Relationship Banker

Overview

Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.

• Develop and grow client and prospective client relationships by providing insight, advice, and personalized financial solutions.
• Retain and deepen existing client relationships through cross‑selling, establishing new banking relationships, referring clients to product partners (Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing.
• Actively participate in community outreach and service with community organizations.

• Develop and grow client and prospective client relationships
  • Consult with clients to uncover needs, educate, and advise on product and service alternatives that align with the client’s financial objectives.
  • Cross‑sell products and services and refer to business product partners to ensure client needs are met.
  • Maintain contact with client base through periodic proactive touch points (on‑boarding, service follow‑up, etc.).
• Achieve Sales and Service Targets
  • Market full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, and in‑house events.
  • Maintain well‑developed knowledge of all products and services and effectively apply that knowledge to understand and fulfill client needs.
  • Proactively seek coaching to develop service and sales skills and share knowledge and best practices with the team.
• Operations Oversight
  • Proactively resolve moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments.
  • Maintain and demonstrate in‑depth knowledge of the different banking channels and educate clients on emerging technology and digital solutions (mobile, online, ATM).
  • Execute all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements.
  • Follow all fraud prevention procedures and attend training to stay up‑to‑date on evolving fraud tactics.

• Culture Leadership
  • Communication: applies active listening skills and skillful use of questions to understand the client’s situation, needs, and desired outcome(s).
  • Collaboration:
    
    seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives.
• Execution Leadership
  • Drive and Execution: committed to achieving established goals, overcoming obstacles, and continuously learning.
  • Problem Resolution/Decision‑Making: identifies causes of issues, incorporates input from multiple sources, and makes sound decisions based on analysis, wisdom, experience, and judgement.
• Client Leadership
  • Places the client at the forefront of everything they do and uses client insight to shape behaviors and actions.

• Improve client retention through cross‑selling, proactive outreach, effective resolution of servicing issues, and monitoring client feedback.
• Contribute to the banking center’s financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment.
• Acquire new Community Bank relationships through cultivating a strong referral network and outreach efforts.

• High School diploma or GED Equivalent.
• Minimum one year 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…