Commercial Banking Specialist
for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to map content.
We have Overview (about company) maybe "About the role"? Actually overview is about company, not role. Could treat as "About the role"? The instruction: use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we need to decide which sections have content.
We have:
- Overview: description of company, mission, benefits (medical, dental, vision, 401K, continuing education, employee assistance, Impact Network Groups). This could go under Benefits? Actually benefits are listed there. Also "competitive compensation with our salary and incentive program". Could be Pay? But we have explicit Salary Range later.
- Responsibilities: detailed list.
- Salary Range: $17.00/hr - $27.50/hr.
- Key Accountabilities (list of duties) - could be part of Responsibilities.
- Key Competencies for Position (list of competencies) - could be Skills.
- Qualifications And Education Requirements (list) - could be Requirements/Qualifications.
- Qualifications (more details) - maybe also Requirements.
- There's also "Commercial Banking Specialist roles may vary..." which is more qualifications.
- There's EEO boilerplate to remove.
- Also "Old National is proud to be an equal opportunity employer..." remove.
- Also "We do not accept resumes from external staffing agencies..." remove.
- Also "Our culture is firmly rooted..." maybe could be part of About the role? But it's boilerplate? It's values statement; could be considered About the role? Might be okay to keep as part of overview? But instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The values statement is not exactly EEO but could be considered boilerplate? It's about culture; might be okay to keep as part of About the role? However they said "Prefer a few substantive sections over many thin ones." We could combine overview and values into About the role.
We need to preserve all substantive information; do not invent or summarize away detail.
We need to output only HTML fragment, no /, no markdown.
We need to use for headings, - for any list of duties/requirements/benefits, and
for prose.
We need to include a section ONLY when posting has real, specific content for it — never emit a heading followed by filler/placeholder text.
Thus we need to decide which sections to include:
- About the role: could include overview description (company mission, values, etc.) plus maybe the "We offer a unique opportunity..." etc. That's substantive.
- Responsibilities: we have responsibilities paragraph plus key accountabilities (list). So we can combine.
- Requirements/Qualifications: we have Qualifications And Education Requirements (associate degree, experience, etc.) plus Qualifications (more details). Could combine into Requirements or Qualifications. Since both headings allowed, we could use Requirements for education/experience, and Qualifications for more detailed qualifications. But we need to avoid thin sections. Might be better to have one "Requirements" section covering both education/experience and qualifications. But we have two headings allowed; we could use Requirements for education/experience and Qualifications for the list of qualifications. Both have content.
- Skills: we have Key Competencies for Position (list of competencies). That's skills.
- Benefits: we have medical, dental, vision insurance, 401K, continuing education opportunities, employee assistance program, Impact Network Groups. Also maybe "competitive compensation with our salary and incentive program" but that's pay. Benefits section should list those.
- Pay: we have Salary Range $17.00/hr - $27.50/hr. Also mention base salary indicated reflects compensation range applicable to all levels, actual offers may vary based on factors. That's substantive.
- Schedule: no info about schedule (full-time/part-time, hours). Not present, so we should not include Schedule section.
We must not repeat job title as heading.
We must not put Job ID/requisition numbers as headings.
We need to remove boilerplate: EEO, equal opportunity, staffing agency restriction, etc. Also remove duplicated lines.
We need to preserve all substantive information: ensure we keep details like "Assists with Loan Process" bullet points, etc.
We need to format lists with
- . For prose, use
.
We need to avoid filler like "commensurate with experience" etc. Not present.
Now craft HTML.
Structure:
About the role
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. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank.
That includes values.
Now Responsibilities:
Responsibilities
The Commercial Banking Specialist works with assigned Relationship Managers (RMs) in the Commercial and Business segments. This position provides sales, administrative, loan, deposit and other relevant support to the RMs. This position also provides primary support for the RM’s clients. The Commercial Banking Specialist understands the overall commercial workflow and processes and works effectively with relevant Bank Partners to resolve client issues and provide a high level of service.
- Assists with Loan Process
- Collaborates with RMs in contacting clients to gather items needed to prepare a complete application for submission (financials, purchase agreements, invoices, etc.).
- Prepares loan requests utilizing required forms or the Commercial Online Application (CML) software.
