Banking Relationship Specialist

Banking Relationship Specialist

Job Description:

The Banking Relationship Specialist is responsible for building and maintaining long-term client relationships by providing personalized financial solutions, expert guidance, and exceptional customer service. This role focuses on strengthening existing client relationships, identifying new business opportunities, referring clients to specialized banking partners, promoting digital banking solutions, and delivering an outstanding banking experience while supporting community outreach initiatives.

Benefits:

• Competitive salary and incentive program
• Medical, dental, and vision insurance
• 401(k) retirement savings plan
• Continuing education and professional development opportunities
• Employee Assistance Program (EAP)
• Impact Network Groups that promote diversity, inclusion, and employee engagement
• Career growth opportunities within a community-focused organization

Responsibilities:

• Build and maintain strong relationships with new and existing clients.
• Identify client financial needs and recommend appropriate banking products and services.
• Cross-sell consumer and small business banking products and refer clients to Mortgage, Investments, Wealth Management, Commercial Banking, and other specialized partners.
• Conduct proactive client outreach through follow-up calls, onboarding activities, marketing campaigns, and community events.
• Process banking transactions accurately while complying with bank policies and regulatory requirements.
• Resolve client service issues and provide account servicing and maintenance.
• Educate clients on digital banking services, including online banking, mobile banking, and ATM solutions.
• Support fraud prevention efforts by following security procedures and completing required training.
• Contribute to branch sales goals through new accounts, lending referrals, and client retention.
• Represent the bank through community outreach and networking activities.

Qualifications:

• High school diploma or GED equivalent.
• Minimum one year of relationship-based client consultation or consultative sales experience (banking experience preferred).
• Experience with deposits, account servicing, new account opening, and consumer lending is preferred.
• Eligible to register with the National Mortgage Licensing System and Registry (NMLS), or currently registered.

About Us:

Old National Bank has proudly served clients and communities since 1834. With over $70 billion in total assets, we are a trusted regional financial institution dedicated to helping individuals, families, and businesses achieve their financial goals. We strengthen the communities we serve through volunteerism, charitable giving, and exceptional client service.

We foster an inclusive workplace built on integrity, collaboration, and respect. As an Equal Opportunity Employer, we welcome applicants from diverse backgrounds and provide equal employment opportunities regardless of race, color, religion, sex, national origin, disability, protected veteran status, sexual orientation, gender identity, or any other legally protected characteristic.

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