PRIVATE BANKING SUPPORT at Old National Bank in Fort Wayne, Indiana

Job Description:

Overview

Old National Bank is honored to be named one of the World's Most Ethical Companies for the 10th consecutive year!

Old National Bank was established in 1834. Today, we are the largest financial services holding company headquartered in Indiana. We provide an array of services to our clients which include Community Banking, Investments, and Wealth Management. At Old National, we believe that by helping our associates balance work life with home life, we create a more productive workforce and a stronger company.

Old National Bank is seeking a Private Banker Support team member in Fort Wayne, IN. The Private Banker Support team member assists in the administration and management of Private Banking client relationships. Private Banking Support is responsible for the delivery of an exceptional client experience and the execution of client operational and servicing needs. This Support team member partners with the Private Banking officer to provide support for all private banking deposits and lending products, the facilitation of all account management and maintenance, and provides tracking and reporting for private banking market teams. By definition, a Private Banking client is required to maintain total deposit balances of $250,000 or more in qualified accounts at Old National. Qualified accounts include personal and business deposit accounts (checking, savings, money market and time deposits), investments and trust assets held at Old National with the same "Owner(s)" as the Private Banking checking account. Business deposits qualify if client is a 25% owner of the business and tracked as a beneficial owner on the account.

Key Accountabilities

Organizational and Administrative Support

• Provides high level of organizational and administrative support to the Private Banking group. Includes maintaining client files and records; completing all required BSA high risk reporting; preparing client mailings; engagement with internal departments to effectively manage client's relationship


• Responsible for the opening and onboarding of new deposit and loan accounts; tracking of all maturing loan and time deposit accounts; assisting in annual client eligibility reviews


• Inputs, prepares, and processes loan documentation. This may include input of loan application, engagement with credit underwriting and CPU, tracking of loan progress updates, and loan closings

• Monitors and executes all tasks required to fulfill customer's service plan/objectives and meet day-to-day inquiries from the client


• Resolution of client issues such as deposit and loan servicing, account transfers, customer concerns or account errors, account overdraft processing and communication, wire transfers, 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


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

• Minimum three years financial services experience preferred; proven track record of opening 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


• NMLS registered or ability to obtain NMLS registration

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 Talent Acquisition Director, VP, to fill a specific position