- Submits applications to the Loan Fulfillment team for further input and processing.
- Reviews and manages open applications in LOS for assigned RMs.
- During the underwriting and pre-closing phase, collaborates with Underwriting teams and Loan Fulfillment to obtain any missing client information (financials, entity documentation, signers, etc.).
- Coordinates loan closings and attends loan closings to perform Notary services.
- Submits closed loan packet to Loan Fulfillment for funding and booking.
- Assists with Portfolio and Credit Administration
- Utilizes the Power BI software to provide assigned RMs with pipeline, portfolio, production and credit information.
- Tracks upcoming loan maturities and contacts clients to request financial information as needed.
- Assists in clearing past due financials, post-closing exceptions, and trailing documents.
- Assists with Depository Process
- Opens commercial depository accounts for assigned RMs and acts as a liaison with Treasury Management, Private Banking, and the Community Banking team to facilitate the depository process.
- Acts as a point person in resolving client depository issues with Client Care and Treasury Management Services.
- Assists with Sales Support and Administrative Needs
- Conducts research and organizes outreach for business development activities.
- Assists and supports assigned RMs with daily activities including calendar management, incoming calls from clients, and client mailings.
- Understands and complies with all applicable compliance rules and regulations.
But note: we should not nest - inside another
- ? It's allowed but might be okay. However instruction: Use
- for any list of duties/requirements/benefits. Could flatten but nested is still list. Might be okay. But to be safe, we could keep top-level list items each with a heading? But we can keep as is.
Now Requirements (education/experience):
Requirements
Associate degree in administrative services/business or equivalent experience required. Minimum 4 + years of administrative and/or banking experience preferred; 2+ experience working with commercial processes. Strong working knowledge of Microsoft Word and Excel.
Now Qualifications (detailed qualifications):
Qualifications
- Focus on providing excellent service to RMs, Clients and Bank Partners.
- Effective written and verbal communication skills in working with RMs, Clients and Bank Partners.
- Ability to communicate with clients and key decision makers effectively and independently.
- Ability to effectively manage time and prioritize meeting deadlines, highly productive and efficient multi‑tasker.
- Appropriate attention to detail and organizational skills.
- Able to adapt and manage changing priorities and deadlines.
- Number of years of progressive or multi‑faceted support experience within Commercial, Wealth or Community verticals at a Bank (or other prior financial institution or related industry).
- Depth and breadth in successful experience with providing high quality customer service by responding to telephone and email inquiries, other requests and resolving problems for both internal bank partners and/or external Commercial and/or Wealth or Community Bank clients.
- Excels and demonstrates effective time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service.
- Possesses thorough working knowledge of concepts, practices, policies and procedures of ONB banking products and services (or other prior financial institution or related industry).
- Utilizes and relies on demonstrated knowledge and/or proficiency products, services, rates, terms, fees, applicable regulations and systems and procedures.
- Effectively ensures that each ONB client or internal partner has appropriate support focused on gaining customer longevity which is demonstrated by consistently going above and beyond to keep our clients at the center.
- Confidence and proven success in making decisions/resolving (complex or unique) situations as matters may be escalated.
- Aptitude or ability to assist in the training (and/or mentoring, coaching, or development) of new or existing team members within and outside of Client Services Commercial.
Now Skills (Key Competencies):
Skills
- Compelling Communication – Openly and effectively communicates with others. Effectively and transparently shares information and ideas with others. Tailors the delivery of communication in a way that engages the audience and that is easy to understand and retain. Unites others towards common goal. Asks for others' opinions and ideas and listens actively to gain their support when clarifying expectations, agreeing on a solution and checking for satisfaction.
- Makes Decisions & Solves Problems – Seeks deeper understanding and takes action. Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency. Collaborates and seeks to understands the root causes of problems. Evaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the time. Takes action that is consistent with available facts, constraints and probable consequences.
- Delights Clients –
for headings, - for any list of duties/requirements/benefits, and
for prose.
We need to include a section ONLY when posting has real, specific content for it — never emit a heading followed by filler/placeholder text.
Thus we need to decide which sections to include:
- About the role: could include overview description (company mission, values, etc.) plus maybe the "We offer a unique opportunity..." etc. That's substantive.
