarding credit policy. Follow credit and collection policies and procedures. ...

Promoted
Regional Management Corp
Greenfield, Wisconsin

We love to train our Assistant Managers into future Branch Managers!. The core of an Assistant Manager is being customer oriented. Grow account volume through good judgment and effective customer solicitations in the branch and by telephone. Customer service minded with a personality that relates we...

Promoted
Old Republic Risk Management
Brookfield, Wisconsin

Old Republic Risk Management (ORRM) is currently seeking an Administrative Assistant to join its Office & Administrative Support Team at its company headquarters in Brookfield, WI. The Administrative Assistant is responsible for managing front-line communication and providing vital administrative su...