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Senior Private Banker

1 month ago

Nashville, Tennessee, United States Old National Bank Full time
Private Banker Job Description

Job Summary

We are seeking a highly skilled Private Banker to join our team at Old National Bank. As a Private Banker, you will be responsible for delivering exceptional client experiences, providing personalized financial guidance, and expertise to existing and prospective Private Banking clients.

Key Responsibilities

* Conduct initial needs assessments for clients and engage appropriate business partners to meet their needs
* Work collaboratively with Wealth Advisors to manage and deepen client relationships
* Monitor and execute tasks to fulfill client service plans and meet day-to-day inquiries
* Identify and connect business opportunities to internal business units
* Maintain up-to-date knowledge of Private Banking product offerings and processes

Requirements

* Bachelor's Degree and a minimum of 1 year related work experience or 4+ years' related work experience
* Must 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 registered or ability to obtain NMLS registration

What We Offer

* A dynamic and inclusive work environment
* Opportunities for growth and development
* A competitive compensation and benefits package

Old National Bank is an equal opportunity employer committed to fostering an inclusive workplace and hiring a diverse workforce. We welcome applications from qualified candidates who share our values and are passionate about delivering exceptional client experiences.