RPS Specialist, Sr

RPS Specialist, Sr

Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.

Responsibilities

The RPS Senior Retirement Specialist is a client-facing role responsible for helping manage and service retirement plan relationships. This role is part of the RPS Product team and will be responsible for overseeing defined contribution and defined benefit retirement plan clients that reside on our trust platform. The Senior Retirement Plan Specialist will also be responsible for overseeing operational aspects, such as ensuring transactions are processed in accordance with ERISA and their governing document. This role will collaborate with business partners across the organization to help document processes and implement ideas that produce a better client experience overall while driving internal benefits and efficiencies.

Key Accountabilities

Serve as Relationship Manager for retirement clients where Old National Bank serves as trustee / custodian for ERISA governed retirement plans, researching and responding to inquiries about their account. Provide service to clients in accordance with our service model, legal governing documents, as well as ERISA (and other regulatory requirements) Collaborate with portfolio managers, wealth advisors, and other business partners as needed to ensure a positive client experience Assist with the day-to-day experience for retirement plan clients, including problem resolution, client service standards, interaction with recordkeepers, actuaries, and third party consultants as needed. Be a technical resource for retirement plan business which resides on our custodial platform, with a specific expertise in Pensions, Defined benefit, Taft Hartley plans, etc. Provide input and execute on the business plan as established for the RPS trust / custodied business. Develop and create client presentation materials for prospective and existing clients as needed Lead assigned projects related to enhancing our product offering and improving the efficiency of our service delivery model. Assist with responding to Request for Proposals (RFPs) for existing / prospective clients Assist in the preparation of RFPs to benchmark providers, services and fees on behalf of existing clients. Lead efforts related to the overall strategy of RPS 'bankside' business Collaborate with Portfolio Managers and other business partners on the servicing of Facilitate Fiduciary and Regulatory reporting requirements

Key Competencies for Position

Relationship building and collaboration; builds relationships with internal partners and clients. Strong attention to detail and accuracy Proactive, self-starter with ability to prioritize work, use time efficiently, and act independently. Has a customer-first mindset Accountability : demonstrated ability to act with a sense of urgency to meet commitments and objectives. Strong administrative / organizational skills

Qualifications and Education Requirements

Education : Bachelor's degree Years of Experience : 3-5 years' related retirement industry experience. Experience with retirement plans (401k, DB, NQ, ESOP) Demonstrated analytical, problem-solving, decision-making, and organizational skills. Effective customer relations, interpersonal, and verbal and written communication skills Proficient utilizing Microsoft Office products, including Excel, Word, and PowerPoint Familiarity with FIS / Trust Desk and Salesforce a plus

Key Measures of Success / Key Deliverables

High regard for our product and service offering to deliver best-in-class service to our customers. Creating partnerships within the team and organization, improving workflows with a comprehensive approach