Relationship Banker

Old National Bank; Milwaukee (WI); On-site; Full time

Job summary

A leading regional bank is seeking a Relationship Banker to develop client relationships and provide personalized financial solutions. The role involves cross-selling products, educating clients, and ensuring excellent service. Join a community-focused organization that values diversity and offers competitive compensation.

Benefits

Medical Insurance

Dental Insurance

Vision Insurance

401K

Continuing Education Opportunities

Employee Assistance Program

Qualifications

• Experience in client consultation or sales, banking experience preferred.
• NMLS registration or eligibility.

Responsibilities

• Develop and cultivate long-term client relationships.
• Cross-sell products and refer to business partners.
• Educate clients on digital banking solutions.

Skills

Client Consultation

Sales

Problem Resolution

Education

High School diploma or GED

Job description

Join to apply for the Relationship Banker role at Old National Bank

6 days ago Be among the first 25 applicants

Overview

Old National Bank has been serving clients and communities since 1834. With approximately $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 Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions. Responsibilities include retaining and deepening existing relationships through cross-selling, establishing new banking relationships, referring clients to product partners, educating clients on digital solutions, providing account servicing, resolving servicing issues, and community outreach.

Salary Range

The position offers $17.00/Hr. - $29.75/Hr., with final compensation based on location, skills, experience, and qualifications.

Key Accountabilities

1. Develop and grow client relationships by understanding needs, educating, and advising on products.
2. Cross-sell products and refer to business partners.
3. Maintain contact through proactive touchpoints.

Achieve Sales and Service Targets

1. Market banking services via various proactive methods.
2. Maintain knowledge of products and apply it to meet client needs.
3. Seek coaching and share best practices.

Operations Oversight

1. Resolve customer issues using internal resources.
2. Educate clients on digital banking solutions.
3. Execute transactions accurately and in compliance.
4. Follow fraud prevention procedures.

Key Competencies

Culture Leadership

• Active listening and adaptive communication.
• Building trusted relationships and sharing knowledge.

Execution Leadership

• Achieving goals, overcoming obstacles, and continuous learning.
• Effective problem resolution and decision-making.

Client Leadership

• Putting clients first and understanding their perspectives.

Key Measures of Success

• Client retention, cross-selling, outreach, and feedback.
• Achieving targets for loan, account, and digital enrollment.
• Building community relationships.

Position Levels

There are two levels: Relationship Banker and Relationship Banker II, with requirements including training, experience, and licensing.

Qualifications

• High School diploma or GED.
• Experience in client consultation or sales, banking experience preferred.
• NMLS registration or eligibility.

Equal Opportunity Statement

Old National is an equal opportunity employer committed to diversity and inclusion.

Additional Information

Details about culture, values, and other roles are included.