Private Banker

Old National Bank•Evansville, IN

6d•$62,300 - $122,400•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 1-3 years’ 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
Bachelor’s Degree Required
Customer Identification and Acquisition - Proactively screening (self-sourcing) and identifies prospects for Private Banking through self-sourcing and leveraging of customer information and converts those prospects into Private Banking customers.
Strong Internal Collaboration and Relationships - Establishes a strong collaborative relationship with other LOB partners to generate internal referral opportunities and acquire and deepen customer relationships.
Subject Matter Expertise - Acquire increased knowledge and experience in a particular industry (SME) in order to become “top of mind” in that industry, leverage external relationships and profile, and deliver an enhanced value add to customers.

Nice To Haves

Financial Planning background preferred, but not required

Responsibilities

Conduct initial needs assessment for customer and engage appropriate ONB business partners according to identified needs.
Working collaboratively with an ONB Wealth Advisor as a team, effectively manage and deepen client relationships within portfolio. This includes but is not limited to providing a superior level of client service, conducting regular meetings and calls with clients to review pertinent financial information, engaging 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 refer business opportunities to internal business units where appropriate including Wealth, Community, Mortgage, Treasury Management and Commercial Banking. Strong working knowledge of these lines of business is required in order to provide confident responses & direction to customers.
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.