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Client Service Representative
2 months ago
Old National Bank is seeking a highly skilled and experienced professional to join our team as a Retirement Plan Services Relationship Manager. As a key member of our Trust and Custodial Services team, you will be responsible for providing exceptional service to our clients and their retirement plans.
Key Responsibilities- Serve as the primary point of contact for our custodial clients, providing expert guidance and support on ERISA-governed retirement plans.
- Assist clients with fulfilling their fiduciary responsibilities and ensure compliance with ERISA guidelines.
- Develop and maintain strong relationships with clients, wealth advisors, and banking partners to deliver holistic solutions and exceptional service.
- Oversee the onboarding process for new custodial clients, ensuring seamless integration into our system.
- Lead projects related to the ONB custodial services business, identifying opportunities for growth and improvement.
- Bachelor's degree or equivalent qualifications and skills.
- Minimum 5 years' experience in trust and custodial services, with a focus on retirement plans.
- In-depth knowledge of ERISA guidelines and regulations.
- Excellent communication and interpersonal skills, with the ability to work effectively with diverse stakeholders.
- Strong analytical and problem-solving skills, with the ability to prioritize tasks and manage multiple projects.
Old National Bank is a regional powerhouse deeply rooted in the communities we serve. We are committed to social responsibility and investing in our communities through volunteering and charitable giving. Our team members are our greatest asset, and we continually invest in their growth and development.
