Private Banking Support Spec

Private Banking Support Specialist

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. 401K, 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 Private Banking Support Specialist partners with assigned Private Bankers to deliver a seamless and integrated client experience. It requires full proficiency gained through job-related training and considerable on-the-job-experience to perform a range of tasks. This role provides support for the sales process, all private banking deposits and lending products, the facilitation of all account servicing and maintenance, and provides tracking and reporting for private banking market teams. Client retention and the consistent delivery of the Private Banking client experience are critical to this role along with a broad perspective to address problems, spot new but less obvious solutions and identify key issues and patterns from partial / conflicting data. This role is completed with a limited degree of supervision and Private Banking Support Specialist is likely to act as an informal resource for colleagues with less experience.

Salary Range

The salary range for this position is $18.25 / hr. - $29.75 / hr. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.

Organizational and Administrative Support

• Provides organizational and administrative support to the Private Banking group including maintenance of client files and records; completing all required BSA high risk reporting; preparing client mailings; engagement with internal departments to effectively manage the client relationship.
• Responsible for the opening and onboarding of new consumer and business deposit accounts.
• Reviewing and monitoring maturing loan and time deposit accounts.
• Assisting in annual client eligibility reviews.
• Acts as secondary point of contact for clients.
• Assist with the loan process. This may include interaction with credit underwriting and CPU, tracking of loan progress updates, and loan closings.

Execution of Exceptional Client Experience

Product Knowledge

Key Competencies for Position

Qualifications and Education Requirements

Key Measures of Success / Key Deliverables :

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.

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.