Sr. Portfolio Banker

Northern Trust · San Diego, CA, United States of America

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Company
Northern Trust
Location
San Diego, CA, United States of America
Salary
$158,010 - 268,640 USD
Posted
October 1, 2026

About this job

Major Duties:• Manages the most complex banking, credit and treasury management client relationships and identifies opportunities for investment management and fiduciary services • Proactively 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 • Proactively 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…

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