- Responsibilities: we have responsibilities paragraph plus key accountabilities (list). So we can combine.
- Requirements/Qualifications: we have Qualifications And Education Requirements (associate degree, experience, etc.) plus Qualifications (more details). Could combine into Requirements or Qualifications. Since both headings allowed, we could use Requirements for education/experience, and Qualifications for more detailed qualifications. But we need to avoid thin sections. Might be better to have one "Requirements" section covering both education/experience and qualifications. But we have two headings allowed; we could use Requirements for education/experience and Qualifications for the list of qualifications. Both have content.
- Skills: we have Key Competencies for Position (list of competencies). That's skills.
- Benefits: we have medical, dental, vision insurance, 401K, continuing education opportunities, employee assistance program, Impact Network Groups. Also maybe "competitive compensation with our salary and incentive program" but that's pay. Benefits section should list those.
- Pay: we have Salary Range $17.00/hr - $27.50/hr. Also mention base salary indicated reflects compensation range applicable to all levels, actual offers may vary based on factors. That's substantive.
- Schedule: no info about schedule (full-time/part-time, hours). Not present, so we should not include Schedule section.
We must not repeat job title as heading.
We must not put Job ID/requisition numbers as headings.
We need to remove boilerplate: EEO, equal opportunity, staffing agency restriction, etc. Also remove duplicated lines.
We need to preserve all substantive information: ensure we keep details like "Assists with Loan Process" bullet points, etc.
We need to format lists with
- . For prose, use
.
We need to avoid filler like "commensurate with experience" etc. Not present.
Now craft HTML.
Structure:
About the role
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. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank.
That includes values.
Now Responsibilities:
Responsibilities
The Commercial Banking Specialist works with assigned Relationship Managers (RMs) in the Commercial and Business segments. This position provides sales, administrative, loan, deposit and other relevant support to the RMs. This position also provides primary support for the RM’s clients. The Commercial Banking Specialist understands the overall commercial workflow and processes and works effectively with relevant Bank Partners to resolve client issues and provide a high level of service.
- Assists with Loan Process
- Collaborates with RMs in contacting clients to gather items needed to prepare a complete application for submission (financials, purchase agreements, invoices, etc.).
- Prepares loan requests utilizing required forms or the Commercial Online Application (CML) software.
- Submits applications to the Loan Fulfillment team for further input and processing.
- Reviews and manages open applications in LOS for assigned RMs.
- During the underwriting and pre-closing phase, collaborates with Underwriting teams and Loan Fulfillment to obtain any missing client information (financials, entity documentation, signers, etc.).
- Coordinates loan closings and attends loan closings to perform Notary services.
- Submits closed loan packet to Loan Fulfillment for funding and booking.
- Assists with Portfolio and Credit Administration
- Utilizes the Power BI software to provide assigned RMs with pipeline, portfolio, production and credit information.
- Tracks upcoming loan maturities and contacts clients to request financial information as needed.
- Assists in clearing past due financials, post-closing exceptions, and trailing documents.
- Assists with Depository Process
- Opens commercial depository accounts for assigned RMs and acts as a liaison with Treasury Management, Private Banking, and the Community Banking team to facilitate the depository process.
- Acts as a point person in resolving client depository issues with Client Care and Treasury Management Services.
- Assists with Sales Support and Administrative Needs
- Conducts research and organizes outreach for business development activities.
- Assists and supports assigned RMs with daily activities including calendar management, incoming calls from clients, and client mailings.
- Understands and complies with all applicable compliance rules and regulations.
But note: we should not nest - inside another
- ? It's allowed but might be okay. However instruction: Use
- for any list of duties/requirements/benefits. Could flatten but nested is still list. Might be okay. But to be safe, we could keep top-level list items each with a heading? But we can keep as is.
Now Requirements (education/experience):
Requirements
Associate degree in administrative services/business or equivalent experience required. Minimum 4 + years of administrative and/or banking experience preferred; 2+ experience working with commercial processes. Strong working knowledge of Microsoft Word and Excel.
Now Qualifications (detailed qualifications):
Qualifications
- Focus on providing excellent service to RMs, Clients and Bank Partners.
- Effective written and verbal communication skills in working with RMs, Clients and Bank Partners.
