Old National Bank was established in 1834. Today we are the largest financial services holding company headquartered in Indiana. We provide an array of services to our clients which include Retail Banking, Investments, Wealth Management and Insurance. At Old National we believe that by helping our associates balance work life with home life, we create a more productive workforce and a stronger company. In 2018, Ethisphere Institute announced Old National Bank as one of the World’s Most Ethical Companies for the seventh consecutive year. We are seeking a Private Banker III to cover the Louisville, KY. region. You will be responsible for providing specialized bank services to the affluent clients and serving their total banking needs. Responsibilities will be but not limited to: Develop and manage a portfolio of high profile/high net worth clients, handling deposits needs, consumer lending needs, comprehensive financial profiling and acting as a liaison to other internal product partners – commercial lenders, trust, retail banking partners and investment counselors. Provide a complete financial diagnosis on clients by analyzing all of the financial data obtained with a Financial Needs Assessment –Utilize financial statement analysis skills to advise the client of the options and opportunities available for them to achieve maximum performance of their assets and liabilities. Expose them to the proper delivery channel consistent with their needs by acting as a referral partner with Old National’s various lines of business. Network with high profile potential clients to bring in new relationships and accounts. Network in the market through involvement in the community and related organizations. Coordinate/lead delivery of all banking products to the client by working with support staff to deliver documents in a timely manner. Skills and Qualifications:
Bachelors Degree or equivalent working experience Minimum five years banking experience which includes a minimum of three years sales and business development experience with high net worth clientsPrior experience managing day to day operations including ability to achieve established goals (checking, savings and CD , investment , mortgage and trust) Must be able to read and interpret documents such as loan documents and credit reportsExtremely professional with the ability to interact with clients and associates at all levelsPrior high level community involvement necessary (board memberships, organization affiliations, etc)Willingness and ability to meet with clients and other banking partners at locations convenient for them Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
Location/Region: Fort Wayne, IN (US)