Finance representative jobs in Fargo, ND

**Careers With Purpose** **Sanford Health is one of the largest and fastest-growing not-for-profit health systems in the United States. We're proud to offer many development and advancement opportunities to our nearly 50,000 members of the Sanford Family who are dedicated to the work of health and healing across our broad footprint.** **Facility:** Sanford Broadway Med Ctr **Location:** Fargo, ND **Address:** 801 Broadway N, Fargo, ND 58102, USA **Shift:** Day **Job Schedule:** Full time **Weekly Hours:** 40.00 **Salary Range:** $17.75 - $28.00 **Department Details** Come join the Patient Financial Services team as a Financial Counseling Representative! We are looking for a team player with excellent customer service skills. Experience in healthcare or working with health insurance is a bonus. **Job Summary** The Financial Counseling Representative provides financial counseling to assist patients in understanding their financial responsibility to Sanford and to offer appropriate resources and options to meet that responsibility. Answers billing questions. Reviews patient's insurance coverage and Explanation of Benefits (EOBs). Provides clarification regarding what charges were incurred and why they were incurred. Reviews insurance denials and provides an explanation for the denial to the patient. Reviews payment plan guidelines and assists in setting up payment arrangements. Determines if patient is eligible for payment assistance programs and assists in the application process, if applicable. Educates patients regarding insurance concepts, such as what copayments are, what services are covered, effective dates of coverage, when a referral is needed and the effect on insurance, how to obtain a valid referral and resubmit the claim, and how effective dates of coverage influence insurance payments. May assist patient in filling out medical assistance program paperwork, as well as referrals to Medicaid or other insurance aid or disability programs. Frequently advises uninsured patients on outstanding medical costs associated with procedures performed in a clinic setting and establishes a payment plan. Interacts with patients in-person and must be able to empathize with them while also diffusing strong emotions. Calculates and provides cost estimates for medical procedures, including the patient's anticipated share. Advises on and collects prepayments for services not covered by insurance. May perform guest service duties, as needed. Other duties as assigned. Computer skills sufficient to operate on-line systems and complex software with advanced functionality. Oral and written communication skills sufficient to interpret and apply policies and procedures for clarification and problem resolution. Knowledge of third party payers and basic bookkeeping or accounting principles is required. Requires a thorough understanding of insurance products and the ability to accurately read an EOB to determine what adjustments have been made, what payments have been received, and calculate pending balances. **Qualifications** High school diploma or equivalent preferred. Post-secondary education preferred. Two years' experience in healthcare service or health insurance preferred. **Benefits** Sanford Health offers an attractive benefits package for qualifying full-time and part-time employees. Depending on eligibility, a variety of benefits include health insurance, dental insurance, vision insurance, life insurance, a 401(k) retirement plan, work/life balance benefits, and a generous time off package to maintain a healthy home-work balance. For more information about Total Rewards, visit *********************************** . Sanford is an EEO/AA Employer M/F/Disability/Vet. If you are an individual with a disability and would like to request an accommodation for help with your online application, please call ************** or send an email to ************************ . Sanford Health has a Drug Free Workplace Policy. An accepted offer will require a drug screen and pre-employment background screening as a condition of employment. **Req Number:** R-0236949 **Job Function:** Revenue Cycle **Featured:** No

Financial Professional - New York Life Build a career that matters. At New York Life, we're looking for driven, relational professionals who want to build a long-term career helping individuals, families, and businesses protect what matters most and plan for the future. As a Financial Professional, you'll begin by serving clients as a licensed insurance agent, and then promptly also become a Registered Representative (securities licensed), expanding your ability to provide a full range of financial solutions. What You'll Do - Work with clients to understand their goals and provide personalized insurance and financial strategies. - Help individuals and businesses with needs like insurance, retirement planning, college funding, and legacy planning. - Build long-term relationships through networking, community involvement, and referrals. - Grow your practice with the support of one of the most respected companies in the industry. What We Offer - Training & Development: Comprehensive paid training, licensing support, and mentorship. - Career Growth with defined advancement opportunities - Compensation: Training allowance, competitive commissions, bonuses, and residual income. - Benefits: Group life insurance, health, dental, vision, 401(k), and pension eligibility. - Support: Marketing tools, office support, and the backing of a Fortune 100 company. Who We're Looking For - Goal-oriented, entrepreneurial, and motivated by helping others. - Strong communication and relationship-building skills. - Self-starter who thrives on building something of their own. - Prior experience in sales, finance, or customer service helpful but not required. - Must be willing to obtain state life/health insurance licenses (company provides support). About New York Life New York Life is a Fortune 100 company, one of the largest mutual life insurance companies in the U.S., and has been helping Americans achieve financial security for over 175 years. This is more than a job - it's a career. If you're ready to build a future for yourself while helping others secure theirs, we'd love to talk with you. Two financial professionals will be added in the next 90 days. Apply today for full consideration.

