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Old National Bank

Market Relationship Banker

Old National Bank, Madison, Wisconsin, us, 53774

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Market Relationship Banker

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Old National Bank

Overview Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. 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.

We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401(k), continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client‑focused company that is firmly rooted in its core values.

Responsibilities The Market Relationship Banker is responsible for developing and cultivating long‑term client relationships by providing insight, advice, and personalized financial solutions for their clients. Responsibilities include:

Retaining and deepening existing client relationships through cross‑selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing transactions.

Actively participating in community outreach and service with community organizations.

Working at several different branches to build relationships with local customers.

Salary Range The salary range for this position is

$17.00/hr – $27.50/hr . The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate’s relevant skills and professional experience, educational qualifications, and geographic location.

Key Accountabilities

Consult 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‑sell products and services and refer to business product partners to ensure client needs are met.

Maintain contact with client base through periodic proactive touch points (on‑boarding, service follow‑up, etc.).

Market a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in‑house events; may occasionally participate in outside sales calls.

Maintain well‑developed knowledge of all products and services and effectively apply that knowledge to understand and fulfill client needs.

Proactively seek coaching to develop service and sales skills; share knowledge and best practices to enhance the team’s skills and performance.

Proactively resolve moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc.

Maintain and demonstrate in‑depth knowledge of the different banking channels and educate clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience.

Execute all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements.

Follow all fraud prevention procedures and attend training to stay up‑to‑date on evolving fraud tactics.

Key Competencies

Communication: Apply active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapt communication style and approach to accommodate individual needs and preferences.

Collaboration: Seek, develop, and maintain trusted relationships with others to achieve business goals/objectives; share knowledge, information, ideas, and suggestions to accomplish mutual goals.

Drive and Execution: Commit to achieving established goals, overcoming obstacles, and continuously learning; focus on ways to succeed by changing strategies, increasing effort, using varying approaches; leverage opportunities to collaborate with others to achieve results; consistently achieve performance targets.

Problem Resolution/Decision‑Making: With minimal oversight, identify root causes of issues; incorporate input from multiple sources to ensure effective action and shared ownership; make sound decisions based on available information and judgment.

Client Leadership: Put the client at the forefront of everything you do; continually seek first‑hand client information and perspective and use this insight to shape your own behaviors and actions; examine implications of decisions and actions from the client's perspective before acting.

Key Measures of Success / Key Deliverables

Execute strategies to improve client retention including cross‑selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc.

Contribute to the banking center’s financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment.

Acquire new Community Bank relationships through cultivating a strong referral network and outreach efforts.

Position Levels There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. 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 upon completion of required training.

Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles.

Relationship Banker II

Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered.

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 – Relationship Banker

High School diploma or GED equivalent.

Minimum one year relationship‑based client consultation and/or consultative sales experience (banking industry a plus).

Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered.

Qualifications and Education Requirements – Relationship Banker II

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.

Equal Employment Opportunity Statement 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.

As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.

We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.

Culture 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!

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