Talent.com
Relationship Banker
Relationship BankerOld National Bancorp • Brentwood, TN, US
Relationship Banker

Relationship Banker

Old National Bancorp • Brentwood, TN, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Relationship Banker

The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g. Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations.

Salary Range : $17.00 / Hr. - $29.75 / Hr. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.

Key Accountabilities :

  • Consults with clients / prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives.
  • Cross sells products and services and refers to business product partners to ensure client needs are met.
  • Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.)

Achieve Sales and Service Targets :

  • Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls.
  • Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs.
  • Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance.
  • Operations Oversight :

  • Proactively resolves moderate to complex customer maintenance and / or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc.
  • Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience.
  • Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements.
  • Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics.
  • Key Competencies for Position :

  • Culture Leadership :
  • Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences.
  • Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals / objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals.
  • Execution Leadership :
  • Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets.
  • Problem Resolution / Decision-Making With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement.
  • Client Leadership :
  • Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting.
  • Key Measures of Success / Key Deliverables :

  • Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc.
  • Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment.
  • Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts.
  • Position Levels :

    There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a "Market" position that supports all banking centers in a defined market.

    Relationship Banker :

  • Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training.
  • Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles.
  • Qualifications and Education Requirements :

  • High School diploma or GED Equivalent
  • Minimum one year relationship-based client consultation and / or consultative sales experience (banking industry a plus)
  • Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered
  • Relationship Banker II :

  • Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered.
  • Demonstrates consultative sales skills and strong service levels to build and deepen client relationships.
  • Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles.
  • May manage an assigned client portfolio to handle all consumer banking relationship needs.
  • Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations.
  • Completes Relationship Banker Development Program to demonstrate advanced proficiency in role.
  • Qualifications and Education Requirements :

  • High School diploma or GED Equivalent
  • Minimum one year relationship-based client consultation and / or consultative sales experience
  • Minimum one year banking experience including deposit / transaction processing, account servicing, new account opening and consumer lending
  • Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register.
  • 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.

    We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.

    Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team!

    [job_alerts.create_a_job]

    Relationship Banker • Brentwood, TN, US

    [internal_linking.similar_jobs]
    Relationship Banker

    Relationship Banker

    Old National Bank • Brentwood, TN, United States
    [job_card.full_time]
    Old National Bank has been serving clients and communities since 1834.With over $50 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve.As a trusted part...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Drive with DoorDash - Onboarding / Onboard

    Drive with DoorDash - Onboarding / Onboard

    DoorDash • Tennessee
    [job_card.full_time] +1
    Why Become a Shopper with DoorDash?.Turn your shopping skills into extra income.Whether you’re helping someone stock up on groceries or delivering a last-minute convenience order, as a Shopper you ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Personal Trainer

    Personal Trainer

    Fitness Holdings - Crunch Fitness • Hendersonville, TN, US
    [job_card.full_time]
    Are you looking for a career opportunity in one of the fastest growing fitness clubs? With over 45 locations currently and even more planned, this position offers tremendous opportunity for growth ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Personal Trainer - Hendersonville

    Personal Trainer - Hendersonville

    Klasik Fit • Hendersonville, TN, US
    [job_card.part_time]
    Klasik Fit is on the lookout for energetic, bubbly, and excited personal trainers to join our #fitfam.We’re not your average personal trainers, and we’re definitely not like those big-b...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Mortgage Market Leader

    Mortgage Market Leader

    Local Bank • Brentwood, TN, US
    [job_card.full_time]
    The Mortgage Market Leader is responsible for leading and growing the Bank’s mortgage lending operations within the assigned market. This role may be structured as a non-producing manager, pro...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Business Development Manager Air / Ocean / Road Freight | High-Earning Sales Hunters Wanted

    Business Development Manager Air / Ocean / Road Freight | High-Earning Sales Hunters Wanted

    FreightTAS LLC • Statewide, TN, US
    [job_card.full_time]
    Sorry, Visa / sponsorship not available.Business Development Manager Air / Ocean / Road Freight .Salary : $75K - $135K Base + Uncapped Commission . Join a Global Leader in Freight Forwarding & Take You...[show_more]
    [last_updated.last_updated_30] • [promoted]
    CDL-A Tanker Lease Purchase Driver - $3,000 to $7,000 per week in Tennessee

