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 and experienced professional to join our team as a RPS Custodial Services Relationship Manager. This role is a client-facing position responsible for servicing and operational aspects of our retirement plan services custodial business.

Key Responsibilities
  • Serve as the primary contact for our custodial clients, providing expert guidance on ERISA-specific matters related to their plans.
  • Assist clients with fulfilling their fiduciary responsibilities and provide technical support for retirement plans business on our custodial platform.
  • Develop relationships with clients, wealth advisors, and banking partners to deliver exceptional service and holistic solutions.
  • Oversee the onboarding of new custodial clients, ensuring seamless setup and integration with our system.
  • Lead projects related to the ONB custodial services business, identifying and implementing operational efficiencies to drive growth and scalability.
Requirements
  • Bachelor's Degree or equivalent qualifications and skills.
  • Minimum 5 years' related experience, with a minimum of 3 years' experience working with trust and custodial business and retirement plans.
  • In-depth knowledge of ERISA guidelines and regulations.
  • Excellent communication and interpersonal skills, with the ability to communicate effectively with diverse audiences.
  • Strong analytical, problem-solving, and decision-making skills, with the ability to prioritize tasks and manage multiple projects.
What We Offer

Old National Bank is committed to fostering an inclusive workplace and is an equal opportunity employer. We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.



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