Job DescriptionOur firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!Compensation: $80,000 - $105,000 First Year Average Responsibilities: Gather and assess each client's financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management Serve as a collaborative team player willing to further development through continued training opportunities Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions What You'll Do Build relationships with clients in your community and beyond Learn to assess financial needs and create customized plans Receive ongoing support and mentorship from experienced advisors Use modern tools and technology to manage client accounts Grow your client base through networking and referrals Qualifications: Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential A Bachelor's degree in finance, business administration, or alternate related analytical field is required Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred Up-to-date FINRA Series 7 & 63/66 documents are a bonus What We're Looking For A self-starter with a strong work ethic and a desire to learn Passionate about helping others and making a difference Comfortable talking to people and building long-term relationships Open to feedback and mentorship Interested in a career with flexibility and growth potential About Company Foster Klima is a respected financial services agency affiliated with Guardian Life Insurance Company. With over 150 years of history in the Midwest, we're committed to helping clients - and our advisors - build lasting financial success. We believe in empowering caring, responsible individuals to take control of their financial futures. Let's Talk! If you're ready to start a career that offers purpose, flexibility, and growth, we'd love to hear from you. No sales territory restrictions - you can work with clients across the U.S. once licensed.

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.

Bank Financial Advisor - American Federal Bank Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at American Federal Bank in Fargo, ND would allow you to join the Investment Program at American Federal Bank as a Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at American Federal Bank supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life. This exciting position will allow you to grow your career and business, helping the people and families that look to American Federal Bank for financial solutions. This position will offer: The ability to build a strong client base with the Bank's exceptional referral system Several branch territories with significant deposit base, which includes current clients who need an advisor to support their financial goals The opportunity to find new clients via the bank's client base The opportunity to create client solutions without proprietary products The ability to grow your business with LPL's combination of tools, technology, and support The benefit of LPL's experience helping financial institutions grow and maximize their investment programs The opportunity to capitalize on the bank's reputation and community standing As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes: Access to our proprietary technology and a suite of customized services An open architecture platform with access to thousands of investment products from leading third-party product sponsors Resources and expertise across the firm to help you create client solutions The freedom to create solutions specific to your client's goals Whatever your vision of success, we're with you every step of the way. Requirements: Series 7 and 66 (63/65) required Insurance license required Three or more years of investment sales experience Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with American Federal Bank, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses. ***REQUIRED DISCLOSURE(S) These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, American Federal Bank. Tracking # 1-05026674 Pay Range:$40,000 - $80,000 The salary range is dependent on a number of factors, including the applicant's skill, experience, and work location. This position is also eligible to earn sales incentive compensation.

Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor, you will: Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs. Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community. Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice. Have the flexibility to control your schedule, allowing for work-life balance. Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so. Get the support of specialists from every facet of the organization-such as business development, marketing, technology, engagement, and experienced advisors-as you build your business. Desired Characteristics Our culture and our people are special. We're looking for people who are - or want to become - part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: Self-disciplined, independent and driven to succeed. Motivated by helping others and seeing them achieve their goals. A natural coach or guide with strong interpersonal skills. Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements Bachelor's degree or equivalent experience. Military veterans are encouraged to apply. Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting. Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy: Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify. Medical, dental, vision, disability and accidental death and dismemberment insurance. Pension, 401(k) and retiree medical plans. Ongoing support, training and opportunity for professional growth as you build your business. Well-being programs to help you manage your physical, emotional and financial health. Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to **************************** or call ************ and request Human Resources.

