Private Banker II

Responsibilities

• Conduct initial needs assessment for customer and engage appropriate ONB business partners according to identified needs.
• Work collaboratively with an ONB Wealth Advisor to effectively manage and deepen client relationships within portfolio.
• Provide a superior level of client service, conduct regular meetings and calls with clients to review pertinent financial information, engage product partners/specialist in client meetings and product delivery, and continue to understand and provide solutions designed to meet the best interests of the client as their needs change and evolve.
• Maintain up-to-date advanced knowledge of Private Banking product offerings and processes, changing legislation, and current industry trends and practices and utilize those as a part of the relationship management process.
• Identify, focus and engage in a subject matter area of expertise that provides unique exposure to specific areas of industry.
• Leverage this exposure to gain access and opportunity for new business development and creation of centers of influence.

Requirements

• Bachelor’s Degree and a minimum of 1 year related work experience or 4+ years’ related work experience.
• Minimum of 1 year related work experience or 4+ years’ related work experience with a financial institution focusing on client service and sales, preferably in the affluent/high net-worth segment, strongly desired.
• Must demonstrate a high level of professionalism and financial/banking industry knowledge, superior client service, and the ability to interact with clients and associates at all levels.
• NMLS registered or ability to obtain NMLS registration.
• Financial Planning background or experience preferred, but not required.

Qualifications And Education Requirements

• Bachelor’s Degree.
• Minimum of 1 year related work experience or 4+ years’ related work experience.
• Minimum of 1 year related work experience or 4+ years’ related work experience with a financial institution focusing on client service and sales, preferably in the affluent/high net-worth segment, strongly desired.

Pay

Salary Range: $62,300 - $153,000 per year. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. This position may be filled as a Private Banker or Sr. Private Banker. Depending on skills, qualifications and number of years of experience.

Schedule

Not specified.

Benefits

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.