Trust Relationship Specialist
16 hours ago
About the Role:
We are seeking a dedicated Trust Relationship Specialist to join our team at Old National Bank. As a key member of our Trust and Wealth Management division, you will be responsible for building and maintaining strong relationships with clients, advising on ERISA governed retirement plans, and ensuring seamless transactions and servicing.
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 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 our system.
- Lead projects related to the ONB custodial services business.
- Ensure transactions and servicing adhere to guidelines defined by ERISA and other governing bodies.
- Identify and implement operational efficiencies to scale and grow our custodial business.
Requirements:
- Bachelor's Degree or equivalent qualifications and skills.
- Minimum 5 years' related experience.
- In-depth knowledge of ERISA guidelines.
- Proficient communication skills and ability to communicate with various audiences.
- Analytical, problem-solving, decision-making, and organizational skills.
- Customer relations, interpersonal, verbal, and written communication skills.
- Proficient in Microsoft Office, including Excel, Word, and Outlook.
- Series 65 license required.
Salary: $62,300 - $122,400 per year (dependent on experience).
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