**We're bullish about your future here.** Your experience is valuable to us - and we know you have options. But we offer something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource to help you succeed. A branch office administrator to help you run your branch. World-class products, services and support. And the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your clients' unique and complex needs. Building your practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are a valued part of our firm, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Edward Jones is built to help you positively impact clients' lives, helping them achieve their long-term financial goals as you make a difference in your community. **Key Responsibilities** + Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions and referrals, social media and speaking engagements). + Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. + Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. + Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. + Create a highly engaging environment in the branch of mutual trust, respect, feedback, and accountability. + As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses in good standing. + A firm-provided branch office in the community. + Client support to help lighten the load so you can focus on your clients. + A support network that extends from your client support team office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way. **Benefits:** Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page (*********************************************************************************************** . **Earn salary, commissions, new asset compensation** + No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in + A multi-faceted compensation package that also includes opportunities for profitability bonuses, profit sharing, and incentive travel + The flexibility that you need to balance your personal and professional lives - the best of both worlds As every situation is unique, speaking with a recruiter is recommended. You can may calculate a preliminary total compensation with this calculator (****************************************************************************************************** Hiring Minimum $50,000 Hiring Maximum $125,000 Applications for this role are accepted on an ongoing basis. Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf . Read More About Job Overview **Skills/Requirements** Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment. **What characteristics would make you a successful financial advisor?** + Strong communications skills and self-starter + Love of learning and challenges, including determination to succeed + Skilled in long-term relationship building + Adaptable to new information seeking the right solutions for clients + Comfortable in your ability to think critically + Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, in-depth knowledge of investment products and services with a track record of success + State insurance licenses preferred + Preferred additional professional designations such as CFP or CERTIFIED FINANCIAL PLANNER and/or CRPC or Chartered Retirement Planning Counselor Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones (*********************************************************************** Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones (************************************************************************************ Read More About Awards & Accolades **About Us** Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report (******************************************************************************************************************************************** . ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

Full-time Description The Business & Ag Banker is responsible for building customer relationships and advocacy through proactive business development, management, and analysis of a loan and deposit portfolio. This role focuses on generating new loan and deposit volume, including the solicitation and profiling of prospective clients and maintaining accurate sales/pipeline data. The Business & Ag Banker has a basic knowledge of credit underwriting and collaborates with the credit team to present and analyze client data. Responsibilities Build and develop a network of internal and external resources to build Choice Bank relationships. Act as the primary point of contact for clients seeking credit and lending services. Provide personalized financial advice and solutions based on clients' creditworthiness and financial goals. Explain the terms, conditions, and risks associated with various credit products to clients to help them make informed decisions. Work with clients to structure loan terms, interest rates, and repayment schedules that align with their financial capacity and objectives. Collaborate with internal teams to customize solutions for complex or specialized lending requirements. Actively cross-sell other financial products and services offered by the bank to enhance customer relationships and loyalty. Requirements Minimum of 3 to 4 years of relevant experience with requisite competencies. Bachelor's degree in finance, accounting, or a related field, or relevant experience. Baseline knowledge of credit underwriting. Strong interpersonal and communication skills to build and maintain client relationships. Familiarity with banking regulations and compliance requirements. Ability to work independently and as part of a team. High level of integrity and professionalism. Cultural Alignment Choice is #PeopleFirst, banking second. People don't need just another bank. People need to be supported by a team of trusted partners who will get to know them and their business, understand their challenges, discover their dreams, and recognize the success in bringing people and banking together in our communities. In contributing to our culture, Choice team members are guided by our core values. · Embrace change and encourage innovation. · Know when to ask for help and know when to offer help. · Better the places we live. · Work hard. Do the right thing. Have a little fun. Our vision of Diversity at Choice is supported by our #PeopleFirst mission and our core values. Being #PeopleFirst means that Choice is committed to focusing attention and resources towards creating an environment where everyone feels respected and valued and can do their best work. Doing the right thing means encouraging employees to share their experiences and ideas, and to bring their whole authentic selves to work. Together, we can build an inclusive culture that seeks out, supports, and celebrates diverse voices. We can use our diversity to fuel creativity and innovation and bring us closer to our customers and the communities we serve. Be welcome at Choice. We can see you here. Disclosure This job description is intended to describe the general content of, and requirements for, the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or requirements. All requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a significant risk to the health and safety of themselves or other employees. All employment at Choice Bank is “at will” employment. This position description does not create an employment contract, implied or otherwise.

Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. + Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities. + Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions). + Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast. + Supports customer transactions needs based on customer traffic. + Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community. + Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes. + Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines. + Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures. + Acts as a key member of a collaborative and versatile branch and market team. + Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. + Organizes work information to ensure accuracy and completeness. + Takes the initiative to find creative approaches that make each customer's experience feel personal. + Looks for ways to contribute to the ongoing improvement of the overall customer experience. + Contributes to business results and the overall experience delivered. + May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. + Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. + Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. + Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. + Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. + Complies with legal and regulatory requirements for the jurisdiction. + Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. + Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. + Analyzes issues and determines next steps. + Broader work or accountabilities may be assigned as needed. **Qualifications:** + Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. + Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction. + Appropriate lending qualifications and designations. + Working knowledge of personal and small business customer needs and solutions. + Working knowledge of retail investments and lending products. + Experience in financial services is an asset. + Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. + Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience. + Passionate commitment to helping our customers. + Drive to deliver a personal customer experience. + A focus on results and the ability to thrive in a consultative sales and team-based environment. + Resourceful self-starter with courage and confidence to approach customers. + Readiness to collaborate and work in different capacities as part of a team. + Strong interpersonal skills, including the ability to build rapport and connections with customers. + An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. + Specialized knowledge. + Verbal & written communication skills - Good. + Organization skills - Good. + Collaboration & team skills - Good. + Analytical and problem solving skills - Good. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. **Salary:** $41,714.00 - $62,500.00 **Pay Type:** Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** **About Us** At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************** BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Job DescriptionBenefits: 401(k) matching Bonus based on performance Health insurance Paid time off Signing bonus Competitive salary Training & development A chance to build or continue a career with purpose & growth! We are not your average insurance agency. With the Nelson State Farm team, we're all about people - not just policies. Insurance is about protecting what matters most, and that starts with building real, lasting relationships with our clients. We're looking for friendly, motivated people who want to make a difference in others' lives while creating unlimited income for themselves. If you're someone that cares about doing the right thing, loves your community, and wants the freedom to grow your career on your terms, we'd love to talk. WHAT YOU'LL DO: Get to know people, really get to know them, and understand their insurance needs Help clients decide the right coverage plan to protect their families, incomes, homes, businesses & futures Prospect new clients through referrals, leads, social media, and community events Hit your sales goals and enjoy the rewards that come with it Keep learning and growing with our support, tools, and training WHAT YOU'LL BRING: Communication and listening skills Drive, self-motivation, and positive mindset Ability to manage your time and stay organized Willingness to obtain your professional insurance licenses SOUND LIKE A FIT? Ready to grow a meaningful career where you're rewarded for your hard work and the relationships you build? We'd love to connect! Apply - let's see what's possible together.

You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You're energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you'll also have the opportunity to take ownership of your career development through a variety of cross-training opportunities. As an Associate Relationship Banker in our Branch Banking team, you'll take a lead role in delivering an outstanding experience to Chase customers. You'll welcome and assist customers that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs, by opening the right accounts and products for customers contributing to the success of the branch. You'll be making the lives of customers easier by sharing and setting up self-service Job responsibilities Engages clients making them feel welcomed and delivering an exceptional customer experience by acting with a customer-first attitude Engages with clients that enter the branch by making a personal connection, asking open ended questions, and listening to make recommendations on their accounts, financial, and complex servicing needs Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs, whenever, wherever, and however they want. Meets with branch assigned customers in person and over the phone to continue building lasting relationships, discover financial needs, tailor products, and offer new tools to help customers meet their consumer banking and investment goals. Partners with licensed bankers, financial advisors, mortgage bankers, and business relationship Managers to connect customers to experts who can help them with specialized financial needs Assists branches by performing branch operations when needed, which may include acting in dual control and assisting with maintenance of cash devices including cash vaults and ATMs while adhering to all bank policies and procedures. Required qualifications, capabilities, and skills 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results High school degree, GED, or foreign equivalent Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training Excellent communication skills in person and over the phone with proven ability to tailor features and benefits of products and services to customers with differing needs Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills College degree or military equivalent Professional, thorough, and organized with strong follow-up skills Exude confidence with clients when sharing product knowledge and solutions Experience adhering to policies, procedures, and regulatory banking requirements Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

