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Relationship Banker
Relationship Banker-April 2024
Madison
Apr 18, 2025
About Relationship Banker

  JOB REQUIREMENTS: Relationship Banker Job Locations US-WI-MadisonCategory/Function Retail Banking Center Position Type Regular Full-TimeRequisition ID 2023-13664 Workplace Type On Site Overview Old NationalBank has been serving clients and communities since 1834. With \$48billion in total assets, we are a regional powerhouse deeply rooted inthe communities we serve. As a trusted partner, we thrive on helping ourclients achieve their goals and dreams, and we are committed to socialresponsibility and investing in our communities through volunteering andcharitable giving. Our team members are our greatest asset, and wecontinually invest in their growth and development. We offer a varietyof Impact Network Groups led by team members who are passionate aboutdriving engagement, creating awareness of diverse backgrounds andexperiences, and building inclusion across the organization. TheRelationship Banker develops and cultivates long-term clientrelationships by providing insight, advice, and personalized financialsolutions for their clients. Relationship Bankers are responsible forretaining and deepening existing client relationships throughcross-selling, establishing new banking relationships, referring clientsto product partners (e.g., Mortgage, Investments, Small Business,Treasury Management, Merchant Services, Private Banking, WealthManagement, Commercial), educating clients on digital solutions,providing account servicing and maintenance, effectively resolvingclient servicing issues, and processing. Relationship Bankers are activein their communities through outreach efforts and through service withcommunity organizations. Key Accountabilities Develop and grow clientand prospective client relationships Consults with clients/prospectiveclients over the lifecycle of the relationship to uncover needs,educate, and advise on product and service alternatives that align withthe client\'s financial objectives. Cross sells products and servicesand refers to business product partners to ensure client needs are met.Maintains contact with client base through periodic proactive touchpoints (on-boarding, service follow up, etc.) Achieve Sales and ServiceTargets Markets a full range of consumer and small business bankingservices to existing and prospective clients through proactivetechniques such as lobby engagement, outbound telephone calls, marketingcampaigns, or in-house events; may occasionally participate in outsidesales calls. Maintains well-developed knowledge of all products andservices and effectively applies that knowledge to understand andfulfill client needs. Proactively seeks coaching to develop service andsales skills; shares knowledge and best practices to enhance the team\'sskills and performance. Operations Oversight Proactively resolvesmoderate to complex customer maintenance and/or client service... Forfull info follow application link. EOE/Minorities/Females/Vet/Disability***** APPLICATION INSTRUCTIONS: Apply Online:ipc.us/t/EF9E4D862DC94D6E

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