Banking Relationship Specialist

Old National Bank has been serving clients and communities since 1834.

We are a regional powerhouse deeply rooted in the communities we serve, with $50 billion in total assets.

Our competitive compensation package includes a salary of approximately $55,000 per year, plus incentives and benefits such as medical, dental, and vision insurance, 401K, continuing education opportunities, and an employee assistance program.

The Banking Relationship Specialist develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients.

• Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives.
• Cross sells products and services and refers to business product partners to ensure client needs are met.
• Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.).

Achieve Sales and Service Targets:

• Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls.
• Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs.
• Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance.

Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc.

Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience.

Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements.

Culture Leadership:

• Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences.
• Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals.

Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting.