Overview
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional bank focused on serving clients and communities with a commitment to social responsibility and investing in communities through volunteering and charitable giving. We offer competitive compensation and a benefits package including medical, dental, vision insurance, 401K, continuing education opportunities and an employee assistance program. We also offer a variety of Impact Network Groups led by team members who drive engagement and inclusion.
Responsibilities The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions. Responsibilities include retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and service with community organizations.
Salary Range Salary Range:
The salary range for this position is $17.00/hr. - $27.50/hr. The base salary reflects the range applicable to all levels of the role across the United States. Actual offers may vary based on responsibilities, candidate skills and experience, and geographic location.
Key Accountabilities
Develop and grow client and prospective client relationships
– Consults with clients/prospective clients to uncover needs, educate, and advise on product and service alternatives that align with financial objectives. Cross-sell products and services and refer to business product partners to meet client needs. Maintain contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.).
Achieve Sales and Service Targets
– Market a full range of consumer and small business banking services through proactive methods; maintain knowledge of products and services to fulfill client needs; seek coaching to develop service and sales skills and share best practices.
Operations Oversight
– Resolve moderate to complex client service problems using resources from internal departments; educate clients on digital solutions; execute all transactions in compliance with policies and regulatory requirements; follow fraud prevention procedures.
Key Competencies
Culture Leadership
– Communication and collaboration to understand client needs and achieve goals.
Execution Leadership
– Drive to achieve goals, solve problems, and collaborate to achieve results.
Client Leadership
– Put client at the forefront and use client insights to guide actions.
Key Measures of Success / Deliverables
Execute strategies to improve client retention, cross-sell products, proactive outreach, and resolve servicing issues.
Contribute to financial success by achieving targets for loan production, new accounts, referrals, and digital banking enrollment.
Acquire new Community Bank relationships through referrals and outreach.
Position Levels Two levels of Relationship Banker, based on banking experience and training. Licensing or registrations must be maintained. Positions may be based at a specific banking center or support multiple centers in a defined market.
Relationship Banker
Handles transactions and servicing needs after training completion.
Aims to achieve account opening, partner referrals, lending and credit card goals, and complete client financial profiles.
Qualifications and Education Requirements
High School diploma or GED equivalent
Minimum one year of relationship-based client consultation and/or consultative sales experience (banking industry a plus)
Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered
Relationship Banker II
Experienced bankers who have completed the Relationship Banker requirements, including training and development; may have prior banking experience with NMLS.
Demonstrates consultative sales skills and strong service levels to build client relationships.
Meets or exceeds account opening, lending, and referral goals; may manage a client portfolio.
Participates in community service and completes Relationship Banker Development Program.
Qualifications and Education Requirements
High School diploma or GED equivalent
Minimum one year of relationship-based client consultation and/or sales experience
Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending
Currently registered with the National Mortgage Licensing System and Registry (NMLS) or eligible to re-register
Equal Opportunity Old National is an equal opportunity employer
focused on fostering an inclusive workplace and hiring a diverse workforce. All qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, protected veteran status, disability, sexual orientation, gender identity, or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters unless we have a signed agreement to fill a specific position.
Our culture is rooted in our core values: We are Optimistic, Collaborative, Inclusive, Agile, and Ethical. We are Old National Bank. Join our team!
#J-18808-Ljbffr
Responsibilities The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions. Responsibilities include retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and service with community organizations.
Salary Range Salary Range:
The salary range for this position is $17.00/hr. - $27.50/hr. The base salary reflects the range applicable to all levels of the role across the United States. Actual offers may vary based on responsibilities, candidate skills and experience, and geographic location.
Key Accountabilities
Develop and grow client and prospective client relationships
– Consults with clients/prospective clients to uncover needs, educate, and advise on product and service alternatives that align with financial objectives. Cross-sell products and services and refer to business product partners to meet client needs. Maintain contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.).
Achieve Sales and Service Targets
– Market a full range of consumer and small business banking services through proactive methods; maintain knowledge of products and services to fulfill client needs; seek coaching to develop service and sales skills and share best practices.
Operations Oversight
– Resolve moderate to complex client service problems using resources from internal departments; educate clients on digital solutions; execute all transactions in compliance with policies and regulatory requirements; follow fraud prevention procedures.
Key Competencies
Culture Leadership
– Communication and collaboration to understand client needs and achieve goals.
Execution Leadership
– Drive to achieve goals, solve problems, and collaborate to achieve results.
Client Leadership
– Put client at the forefront and use client insights to guide actions.
Key Measures of Success / Deliverables
Execute strategies to improve client retention, cross-sell products, proactive outreach, and resolve servicing issues.
Contribute to financial success by achieving targets for loan production, new accounts, referrals, and digital banking enrollment.
Acquire new Community Bank relationships through referrals and outreach.
Position Levels Two levels of Relationship Banker, based on banking experience and training. Licensing or registrations must be maintained. Positions may be based at a specific banking center or support multiple centers in a defined market.
Relationship Banker
Handles transactions and servicing needs after training completion.
Aims to achieve account opening, partner referrals, lending and credit card goals, and complete client financial profiles.
Qualifications and Education Requirements
High School diploma or GED equivalent
Minimum one year of relationship-based client consultation and/or consultative sales experience (banking industry a plus)
Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered
Relationship Banker II
Experienced bankers who have completed the Relationship Banker requirements, including training and development; may have prior banking experience with NMLS.
Demonstrates consultative sales skills and strong service levels to build client relationships.
Meets or exceeds account opening, lending, and referral goals; may manage a client portfolio.
Participates in community service and completes Relationship Banker Development Program.
Qualifications and Education Requirements
High School diploma or GED equivalent
Minimum one year of relationship-based client consultation and/or sales experience
Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending
Currently registered with the National Mortgage Licensing System and Registry (NMLS) or eligible to re-register
Equal Opportunity Old National is an equal opportunity employer
focused on fostering an inclusive workplace and hiring a diverse workforce. All qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, protected veteran status, disability, sexual orientation, gender identity, or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters unless we have a signed agreement to fill a specific position.
Our culture is rooted in our core values: We are Optimistic, Collaborative, Inclusive, Agile, and Ethical. We are Old National Bank. Join our team!
#J-18808-Ljbffr