Banking Consultant

Job Description for Banking Consultant:

The Banking Consultant is responsible for building and maintaining long-term client relationships by providing personalized financial guidance, recommending suitable banking solutions, and delivering exceptional customer service. This role focuses on understanding client needs, identifying business opportunities, connecting clients with specialized banking partners, promoting digital banking solutions, and ensuring an outstanding banking experience while supporting community engagement initiatives.

Benefits for Banking Consultant:

• The company offers a competitive pay scale coupled with incentives for employees
• Plans that cover medical, dental, and vision expenses
• The funds contributed to a 401(k) retirement savings plan can be invested in various financial instruments such as stocks, bonds, and mutual funds
• Continuing education offerings serve as platforms for professionals to stay current with industry trends
• EAP offers employees a confidential outlet for seeking assistance and guidance with personal or work-related issues
• Network groups play a crucial role in promoting diversity and inclusion, ultimately enhancing employee engagement within the company
• Prospect to progress within an organization that prioritizes community impact

Responsibilities for Banking Consultant:

• Develop and maintain strong relationships with new and existing clients.
• Understand client financial goals and recommend appropriate banking products and services.
• Promote consumer and small business banking solutions while connecting clients with specialized teams such as Mortgage, Investments, and Wealth Management.
• Engage with clients through follow-up calls, onboarding activities, marketing campaigns, and community events.
• Process banking transactions accurately while following established bank policies and regulatory requirements.
• Assist clients with account servicing, maintenance requests, and resolving service-related concerns.
• Educate clients on digital banking solutions, including online banking, mobile banking, and ATM services.
• Support fraud prevention efforts by following security procedures and completing required training programs.
• Contribute to branch sales goals through new account acquisition, lending support, referrals, and client retention activities.
• Represent the bank through community outreach and networking activities.

Qualifications for Banking Consultant:

• High school diploma or GED certificate required.
• Minimum one year of client consultation experience focused on relationship building, 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:

Established in 1834, Old National Bank has been a trusted partner for clients and communities for generations. With assets exceeding $70 billion, we are committed to helping individuals, families, and businesses achieve their financial goals. We continue to strengthen the communities we serve through volunteerism, charitable giving, and exceptional client service.

Through fostering a workplace centered on collaboration, integrity, and respect, we embrace a diverse workforce and provide equal employment opportunities for qualified candidates regardless of legally protected characteristics.

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