- Ability to communicate with clients and key decision makers effectively and independently.
- Ability to effectively manage time and prioritize meeting deadlines, highly productive and efficient multi‑tasker.
- Appropriate attention to detail and organizational skills.
- Able to adapt and manage changing priorities and deadlines.
- Number of years of progressive or multi‑faceted support experience within Commercial, Wealth or Community verticals at a Bank (or other prior financial institution or related industry).
- Depth and breadth in successful experience with providing high quality customer service by responding to telephone and email inquiries, other requests and resolving problems for both internal bank partners and/or external Commercial and/or Wealth or Community Bank clients.
- Excels and demonstrates effective time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service.
- Possesses thorough working knowledge of concepts, practices, policies and procedures of ONB banking products and services (or other prior financial institution or related industry).
- Utilizes and relies on demonstrated knowledge and/or proficiency products, services, rates, terms, fees, applicable regulations and systems and procedures.
- Effectively ensures that each ONB client or internal partner has appropriate support focused on gaining customer longevity which is demonstrated by consistently going above and beyond to keep our clients at the center.
- Confidence and proven success in making decisions/resolving (complex or unique) situations as matters may be escalated.
- Aptitude or ability to assist in the training (and/or mentoring, coaching, or development) of new or existing team members within and outside of Client Services Commercial.
Now Skills (Key Competencies):
Skills
- Compelling Communication – Openly and effectively communicates with others. Effectively and transparently shares information and ideas with others. Tailors the delivery of communication in a way that engages the audience and that is easy to understand and retain. Unites others towards common goal. Asks for others' opinions and ideas and listens actively to gain their support when clarifying expectations, agreeing on a solution and checking for satisfaction.
- Makes Decisions & Solves Problems – Seeks deeper understanding and takes action. Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency. Collaborates and seeks to understands the root causes of problems. Evaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the time. Takes action that is consistent with available facts, constraints and probable consequences.
- Delights Clients –
for prose. We need to include a section ONLY when posting has real, specific content for it — never emit a heading followed by filler/placeholder text. Thus we need to decide which sections to include: - About the role: could include overview description (company mission, values, etc.) plus maybe the "We offer a unique opportunity..." etc. That's substantive. - Responsibilities: we have responsibilities paragraph plus key accountabilities (list). So we can combine. - Requirements/Qualifications: we have Qualifications And Education Requirements (associate degree, experience, etc.) plus Qualifications (more details). Could combine into Requirements or Qualifications. Since both headings allowed, we could use Requirements for education/experience, and Qualifications for more detailed qualifications. But we need to avoid thin sections. Might be better to have one "Requirements" section covering both education/experience and qualifications. But we have two headings allowed; we could use Requirements for education/experience and Qualifications for the list of qualifications. Both have content. - Skills: we have Key Competencies for Position (list of competencies). That's skills. - Benefits: we have medical, dental, vision insurance, 401K, continuing education opportunities, employee assistance program, Impact Network Groups. Also maybe "competitive compensation with our salary and incentive program" but that's pay. Benefits section should list those. - Pay: we have Salary Range $17.00/hr - $27.50/hr. Also mention base salary indicated reflects compensation range applicable to all levels, actual offers may vary based on factors. That's substantive. - Schedule: no info about schedule (full-time/part-time, hours). Not present, so we should not include Schedule section. We must not repeat job title as heading. We must not put Job ID/requisition numbers as headings. We need to remove boilerplate: EEO, equal opportunity, staffing agency restriction, etc. Also remove duplicated lines. We need to preserve all substantive information: ensure we keep details like "Assists with Loan Process" bullet points, etc. We need to format lists with
- . For prose, use
. We need to avoid filler like "commensurate with experience" etc. Not present. Now craft HTML. Structure:
About the role
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. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank.
That includes values. Now Responsibilities:Responsibilities
The Commercial Banking Specialist works with assigned Relationship Managers (RMs) in the Commercial and Business segments. This position provides sales, administrative, loan, deposit and other relevant support to the RMs. This position also provides primary support for the RM’s clients. The Commercial Banking Specialist understands the overall commercial workflow and processes and works effectively with relevant Bank Partners to resolve client issues and provide a high level of service.
