Private Banker II

Old National Bank•Rochester, MN

2d•Onsite

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

Bachelor’s Degree and a minimum of 1 year related work experience or 4+ years’ related work experience.
Work experience with a financial institution focusing on client service and sales, preferably in the affluent/high net-worth segment, strongly desired.
Must demonstrate a high level of professionalism and financial/banking industry knowledge, superior client service, and the ability to interact with clients and associates at all levels.
NMLS registered or ability to obtain NMLS registration.

Nice To Haves

Financial Planning background or experience preferred, but not required.

Responsibilities

Responsible for the delivery of an exceptional client experience that provides personalized financial guidance and expertise to existing and prospective Private Banking clients.
Primary driver of sales for all Private Banking deposit and lending products.
Key connector to internal business partners that provide clients with access to specialized financial needs (Wealth/Mortgage/Commercial).
Demonstrated industry expert that can build and retain a relationship portfolio.
Conduct initial needs assessment for customer and engage appropriate ONB business partners according to identified needs.
Work collaboratively with an ONB Wealth Advisor to effectively manage and deepen client relationships within portfolio.
Provide a superior level of client service, conducting regular meetings and calls with clients to review pertinent financial information.
Engage product partners/specialist in client meetings and product delivery, and continuing to understand and provide solutions designed to meet the best interests of the client as their needs change and evolve.
Work with appropriate support team to monitor and execute all tasks required to fulfill customer’s service plan/objectives and meet day-to-day inquiries from the client.
Prospect and self-source new client opportunities through all available means including internal and external client referrals, networking, reviews of existing books and expanded relationship opportunities, calling efforts, client entertainment, participation in organizations or associations where high/ultra-high net worth customers can be identified, etc.
Actively identify and connect business opportunities to internal business units where appropriate including Wealth, Community, Mortgage, Treasury Management and Commercial Banking.
Maintain up-to-date advanced knowledge of Private Banking product offerings and processes, changing legislation, and current industry trends and practices and utilizing those as a part of the relationship management process.
Identify, focus and engage in a subject matter area of expertise that provides unique exposure to specific areas of industry.
Leverage this exposure to gain access and opportunity for new business development and creation of centers of influence.
Proactively screens and identifies prospects for Private Banking through self-sourcing and leveraging of customer information and converts those prospects into Private Banking customers.
Establishes a strong collaborative relationship with other business partners to generate internal referral opportunities and acquire and deepen customer relationships.
Acquire increased knowledge and experience in a specific industry (SME) and be “top of mind” in that industry, leverage external relationships and profile, and deliver an enhanced value-add to customers.