Private Banker II

Responsibilities

We are currently seeking a Private Banker that will be responsible for the delivery of an exceptional client experience that provides personalized financial guidance and expertise to existing and prospective Private Banking clients. By definition, a Private Banking client is required to maintain total deposit balances of $250,000 or more in qualified accounts at Old National or an emerging professional in certain qualifying professions. The Private Banker is the primary driver of sales for all Private Banking deposit and lending products, a key connector to internal business partners that provide clients with access to specialized financial needs (Wealth/Mortgage/Commercial), and a demonstrated industry expert that can build and retain a relationship portfolio.

Requirements

• Bachelor’s Degree and a minimum of 1 year related work experience or 4+ years’ related work experience.
• 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

Key Measures Of Success/Key Deliverables

• Customer Identification and Acquisition - Proactively screens and identifies prospects for Private Banking through self-sourcing and leveraging of customer information and converts those prospects into Private Banking customers.
• New Business Development (Self-Sourcing) - Prospect and self-source new client opportunities through all available means including internal and external client referrals, networking, reviews of existing books and expanded relationship opportunities, calling efforts, client entertainment, participation in organizations or associations where high/ultra-high net worth customers can be identified, etc.
• Strong Internal Collaboration and Relationships - Establishes a strong collaborative relationship with other business partners to generate internal referral opportunities and acquire and deepen customer relationships.
• Subject Matter Expertise - Acquire increased knowledge and experience in a specific industry (SME) and be “top of mind” in that industry, leverage external relationships and profile, and deliver an enhanced value-add to customers.

Pay

The salary range for this position is $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

Old National 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.