Client Service Representative

5 days ago

Athens, Tennessee, United States Old National Bank Full time
Job Overview

Old National Bank is seeking a highly skilled RPS Custodial Services Relationship Manager to join our team. As a key member of our retirement plan services team, you will be responsible for serving as the primary contact for our custodial clients, providing expert guidance on ERISA governed retirement plans, and collaborating with business partners to develop and implement operational efficiencies.

Key Responsibilities
  • Serve as Relationship Manager for retirement clients, researching and responding to inquiries about their accounts.
  • Assist clients with fulfilling their fiduciary responsibilities.
  • Be a technical resource for retirement plans business, with a specific expertise in Pensions, Defined benefit, Taft Hartley plans, etc.
  • Develop relationships with clients, wealth advisors, and banking partners to deliver exceptional service and holistic solutions.
  • Oversee the onboarding of new custodial clients, gathering required documents, and setting up client accounts on the system.
  • Lead projects related to the ONB custodial services business.
  • Ensure transactions and servicing of clients adhere to guidelines as defined by ERISA and other governing bodies.
  • Identify, recommend, and implement operational efficiencies to allow RPS to scale and grow our custodial business.
  • Review time-sensitive and complex documents, creating or revising departmental procedures.
  • Assist in the development of an enhanced custodial services product offer and workflow for various retirement plans, with a focus on pension and cash balance plans.
  • Develop, document, and maintain documentation, training, and communication through various methods.
  • Collaborate across business areas and identify ways to improve the experience for internal partners and clients.

Requirements
  • Bachelor's Degree or equivalent qualifications and skills.
  • Minimum 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 various audiences.
  • 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.
  • Knowledge of FIS/Trust Desk is a plus.

About Old National Bank
Old National Bank 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. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition to fill a specific position.

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