Private Banking Relationship Manager
4 weeks ago
At Old National Bank, we are seeking a highly skilled Private Banker to join our team. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
The ideal candidate will be responsible for delivering an exceptional client experience that provides personalized financial guidance and expertise to existing and prospective Private Banking clients. This includes working collaboratively with an ONB Wealth Advisor to effectively manage and deepen client relationships within portfolio, providing a superior level of client service, and continuing to understand and provide solutions designed to meet the best interests of the client as their needs change and evolve.
The Private Banker will also be responsible for prospecting and self-sourcing new client opportunities through all available means, including internal and external client referrals, networking, reviews of existing books and expanded relationship opportunities, calling efforts, client entertainment, participation in organizations or associations where high/ultra-high net worth customers can be identified, etc.
Actively identifying and connecting business opportunities to internal business units where appropriate, including Wealth, Community, Mortgage, Treasury Management and Commercial Banking, is also a key responsibility of this role. The ideal candidate will maintain up-to-date advanced knowledge of Private Banking product offerings and processes, changing legislation, and current industry trends and practices and utilizing those as a part of the relationship management process.
Requirements for this role include a Bachelors Degree and a minimum of 1 year related work experience or 4+ years related work experience. Work experience with a financial institution focusing on client service and sales, preferably in the affluent/high net-worth segment, is strongly desired. The ideal candidate will demonstrate a high level of professionalism and financial/banking industry knowledge, superior client service, and the ability to interact with clients and associates at all levels.
NMLS registration is required, and financial planning background or experience is preferred but not required. Old National Bank is an equal opportunity employer and welcomes applications from diverse candidates.
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