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 We are currently seeking a Commercial Banking Specialist that works with assigned Relationship Managers (RMs) in the Commercial and Business segments. This position provides sales, administrative, loan, deposit and other relevant support to the RMs. This position also provides primary support for the RM's clients. The Commercial Banking Specialist understands the overall commercial workflow and processes and works effectively with relevant Bank Partners to resolve client issues and provide a high level of service. Commercial Banking Specialist roles may vary - this position may be filled at a different level depending on the candidate's qualifications and relevant experience. Factors may include but are not limited to: Number of years of progressive or multi-faceted support experience within Commercial, Wealth or Community verticals at a Bank (or other prior financial institution or related industry) Depth and breadth in successful experience with providing high quality customer service by responding to telephone and email inquiries, other requests and resolving problems for both internal bank partners and/or external Commercial and/or Wealth or Community Bank clients Excels and demonstrates effective time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service Possesses thorough working knowledge of concepts, practices, policies and procedures of ONB banking products and services (or other prior financial institution or related industry) Utilizes and relies on demonstrated knowledge and/or proficiency products, services, rates, terms, fees, applicable regulations and systems and procedures Effectively ensures that each ONB client or internal partner has appropriate support focused on gaining customer longevity which is demonstrated by consistently going above and beyond to keep our clients at the center Confidence and proven success in making decisions/resolving (complex or unique) situations as matters may be escalated Aptitude or ability to assist in the training (and/or mentoring, coaching, or development) of new or existing team members within and outside of Client Services Commercial Salary Range The salary range for this position is $17.00/hr. - $27.50/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location. Key Accountabilities Assists with Loan Process Collaborates with RMs in contacting clients to gather items needed to prepare a complete application for submission (financials, purchase agreements, invoices, etc.). Prepares loan requests utilizing required forms or the Commercial Online Application (CML) software. Submits applications to the Loan Fulfillment team for further input and processing. Reviews and manages open applications in LOS for assigned RMs. During the underwriting and pre-closing phase, collaborates with Underwriting teams and Loan Fulfillment to obtain any missing client information (financials, entity documentation, signers, etc.). Coordinates loan closings and attends loan closings to perform Notary services if necessary Submits closed loan packet to Loan Fulfillment for funding and booking. Assists with Portfolio and Credit Administration Utilizes the Power BI software to provide assigned RMs with pipeline, portfolio, production and credit information. Tracks upcoming loan maturities and contacts clients to request financial information as needed. Assists in clearing past due financials, post-closing exceptions, and trailing documents. Assists with Depository Process Opens commercial depository accounts for assigned RMs and acts as a liaison with Treasury Management, Private Banking, and the Community Banking team to facilitate the depository process. Acts as a point person in resolving client depository issues with Client Care and Treasury Management Services. Assists with Sales Support and Administrative Needs Conducts research and organizes outreach for business development activities. Assists and supports assigned RMs with daily activities including calendar management, incoming calls from clients, and client mailings. Understands and complies with all applicable compliance rules and regulations. Key Competencies for Position Compelling Communication - Openly and effectively communicates with others. Effectively and transparently shares information and ideas with others. Tailors the delivery of communication in a way that engages the audience and that is easy to understand and retain. Unites others towards common goal. Asks for others' opinions and ideas and listens actively to gain their support when clarifying expectations, agreeing on a solution and checking for satisfaction. Makes Decisions & Solves Problems - Seeks deeper understanding and takes action. Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency. Collaborates and seeks to understands the root causes of problems. Evaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the time. Takes action that is consistent with available facts, constraints and probable consequences. Delights Clients - Continuously seeks and applies knowledge leading to a best-in-class client experience. Passionately serves internal/external clients with excellence. Maintains a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally. Understands data, metrics and/or financial information, and how they tie to client satisfaction and business outcomes related to position, client and/or team. Nurtures client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder value. Promotes Change - Seeks to understand and embrace change. Actively seeks, information to understand the rationale, implications and impact for changes. Remains agile by quickly modifying daily behavior, leveraging resources, and trying new approaches to effectively embrace change. Willing to act quickly, learn and adjust as needed. Identifies and recommends changes to leadership to improve performance. Qualifications and Education Requirements Associate degree in administrative services/business or equivalent experience required. Minimum 4 + years of administrative and/or banking experience preferred; 2+ experience working with commercial processes. Strong working knowledge of Microsoft Word and Excel. Focus on providing excellent service to RMs, Clients and Bank Partners. Effective written and verbal communication skills in working with RMs, Clients and Bank Partners. Ability to communicate with clients and key decision makers effectively and independently. Ability to effectively manage time and prioritize meeting deadlines, highly productive and efficient multi-tasker. Appropriate attention to detail and organizational skills. Able to adapt and manage changing priorities and deadlines. 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. 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 We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)

