Banking Advisor

Job Description for Banking Advisor:

The Banking Advisor is responsible for developing and maintaining strong client relationships by providing personalized financial guidance, recommending suitable banking solutions, and delivering exceptional customer service. This role focuses on understanding client financial needs, identifying new business opportunities, connecting clients with specialized banking partners, promoting digital banking solutions, and creating an excellent banking experience while supporting community engagement initiatives.

Benefits for Banking Advisor:

• Employees are provided with an incentive-based compensation program along with a competitive salary
• Insurance options for accessing medical, dental, and vision treatments
• Contributions made to a 401(k) retirement savings plan are typically deducted from an employee's paycheck before taxes are applied
• Professional development opportunities provide avenues for honing existing skills and acquiring new ones
• Employee Assistance Program (EAP) is a workplace initiative designed to provide employees with access to confidential counseling and support services
• Encouraging diversity and inclusivity within network groups can lead to increased employee engagement across the organization
• Potential for professional expansion in a community-focused setting

Responsibilities for Banking Advisor:

• Build and maintain long-term relationships with new and existing clients.
• Evaluate client financial needs and recommend appropriate banking products and services.
• Promote consumer and small business banking solutions while connecting clients with Mortgage, Investments, and Wealth Management specialists.
• Strengthen client relationships through proactive outreach, follow-up calls, onboarding activities, marketing campaigns, and community events.
• Process financial transactions accurately while ensuring compliance with bank policies and regulatory requirements.
• Assist clients with account servicing, maintenance requests, and resolving service-related concerns.
• Educate clients about digital banking solutions, including online banking, mobile banking, and ATM services.
• Support fraud prevention efforts by following security procedures and completing required training programs.
• Help achieve branch sales goals through new account growth, lending support, client referrals, and relationship retention.
• Represent the bank by participating in community outreach and networking activities.

Qualifications for Banking Advisor:

• High school diploma or GED equivalent required.
• Minimum one year of client consultation experience focused on building relationships, with consultative sales or banking experience preferred.
• At least one year of banking experience involving deposits, account servicing, new account opening, and consumer lending is preferred.
• Eligible for NMLS registration or currently registered with the National Mortgage Licensing System and Registry (NMLS).

About Us:

For over 180 years, Old National Bank has been dedicated to assisting clients and communities, with assets exceeding $70 billion. As a trusted regional bank, our mission is to help individuals, families, and businesses achieve their financial goals. We remain committed to strengthening the communities we serve through volunteerism, charitable giving, and exceptional client service.

Upholding values of collaboration, integrity, and respect, our workplace promotes inclusiveness and equal opportunity. We welcome candidates from diverse backgrounds and provide fair employment opportunities without discrimination.

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