Client Relationship Specialist

5 days ago


Jackson, Michigan, United States Old National Bank Full time

Job Description:

We are seeking a skilled Client Relationship Specialist to join our team at Old National Bank. As a seasoned banking professional, you will be responsible for developing and cultivating long-term relationships with clients, providing expert advice on deposit and lending solutions, and driving business growth.

About the Role:

The ideal candidate will have a proven track record of success in client relationship management, with a strong understanding of consumer and small business banking products and services. You will work closely with clients to understand their financial needs, identify opportunities for growth, and develop tailored solutions to meet their goals.

Key Responsibilities:

  • Client Relationship Building: Develop and maintain strong relationships with existing clients, identifying opportunities for cross-selling and upselling to drive business growth.
  • Lending Expertise: Provide expert advice on lending solutions, including loan origination, credit analysis, and risk assessment.
  • Deposit Solutions: Offer personalized deposit solutions to clients, including checking and savings accounts, certificates of deposit (CDs), and cash management services.
  • Account Management: Manage client accounts, ensuring accurate and timely processing of transactions, deposits, and withdrawals.
  • Sales and Service Targets: Meet or exceed sales and service targets, including new account openings, loan originations, and customer retention.

Requirements:

  • Experience: Minimum 1 year of experience in client relationship management, preferably in banking or finance.
  • Educational Background: High school diploma or equivalent required; degree in business, finance, or related field preferred.
  • Certifications and Licenses: Currently registered with the National Mortgage Licensing System and Registry (NMLS) or eligible to register.

Benefits:

As a valued member of our team, you can expect a competitive salary, comprehensive benefits package, and opportunities for professional growth and development. We offer a collaborative work environment, recognizing individual contributions and celebrating team successes.



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