Sanford Health is one of the largest and fastest-growing not-for-profit health systems in the United States. We're proud to offer many development and advancement opportunities to our nearly 50,000 members of the Sanford Family who are dedicated to the work of health and healing across our broad footprint. Work Shift: Day (United States of America) Scheduled Weekly Hours: 40Salary Range: $17.75 - $28.00 Union Position: No Department Details Come join the Patient Financial Services team as a Financial Counseling Representative! We are looking for a team player with excellent customer service skills. Experience in healthcare or working with health insurance is a bonus. Summary The Financial Counseling Representative provides financial counseling to assist patients in understanding their financial responsibility to Sanford and to offer appropriate resources and options to meet that responsibility. Job Description Answers billing questions. Reviews patient's insurance coverage and Explanation of Benefits (EOBs). Provides clarification regarding what charges were incurred and why they were incurred. Reviews insurance denials and provides an explanation for the denial to the patient. Reviews payment plan guidelines and assists in setting up payment arrangements. Determines if patient is eligible for payment assistance programs and assists in the application process, if applicable. Educates patients regarding insurance concepts, such as what copayments are, what services are covered, effective dates of coverage, when a referral is needed and the effect on insurance, how to obtain a valid referral and resubmit the claim, and how effective dates of coverage influence insurance payments. May assist patient in filling out medical assistance program paperwork, as well as referrals to Medicaid or other insurance aid or disability programs. Frequently advises uninsured patients on outstanding medical costs associated with procedures performed in a clinic setting and establishes a payment plan. Interacts with patients in-person and must be able to empathize with them while also diffusing strong emotions. Calculates and provides cost estimates for medical procedures, including the patient's anticipated share. Advises on and collects prepayments for services not covered by insurance. May perform guest service duties, as needed. Other duties as assigned. Computer skills sufficient to operate on-line systems and complex software with advanced functionality. Oral and written communication skills sufficient to interpret and apply policies and procedures for clarification and problem resolution. Knowledge of third party payers and basic bookkeeping or accounting principles is required. Requires a thorough understanding of insurance products and the ability to accurately read an EOB to determine what adjustments have been made, what payments have been received, and calculate pending balances. Qualifications High school diploma or equivalent preferred. Post-secondary education preferred. Two years' experience in healthcare service or health insurance preferred. Sanford is an EEO/AA Employer M/F/Disability/Vet. If you are an individual with a disability and would like to request an accommodation for help with your online application, please call ************** or send an email to ************************.