    CDL-A Tanker Lease Purchase Driver - $3,000 to $7,000 per week in Tennessee

    AllTruckJobs • All Cities, TN, US
    [job_card.full_time]
    Sherman Brothers Heavy Trucking .Come join the Sherman Bros Family! Seeking experienced Hazmat Tanker Owner Operator Drivers to all 48 states. Owner operators are paid a percentage plus fuel surchar...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Relationship Banker II

    Relationship Banker II

    Simmons Bank • White House, TN, US
    [job_card.full_time]
    It's Fun To Work In A Company Where People Truly Believe In What They're Doing!.We're committed to bringing passion and customer focus to the business. It's fun to work in a company where people tru...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Relationship Banker - Nashville Southeast Chattanooga Market

    Relationship Banker - Nashville Southeast Chattanooga Market

    Bank of America • Nashville, TN, US
    [job_card.full_time]
    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clien...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Sales Account Executive (Freight Forwarding)

    Senior Sales Account Executive (Freight Forwarding)

    FreightTAS • Statewide, TN, US
    [job_card.full_time]
    Sorry, Visa / sponsorship not available.Senior Sales Account Executive (Freight Forwarding) .International Sales Air / Ocean . Base salary depends on industry and sales experience.Benefits : Monthly ca...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Relationship Banker I (Plus Park Branch)

    Relationship Banker I (Plus Park Branch)

    Nashville Staffing • Nashville, TN, US
    [job_card.full_time]
    Thank you for your interest in a career at Regions.At Regions, we believe associates deserve more than just a job.We believe in offering performance-driven individuals a place where they can build ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Relationship Manager

    Client Relationship Manager

    Ramsey Solutions • Nashville, TN, US
    [job_card.full_time]
    Franklin, TN—on-site, relocation assistance available, flexible schedules available.You might know us from our founder and CEO, Dave Ramsey, who’s given no-nonsense money advice on the radio since ...[show_more]
    [last_updated.last_updated_30]
    Insurance Sales Agent - Tennessee

    Insurance Sales Agent - Tennessee

    The Auto Club Group • Hendersonville, TN, United States
    [job_card.full_time]
    It's a great time to join AAA The Auto Club Group!.JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD.Looking to take your sales career to the next level?. Join America's most trusted brand with...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Personal Trainer

    Personal Trainer

    Svetness Personal Training • Hermitage, TN, US
    [job_card.full_time]
    Are you a dedicated and motivated personal trainer looking to make a significant impact on individuals' lives? We are actively seeking exceptional trainers to join our team and deliver personal...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Local Contract Psychologist - $75-120 per hour

    Local Contract Psychologist - $75-120 per hour

    AHS Staffing • TN, United States
    [job_card.full_time]
    AHS Staffing is seeking a local contract Psychologist for a local contract job in Remote, Tennessee.Job Description & Requirements. PediaStaff is seeking a Clinical Psychologist (PhD or PsyD) to jo...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Teller

    Teller

    TEN Credit Union • Goodlettsville, TN, US
    [job_card.full_time]
    Rivergate Branch (Goodlettsville, TN).Monday - Thursday, 8 : 00 AM - 5 : 00PM & Friday, 8 : 00 AM - 6 : 00PM.Join our dynamic Operations Team in Goodlettsville, TN. Are you passionate about helping peop...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Licensed Marriage and Family Therapist

    Licensed Marriage and Family Therapist

    Headway • Nashville, TN, US
    [job_card.full_time]
    Licensed Marriage and Family Therapist (LMFT).Wage : Between $90-$127 an hour.Licensed Marriage and Family Therapist — Are you ready to launch or expand your private practice? .Headway is...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Family Medicine

    Family Medicine

    CompHealth • Hermitage, Tennessee, US
    [job_card.full_time]
    Family Medicine physician employment in Tennessee : Hermitage, TN, offers physicians a welcoming suburban community with the added benefit of being close to the cultural opportunities of Nashville....[show_more]
    [last_updated.last_updated_30] • [promoted]