Commercial Banking Specialist

Old National Bank•Troy, MI

3d•$17 - $30

About The Position

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. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.

Requirements

Associate’s degree in Administrative Services/Business or equivalent experience required.
Minimum three years of administrative and/or banking experience preferred; 1+ years of experience working with commercial processes.
Ability to communicate with clients and key decision makers effectively and independently.
Strong working knowledge of Microsoft Word and Excel.
Priority focus on providing excellent service to RMs, Clients and Bank Partners.
Effective written and verbal communication skills in working with RMs, Clients and Bank Partners.
Appropriate attention to detail and organizational skills.
Able to adapt and manage changing priorities and deadlines.

Nice To Haves

Progressive or multi-faceted support experience within Commercial, Wealth or Community verticals at a Bank (or other prior financial institution or related industry)
Depth and breadth in successful experience with providing high quality customer service by responding to telephone and email inquiries, other requests and resolving problems for both internal bank partners and/or external Commercial and/or Wealth or Community Bank clients
Excels and demonstrates effective time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service
Possesses thorough working knowledge of concepts, practices, policies and procedures of ONB banking products and services (or other prior financial institution or related industry)
Utilizes and relies on demonstrated knowledge and/or proficiency products, services, rates, terms, fees, applicable regulations and systems and procedures
Effectively ensures that each ONB client or internal partner has appropriate support focused on gaining customer longevity which is demonstrated by consistently going above and beyond to keep our clients at the center
Confidence and proven success in making decisions/resolving (complex or unique) situations as matters may be escalated
Aptitude or ability to assist in the training (and/or mentoring, coaching, or development) of new or existing team members within and outside of Client Services Commercial

Responsibilities

Support assigned Relationship Managers (RMs) in the Commercial and Business segments.
Provide administrative, loan, deposit and other relevant support to the RMs.
Provide primary support for the RM’s clients.
Understand the overall commercial workflow and processes and work effectively with relevant Bank Partners to resolve client issues and provide a high level of service.
Assist with Commercial Support and Administrative Needs, including calendar management, incoming calls from clients, and client mailings.
Serve as the point of contact for clients, putting the client at the center of all decisions and taking actions to create a high level of service.
Conduct research and organize outreach for business development activities.
Understand and comply with all applicable compliance rules and regulations.
Resolve client issues by seeking to identify what caused the issue and working collaboratively with the relevant Bank Partners.
Assist with Depository Process by gathering items needed to open commercial depository accounts and acting as a liaison with Treasury Management, Private Banking, and the Community Banking team.
Act as a point person in resolving client depository issues with Client Care and Treasury Management Services.
Assist with Loan Process by collaborating with RMs in contacting clients to gather items needed to prepare a complete application for submission.
Prepare loan requests utilizing required forms or the Commercial Online Application (CML) software and submit applications to the Loan Fulfillment team.
Review and manage open applications in CML for assigned RMs.
Collaborate with Underwriting teams and Loan Fulfillment to obtain any missing client information during the underwriting and pre-closing phase.
Coordinate loan closings and attend loan closings to perform Notary services.
Submit closed loan packet to Loan Fulfillment for funding and booking.
Assist with Portfolio and Credit Administration by utilizing the Power BI software to provide assigned RMs with pipeline, portfolio, production and credit information.
Track upcoming loan maturities and contact clients to request financial information as needed.
Assist in clearing past due financials, post-closing exceptions, and trailing documents.