Relationship Banker: Trusted Financial Advisor

Old National Bank; Montevideo (MN); Sur place; USD 23 000 - 41 000; Plein temps

Résumé du poste

Old National Bank is seeking a Relationship Banker to build and strengthen client relationships by delivering personalized financial advice and solutions. This role focuses on understanding client needs, guiding clients to a full range of products and services, and driving relationship growth within the banking center.

You will engage clients proactively, pursue sales opportunities, and collaborate with internal specialists to deliver a consistent, high-quality client experience while upholding

Qualifications

• High school diploma or equivalent required; associate or bachelor’s degree preferred.
• Experience in banking, retail, sales, or a client-facing environment.
• Demonstrated ability to build relationships and deliver strong client service.
• Strong communication and interpersonal skills.
• Bilingual proficiency in Spanish preferred but not required.
• Ability to recommend financial products, apply sales practices, and operate within banking policies and procedures.
• NMLS registered or eligible to register with the National Mortgage Licensing System and Registry.
• Relationship Banker: 1+ years in retail, sales, service, or client-facing experience (banking experience a plus, not required)
• Relationship Banker II: 1+ years of banking experience with working knowledge of financial products and demonstrated consultative sales and lending capability

Responsabilités

• Build and grow client relationships by understanding needs and providing personalized financial solutions.
• Proactively engage clients through outreach, follow-up, and ongoing relationship management.
• Identify opportunities to introduce additional products and services to meet client goals.
• Partner with internal specialists to connect clients to broader capabilities when appropriate.
• Deliver a high-quality, consistent client experience across all interactions.
• Achieve individual performance goals, including account acquisition, lending, referrals, and digital adoption.
• Consistently execute a consultative sales approach, focusing on advice and long-term relationship value.
• Contribute to overall banking center performance through individual production and team collaboration.
• Execute transactions and servicing activities accurately and in compliance with policies and regulatory requirements.
• Follow established procedures to protect clients and the bank, including fraud prevention and risk awareness practices.
• Maintain strong attention to detail in all client interactions and operational activities.
• Collaborate with team members to share best practices and support overall performance.
• Participate in community activities and outreach efforts to build relationships and generate new business.
• Continuously develop skills and knowledge to improve performance and client outcomes.

Connaissances

Client relationships

Sales skills

Communication

Formation

High school diploma or equivalent

Associate or bachelor’s degree preferred

Description du poste

Old National Bank is seeking a Relationship Banker to build and strengthen client relationships by delivering personalized financial advice and solutions. This role focuses on understanding client needs, guiding clients to a full range of products and services, and driving relationship growth within the banking center.

You will engage clients proactively, pursue sales opportunities, and collaborate with internal specialists to deliver a consistent, high-quality client experience while upholding