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Private Banker, Sr

1 month ago

Nashville, Tennessee, United States Old National Bank Full time

Old National Bank is seeking a Private Banker to deliver exceptional client experiences and provide personalized financial guidance to high net worth clients.

The ideal candidate will have a strong understanding of financial services and be able to build and maintain relationships with clients, identifying their financial needs and providing tailored solutions.

Key responsibilities include:

  • Conducting initial needs assessments for clients and engaging relevant business partners to meet their needs
  • Working collaboratively with wealth advisors to manage and deepen client relationships
  • Providing superior client service, conducting regular meetings and calls, and engaging product partners to deliver solutions
  • Identifying and pursuing new business opportunities through self-sourcing and referrals

The successful candidate will have a bachelor's degree, a minimum of 1 year of related work experience, and a strong background in client service and sales. NMLS registration is required, and financial planning experience is preferred.

Old National Bank is an equal opportunity employer committed to fostering an inclusive workplace and hiring a diverse workforce.