Middle Office Specialist

Old National Bank•Evansville, IN

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

High School diploma or equivalent required
2–5 years of relevant experience, preferably within a bank, trust, or financial services environment
Strong computer skills required, including Microsoft Word and Excel

Nice To Haves

Associate’s degree preferred
Experience with Adobe Acrobat and Microsoft PowerPoint preferred

Responsibilities

Open and close Wealth Management accounts accurately and within established timeframes
Verify required documentation and ensure completeness for each account type prior to processing
Enter and validate account data within the trust accounting system and release accounts once complete
Route new account requests to appropriate review or approval committees as required
Ensure all assets are distributed, transactions are complete, and final statements are issued prior to account closure
Monitor and respond to support requests submitted by associates through the designated service system (e.g., Get Support)
Coordinate, track, and ensure timely and accurate resolution of service inquiries
Perform account file maintenance and updates as needed
Route requests to appropriate partners within Wealth Management when additional action is required
Process vault-related requests, including adding and removing assets from custody
Maintain accurate records and documentation related to vault transactions
Coordinate with internal partners to ensure proper handling and tracking of physical assets
Route complex or specialized requests to appropriate parties as needed
Partner closely with team members to provide backup coverage across all Middle Office functions
Identify process improvement opportunities and escalate issues when necessary
Contribute to a collaborative team environment focused on service excellence and continuous improvement