Private Banker

Private Banker

Job Description:

The Private Banker develops and maintains long-term relationships with high-value clients by delivering personalized financial solutions, expert guidance, and exceptional customer service. This role focuses on understanding clients’ financial goals, recommending customized banking products and services, identifying new business opportunities, coordinating with specialized banking partners, promoting digital banking solutions, and providing a premium banking experience while supporting client engagement initiatives.

Benefits:

• Employees receive a competitive salary package along with incentive opportunities
• Comprehensive medical, dental, and vision insurance coverage
• Access to a 401(k) retirement savings plan to support long-term financial planning
• Continuing education and professional development opportunities to enhance career growth
• An Employee Assistance Program (EAP) providing confidential resources and support for personal and professional challenges
• Employee network groups that encourage diversity, inclusion, and workplace engagement
• Opportunity for professional growth within a community-focused organization

Key Responsibilities:

• Develop and maintain trusted, long-term relationships with private banking clients.
• Understand client financial objectives and provide personalized banking strategies and solutions.
• Recommend a range of consumer and wealth-focused banking products while connecting clients with Mortgage, Investments, Wealth Management, and other specialized partners.
• Conduct proactive client outreach through relationship reviews, follow-up communication, onboarding activities, marketing initiatives, and client events.
• Manage banking transactions accurately while ensuring compliance with bank policies and regulatory standards.
• Assist clients with account servicing, maintenance requests, and resolution of service-related concerns.
• Educate clients on digital banking solutions, including online banking, mobile banking, and other technology-based financial services.
• Support fraud prevention initiatives by following security procedures and completing required compliance training.
• Contribute to business growth through client acquisition, relationship expansion, referrals, lending support, and retention strategies.
• Represent the bank through networking activities, community involvement, and client engagement opportunities.

Qualifications:

• Bachelor’s degree preferred or high school diploma/GED equivalent with relevant experience.
• Minimum one year of client relationship management, financial consultation, or consultative sales experience preferred.
• Prior banking experience involving deposits, account servicing, lending, investment referrals, and relationship management is preferred.
• Eligible for registration with the National Mortgage Licensing System and Registry (NMLS) or currently registered.

About Us:

Old National Bank has been serving clients and communities since 1834 and has established itself as a trusted regional financial institution with assets exceeding $70 billion. We are dedicated to helping individuals, families, and businesses achieve their financial goals through personalized service, innovative solutions, and strong community partnerships.

Our culture is built on collaboration, integrity, and respect. We are committed to fostering an inclusive workplace where employees from diverse backgrounds have equal opportunities to succeed and grow.

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