Old National Bancorp
Relationship Banker
The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners, educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations. Salary Range: $17.00/Hr. - $29.75/Hr. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. Key Accountabilities: Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives. Cross sells products and services and refers to business product partners to ensure client needs are met. Maintains contact with client base through periodic proactive touch points. Achieve Sales and Service Targets: Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques. Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs. Proactively seeks coaching to develop service and sales skills. Operations Oversight: Proactively resolves moderate to complex customer maintenance and/or client service problems. Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions. Executes all sales, service, and banking transactions accurately. Follows all fraud prevention procedures. Key Competencies for Position: Culture Leadership: Communication, Collaboration. Execution Leadership: Drive and Execution, Problem Resolution/Decision-Making. Client Leadership: Client Leadership. Key Measures of Success/Key Deliverables: Executes strategies to improve client retention. Contributes to the banking center's financial success. Acquires new Community Bank relationships. Position Levels: There are two levels of Relationship Banker, depending on banking experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Positions may be based at a specific banking center or be a "Market" position that supports all banking centers in a defined market. Relationship Banker: Demonstrates ability to handle all transactions, servicing needs and inquiries. Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles. Qualifications and Education Requirements: High School diploma or GED Equivalent Minimum one year relationship-based client consultation and/or consultative sales experience Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered. Relationship Banker II: Experienced bankers who have successfully completed the requirements of a Relationship Banker. Demonstrates consultative sales skills and strong service levels to build and deepen client relationships. Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles. May manage an assigned client portfolio to handle all consumer banking relationship needs. Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations. Completes Relationship Banker Development Program to demonstrate advanced proficiency in role. Qualifications and Education Requirements: High School diploma or GED Equivalent Minimum one year relationship-based client consultation and/or consultative sales experience Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team.
The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners, educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations. Salary Range: $17.00/Hr. - $29.75/Hr. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. Key Accountabilities: Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives. Cross sells products and services and refers to business product partners to ensure client needs are met. Maintains contact with client base through periodic proactive touch points. Achieve Sales and Service Targets: Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques. Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs. Proactively seeks coaching to develop service and sales skills. Operations Oversight: Proactively resolves moderate to complex customer maintenance and/or client service problems. Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions. Executes all sales, service, and banking transactions accurately. Follows all fraud prevention procedures. Key Competencies for Position: Culture Leadership: Communication, Collaboration. Execution Leadership: Drive and Execution, Problem Resolution/Decision-Making. Client Leadership: Client Leadership. Key Measures of Success/Key Deliverables: Executes strategies to improve client retention. Contributes to the banking center's financial success. Acquires new Community Bank relationships. Position Levels: There are two levels of Relationship Banker, depending on banking experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Positions may be based at a specific banking center or be a "Market" position that supports all banking centers in a defined market. Relationship Banker: Demonstrates ability to handle all transactions, servicing needs and inquiries. Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles. Qualifications and Education Requirements: High School diploma or GED Equivalent Minimum one year relationship-based client consultation and/or consultative sales experience Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered. Relationship Banker II: Experienced bankers who have successfully completed the requirements of a Relationship Banker. Demonstrates consultative sales skills and strong service levels to build and deepen client relationships. Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles. May manage an assigned client portfolio to handle all consumer banking relationship needs. Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations. Completes Relationship Banker Development Program to demonstrate advanced proficiency in role. Qualifications and Education Requirements: High School diploma or GED Equivalent Minimum one year relationship-based client consultation and/or consultative sales experience Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team.