Relationship Banker

Old National Bank•Warren, MN

12d•Onsite

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 to 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 relationship growth and team goals. Bankers also participate in community activities and help enhance the bank’s reputation. Positions may be based at one banking center or support multiple locations within a market. There are two levels. Relationship Bankers develop foundational skills in client engagement, sales, and banking operations, complete onboarding and learning requirements, and work toward readiness to progress to Relationship Banker II within approximately 12 months. Relationship Banker II is a fully proficient role, independently managing client relationships and consistently delivering results. Advancement depends on demonstrated capability, sustained performance, completion of required learning paths, and licensing.

Requirements

High school diploma or equivalent required.
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.
NMLS registered or eligible to register with the National Mortgage Licensing System and Registry.
Relationship Banker: At least 1 year of retail, sales, service, or client-facing experience; 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.

Nice To Haves

Associate or bachelor’s degree preferred.
Bilingual proficiency in Spanish preferred but not required.
Banking experience is a plus 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 to meet client goals.
Partner with internal specialists to connect clients to broader capabilities when appropriate.
Deliver a high-quality, consistent client experience across interactions.
Achieve individual performance goals, including 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 training, learning paths, and licensing milestones within established timeframes.
For Relationship Banker II, independently manage client relationships, execute the full sales process, and consistently meet or exceed performance goals.