Application Deadline: 01/13/2026 Address: 4001 13th Ave. South Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. * Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities. * Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions). * Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast. * Supports customer transactions needs based on customer traffic. * Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community. * Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes. * Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines. * Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures. * Acts as a key member of a collaborative and versatile branch and market team. * Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. * Organizes work information to ensure accuracy and completeness. * Takes the initiative to find creative approaches that make each customer's experience feel personal. * Looks for ways to contribute to the ongoing improvement of the overall customer experience. * Contributes to business results and the overall experience delivered. * May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. * Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. * Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. * Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. * Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. * Complies with legal and regulatory requirements for the jurisdiction. * Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. * Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. * Analyzes issues and determines next steps. * Broader work or accountabilities may be assigned as needed. Qualifications: * Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. * Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction. * Appropriate lending qualifications and designations. * Working knowledge of personal and small business customer needs and solutions. * Working knowledge of retail investments and lending products. * Experience in financial services is an asset. * Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. * Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience. * Passionate commitment to helping our customers. * Drive to deliver a personal customer experience. * A focus on results and the ability to thrive in a consultative sales and team-based environment. * Resourceful self-starter with courage and confidence to approach customers. * Readiness to collaborate and work in different capacities as part of a team. * Strong interpersonal skills, including the ability to build rapport and connections with customers. * An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. * Specialized knowledge. * Verbal & written communication skills - Good. * Organization skills - Good. * Collaboration & team skills - Good. * Analytical and problem solving skills - Good. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary: $41,714.00 - $62,500.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

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 We are currently seeking a Commercial Banking Specialist that works with assigned Relationship Managers (RMs) in the Commercial and Business segments. This position provides sales, administrative, loan, deposit and other relevant support to the RMs. This position also provides primary support for the RM's clients. The Commercial Banking Specialist understands the overall commercial workflow and processes and works effectively with relevant Bank Partners to resolve client issues and provide a high level of service. Commercial Banking Specialist roles may vary - this position may be filled at a different level depending on the candidate's qualifications and relevant experience. Factors may include but are not limited to: * Number of years of progressive or multi-faceted support experience within Commercial, Wealth or Community verticals at a Bank (or other prior financial institution or related industry) * Depth and breadth in successful experience with providing high quality customer service by responding to telephone and email inquiries, other requests and resolving problems for both internal bank partners and/or external Commercial and/or Wealth or Community Bank clients * Excels and demonstrates effective time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service * Possesses thorough working knowledge of concepts, practices, policies and procedures of ONB banking products and services (or other prior financial institution or related industry) * Utilizes and relies on demonstrated knowledge and/or proficiency products, services, rates, terms, fees, applicable regulations and systems and procedures * Effectively ensures that each ONB client or internal partner has appropriate support focused on gaining customer longevity which is demonstrated by consistently going above and beyond to keep our clients at the center * Confidence and proven success in making decisions/resolving (complex or unique) situations as matters may be escalated * Aptitude or ability to assist in the training (and/or mentoring, coaching, or development) of new or existing team members within and outside of Client Services Commercial Salary Range The salary range for this position is $17.00/hr. - $27.50/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location. Key Accountabilities Assists with Loan Process * Collaborates with RMs in contacting clients to gather items needed to prepare a complete application for submission (financials, purchase agreements, invoices, etc.). * Prepares loan requests utilizing required forms or the Commercial Online Application (CML) software. Submits applications to the Loan Fulfillment team for further input and processing. * Reviews and manages open applications in LOS for assigned RMs. * During the underwriting and pre-closing phase, collaborates with Underwriting teams and Loan Fulfillment to obtain any missing client information (financials, entity documentation, signers, etc.). * Coordinates loan closings and attends loan closings to perform Notary services if necessary * Submits closed loan packet to Loan Fulfillment for funding and booking. Assists with Portfolio and Credit Administration * Utilizes the Power BI software to provide assigned RMs with pipeline, portfolio, production and credit information. * Tracks upcoming loan maturities and contacts clients to request financial information as needed. * Assists in clearing past due financials, post-closing exceptions, and trailing documents. Assists with Depository Process * Opens commercial depository accounts for assigned RMs and acts as a liaison with Treasury Management, Private Banking, and the Community Banking team to facilitate the depository process. * Acts as a point person in resolving client depository issues with Client Care and Treasury Management Services. Assists with Sales Support and Administrative Needs * Conducts research and organizes outreach for business development activities. * Assists and supports assigned RMs with daily activities including calendar management, incoming calls from clients, and client mailings. * Understands and complies with all applicable compliance rules and regulations. Key Competencies for Position Compelling Communication - Openly and effectively communicates with others. * Effectively and transparently shares information and ideas with others. * Tailors the delivery of communication in a way that engages the audience and that is easy to understand and retain. * Unites others towards common goal. * Asks for others' opinions and ideas and listens actively to gain their support when clarifying expectations, agreeing on a solution and checking for satisfaction. Makes Decisions & Solves Problems - Seeks deeper understanding and takes action. * Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency. * Collaborates and seeks to understands the root causes of problems. * Evaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the time. * Takes action that is consistent with available facts, constraints and probable consequences. Delights Clients - Continuously seeks and applies knowledge leading to a best-in-class client experience. * Passionately serves internal/external clients with excellence. * Maintains a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally. * Understands data, metrics and/or financial information, and how they tie to client satisfaction and business outcomes related to position, client and/or team. * Nurtures client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder value. Promotes Change - Seeks to understand and embrace change. * Actively seeks, information to understand the rationale, implications and impact for changes. * Remains agile by quickly modifying daily behavior, leveraging resources, and trying new approaches to effectively embrace change. * Willing to act quickly, learn and adjust as needed. * Identifies and recommends changes to leadership to improve performance. Qualifications and Education Requirements * Associate degree in administrative services/business or equivalent experience required. * Minimum 4 + years of administrative and/or banking experience preferred; 2+ experience working with commercial processes. * Strong working knowledge of Microsoft Word and Excel. * Focus on providing excellent service to RMs, Clients and Bank Partners. * Effective written and verbal communication skills in working with RMs, Clients and Bank Partners. * Ability to communicate with clients and key decision makers effectively and independently. * Ability to effectively manage time and prioritize meeting deadlines, highly productive and efficient multi-tasker. * Appropriate attention to detail and organizational skills. * Able to adapt and manage changing priorities and deadlines. 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. 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

