Relationship Banker

Old National Bank•Mount Horeb, WI

13d

About The Position

The Relationship Banker builds and strengthens client relationships by delivering personalized financial advice and solutions. The role focuses on understanding client needs, providing guidance, and connecting clients with Old National Bank products and services to support their financial goals. It creates a positive client experience through proactive outreach, meaningful conversations, and effective problem resolution, while contributing to banking center success through relationship growth, team goals, and consistent sales and service execution. Relationship Bankers also build and deepen relationships in their communities and may work at one banking center or support multiple locations within a market. There are two levels. A Relationship Banker develops foundational skills in client engagement, sales, and banking operations, completes onboarding, training, and licensing requirements, and works toward progression to Relationship Banker II within approximately 12 months. A Relationship Banker II is fully proficient, independently manages client relationships, demonstrates consultative sales capability, and consistently meets or exceeds performance expectations. Advancement depends on demonstrated capability, sustained performance, and completion of required learning paths and licensing.

Requirements

High school diploma or equivalent required.
Relationship Banker: at least 1 year of experience in retail, sales, service, or a client-facing role; banking experience is a plus but not required.
Relationship Banker II: at least 1 year of banking experience, working knowledge of financial products, and demonstrated consultative sales and lending capability.
Experience in banking, retail, sales, or a client-facing environment.
Demonstrated ability to build relationships and deliver strong client service.
Strong communication and interpersonal skills.
Ability to recommend financial products, apply sales practices, and operate within banking policies and procedures.
Must be registered with or eligible to register with the National Mortgage Licensing System and Registry (NMLS).

Nice To Haves

Associate or bachelor's degree.
Bilingual proficiency in Spanish.
Banking experience for the Relationship Banker level.

Responsibilities

Build and grow client relationships by understanding needs and providing personalized financial solutions.
Proactively engage clients through outreach, follow-up, and ongoing relationship management.
Identify opportunities to introduce additional products and services that support client goals.
Partner with internal specialists to connect clients with broader capabilities when appropriate.
Deliver a high-quality, consistent client experience across interactions.
Achieve individual performance goals related to account acquisition, lending, referrals, and digital adoption.
Use a consultative sales approach focused on advice and long-term relationship value.
Contribute to banking center performance through individual production and team collaboration.
Execute transactions and servicing activities accurately and in compliance with policies and regulatory requirements.
Follow procedures to protect clients and the bank, including fraud prevention and risk awareness practices.
Collaborate with team members, share best practices, and support overall performance.
Participate in community activities and outreach to build relationships and generate business.
Continuously develop skills and knowledge to improve performance and client outcomes.
Complete required onboarding, training, learning paths, and licensing milestones.