Private Banking Support Spec

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.

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 ad 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 identifie 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  

• Monitors and executes all tasks required to fulfill customer’s service plan/objectives and meet day-to-day inquiries from the client. 
• Responsible for identifying, researching, analyzing, and resolving complex problems involving  deposit and loan servicing, account transfers, account errors, account overdraft processing, wire transfers, communications, etc. 
• Develops meaningful productive relationships with prospective clients, clients, Private Bankers, Wealth Advisors, and internal partners in operations, underwriting, etc.  
• Effectively manages and deepens client relationships.  This includes but is not limited to providing a superior level of client service in any direct client engagement and identifying “value added” opportunities to cross-sell bank deposit and loan products.  Actively identifies and refers business opportunities to internal business units where appropriate including Wealth, Community, Mortgage, Treasury Management and Commercial Banking. Strong working knowledge of these lines of business is required in order to provide confident responses & direction to customers.  
• Attends and participates in client meetings as needed. 
• Drives improvement in departmental processes and individual client relationships by identifying and suggesting improvements to client support practices.   

Product Knowledge  

• Maintains up-to-date knowledge of Private Banking product offerings and processes, changing ONB policies and procedures, and participates in all required compliance product and service training.  

Key Competencies for Position 

• Compelling Communication - Openly and effectively communicates with internal and external clients. 
• Makes Decisions and Solves Problems - Seeks deeper understanding and takes action 
• Delights Clients - Continuously seeks and applies knowledge leading to a best-in-class client experience. 
• Personifies ONB Culture – emotes pride in ONB and consistently demonstrates Old National’s culture and values in daily action. 

Qualifications and Education Requirements  

• Minimum three years financial services or related experience.   

• Proficiency in opening a variety of new accounts and consumer loan origination highly desired. 

• Must demonstrate a high level of professionalism, superior client service, and the ability to interact with clients and associates at all levels.  

• Ability to interact with clients to obtain information required for loan and deposit product input/documentation as well as obtain routine financial data as needed. 

• Must possess strong verbal, written and presentation skills. 

• Highly motivated and organized, with a strong attention to detail, and the ability to prioritize the work; an ability to meet strict deadlines, multi-task, and work with the Private Banker team and other ONB departments. 

• Working knowledge of Word, PowerPoint and Excel.  

Key Measures of Success/Key Deliverables: 

• Client retention and consistent execution of the client experience. 

• Strong relationships and collaboration with internal clients and partners to execute on the client service model and client experience.  

• Balances administrative, client, and technical responsibilities while prioritizing value-added work. 

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.