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 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 We are currently seeking a Commercial Banking Specialist that will work with assigned Relationship Managers (RMs) in the Commercial and Business segments. This position provides sales, administrative, loan, deposit and other relevant support to the RMs. This position also provides primary support for the RM's clients. The Commercial Banking Specialist understands the overall commercial workflow and processes and works effectively with relevant Bank Partners to resolve client issues and provide a high level of service. Commercial Banking Specialist roles may vary - this position may be filled at a different level depending on the candidate's qualifications and relevant experience. Factors may include but are not limited to: * Number of years of progressive or multi-faceted support experience within Commercial, Wealth or Community verticals at a Bank (or other prior financial institution or related industry) * Depth and breadth in successful experience with providing high quality customer service by responding to telephone and email inquiries, other requests and resolving problems for both internal bank partners and/or external Commercial and/or Wealth or Community Bank clients * Excels and demonstrates effective time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service * Possesses thorough working knowledge of concepts, practices, policies and procedures of ONB banking products and services (or other prior financial institution or related industry) * Utilizes and relies on demonstrated knowledge and/or proficiency products, services, rates, terms, fees, applicable regulations and systems and procedures * Effectively ensures that each ONB client or internal partner has appropriate support focused on gaining customer longevity which is demonstrated by consistently going above and beyond to keep our clients at the center * Confidence and proven success in making decisions/resolving (complex or unique) situations as matters may be escalated * Aptitude or ability to assist in the training (and/or mentoring, coaching, or development) of new or existing team members within and outside of Client Services Commercial Salary Range The salary range for this position is $18.25 /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 Assists with Commercial Support and Administrative Needs * Assists and supports assigned RMs with daily activities including calendar management, incoming calls from clients, and client mailings. * Point of contact for clients-puts the client at the center of all decisions; takes actions to create a high level of service to internal and external clients; makes and maintains long-term relationships with clients. * Conducts research and organizes outreach for business development activities. * Understands and complies with all applicable compliance rules and regulations. * Resolve client issues by seeking to identify what caused the issue and working collaboratively with the relevant Bank Partners. Assists with Depository Process * Gathers items needed to open commercial depository accounts for assigned RMs and acts as a liaison with Treasury Management, Private Banking, and the Community Banking team to facilitate the depository process. * Acts as a point person in resolving client depository issues with Client Care and Treasury Management Services. