Relationship Banker

Overview

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. We are committed to helping clients achieve their goals and to social responsibility through volunteering and charitable giving. We offer competitive compensation, medical, dental, and vision insurance, 401K, continuing education opportunities, and an employee assistance program.

We offer a variety of Impact Network Groups led by team members who are passionate about driving engagement, building inclusion, and raising awareness of diverse backgrounds and experiences. This is a growing, community- and client-focused company firmly rooted in its core values.

The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions. Responsibilities include retaining and deepening existing relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, account servicing and maintenance, resolving servicing issues, and processing.

Bankers engage with the community through outreach and service with community organizations.

Salary Range

The salary range for this position is $17.00/hr - $27.50/hr the base salary reflects compensation applicable across the United States; actual offers may vary based on responsibilities, skills, experience, and location.

• Develop and grow client and prospective client relationships
  Consult with clients/prospective clients to uncover needs, educate, and advise on product and service alternatives that align with financial objectives.
• Cross-sell products and services and refer to business product partners to meet client needs.
• Maintain contact with client base through proactive touch points (on-boarding, service follow up, etc.).

• Achieve Sales and Service Targets
  Market a full range of consumer and small business banking services through proactive techniques (lobby engagement, outbound calls, campaigns, events); may participate in outside sales occasionally. Maintain knowledge of products/services to fulfill client needs. Seek coaching to develop skills and share knowledge with the team.

• Operations Oversight
  Resolve moderate to complex client service problems using available resources, including coordination with Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc. Educate clients on digital solutions and ensure all transactions comply with policies and regulatory requirements. Follow fraud prevention procedures and stay updated on fraud tactics.

Culture Leadership:

• Communication: active listening and adaptive communication to fit client needs.
• Collaboration:
  
  build trusted relationships to achieve goals; share knowledge and ideas.

Execution Leadership:

• Drive and Execution: achieve goals, adapt strategies, and collaborate to deliver results.
• Problem Resolution/Decision-Making: identify causes, incorporate input, and act with sound judgment.

Client Leadership:

• Client Leadership: place the client at the center of decisions and actions.

• Execute strategies to improve client retention through cross-selling, proactive outreach, and effective issue resolution.
• Contribute to financial success by achieving targets for loans, new accounts, referrals, and digital enrollment.
• Acquire new Community Bank relationships through referrals and outreach.

There are two levels of Relationship Banker based on banking experience and training completion. Licensing must be current and in good standing. Positions may be based at a specific banking center or be a Market position supporting multiple centers.

• Handle transactions and servicing needs after training completion.
• Achieve account opening goals, partner referrals, lending/credit card goals, and complete Client Financial Profiles.

• High School diploma or GED
• Minimum one year of relationship-based client consultation and/or consultative sales experience (banking a plus)
• Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered

• Experienced bankers who have completed Relationship Banker requirements or have equivalent experience, including NMLS registration.
• Demonstrates consultative sales skills and strong service levels to build and deepen client relationships.
• Meets or exceeds account opening and lending goals, credit card goals, referrals, and Client Financial Profiles.
• May manage an assigned client portfolio; participate in community service and complete the Relationship Banker Development Program.
• Currently…