- Assists with Loan Process
- Collaborates with RMs in contacting clients to gather items needed to prepare a complete application for submission (financials, purchase agreements, invoices, etc.).
- Prepares loan requests utilizing required forms or the Commercial Online Application (CML) software.
- Submits applications to the Loan Fulfillment team for further input and processing.
- Reviews and manages open applications in LOS for assigned RMs.
- During the underwriting and pre-closing phase, collaborates with Underwriting teams and Loan Fulfillment to obtain any missing client information (financials, entity documentation, signers, etc.).
- Coordinates loan closings and attends loan closings to perform Notary services.
- Submits closed loan packet to Loan Fulfillment for funding and booking.
- Assists with Portfolio and Credit Administration
- Utilizes the Power BI software to provide assigned RMs with pipeline, portfolio, production and credit information.
- Tracks upcoming loan maturities and contacts clients to request financial information as needed.
- Assists in clearing past due financials, post-closing exceptions, and trailing documents.
- Assists with Depository Process
- Opens commercial depository accounts for assigned RMs and acts as a liaison with Treasury Management, Private Banking, and the Community Banking team to facilitate the depository process.
- Acts as a point person in resolving client depository issues with Client Care and Treasury Management Services.
- Assists with Sales Support and Administrative Needs
- Conducts research and organizes outreach for business development activities.
- Assists and supports assigned RMs with daily activities including calendar management, incoming calls from clients, and client mailings.
- Understands and complies with all applicable compliance rules and regulations.
- inside another
- ? It's allowed but might be okay. However instruction: Use
- for any list of duties/requirements/benefits. Could flatten but nested is still list. Might be okay. But to be safe, we could keep top-level list items each with a heading? But we can keep as is.
Now Requirements (education/experience):
Requirements
Associate degree in administrative services/business or equivalent experience required. Minimum 4 + years of administrative and/or banking experience preferred; 2+ experience working with commercial processes. Strong working knowledge of Microsoft Word and Excel.
Now Qualifications (detailed qualifications):Qualifications
- Focus on providing excellent service to RMs, Clients and Bank Partners.
- Effective written and verbal communication skills in working with RMs, Clients and Bank Partners.
- Ability to communicate with clients and key decision makers effectively and independently.
- Ability to effectively manage time and prioritize meeting deadlines, highly productive and efficient multi‑tasker.
- Appropriate attention to detail and organizational skills.
- Able to adapt and manage changing priorities and deadlines.
- Number of years of progressive or multi‑faceted support experience within Commercial, Wealth or Community verticals at a Bank (or other prior financial institution or related industry).
- Depth and breadth in successful experience with providing high quality customer service by responding to telephone and email inquiries, other requests and resolving problems for both internal bank partners and/or external Commercial and/or Wealth or Community Bank clients.
- Excels and demonstrates effective time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service.
- Possesses thorough working knowledge of concepts, practices, policies and procedures of ONB banking products and services (or other prior financial institution or related industry).
- Utilizes and relies on demonstrated knowledge and/or proficiency products, services, rates, terms, fees, applicable regulations and systems and procedures.
- Effectively ensures that each ONB client or internal partner has appropriate support focused on gaining customer longevity which is demonstrated by consistently going above and beyond to keep our clients at the center.
- Confidence and proven success in making decisions/resolving (complex or unique) situations as matters may be escalated.
- Aptitude or ability to assist in the training (and/or mentoring, coaching, or development) of new or existing team members within and outside of Client Services Commercial.
Skills
- Compelling Communication – Openly and effectively communicates with others. Effectively and transparently shares information and ideas with others. Tailors the delivery of communication in a way that engages the audience and that is easy to understand and retain. Unites others towards common goal. Asks for others' opinions and ideas and listens actively to gain their support when clarifying expectations, agreeing on a solution and checking for satisfaction.
- Makes Decisions & Solves Problems – Seeks deeper understanding and takes action. Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency. Collaborates and seeks to understands the root causes of problems. Evaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the time. Takes action that is consistent with available facts, constraints and probable consequences.
- Delights Clients –
- for any list of duties/requirements/benefits. Could flatten but nested is still list. Might be okay. But to be safe, we could keep top-level list items each with a heading? But we can keep as is.
Now Requirements (education/experience):
- Assists with Loan Process