RPS Custodial Services Relationship Manager
3 days ago
Old National Bank is seeking a highly skilled RPS Custodial Services Relationship Manager to join our team. 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.
This role will be a client-facing position accountable for the servicing and related operational aspects for ONB/1834's retirement plan services custodial & pension business. The successful candidate will serve as the primary contact for our custodial clients, consulting with and advising on ERISA specific items related to their plan.
Key Responsibilities:- Serve as Relationship Manager for retirement clients where Old National Bank serves as trustee/custodian for ERISA governed retirement plans, researching and responding to inquiries about their account.
- Assist clients with fulfilling their fiduciary responsibilities
- Be a technical resource for retirement plans business which resides on our custodial platform, with a specific expertise in Pensions, Defined benefit, Taft Hartley plans, etc.
- Develop relationships with clients, as well as wealth advisors, and banking partners to deliver exceptional service and holistic solutions to clients.
- Oversee the onboarding of new custodial clients, gathering required documents, getting client accounts set up on the system
- Lead projects related to the ONB custodial services business.
- Ensure transactions and servicing of clients adheres to guidelines as defined by ERISA and other governing bodies (internal and external).
- Identify, recommend, and implement operational efficiencies that will allow RPS to scale and grow our custodial business.
- Reviewing time sensitive and/or complex documents; creating or revising departmental procedures.
- Bachelor's Degree or equivalent qualifications and skills.
- Minimum of 5 years' related experience.
- Minimum 3 years' experience working with Trust & Custodial business & retirement plans.
- In depth knowledge of ERISA guidelines.
- Proficient communication skills and demonstrated ability to communicate with a variety of audiences (internally and externally).
- Demonstrated analytical, problem-solving, decision-making, and organizational skills.
- Effective customer relations, interpersonal, and verbal and written communication skills.
- Proficient in Microsoft Office including Excel, Word, and Outlook.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
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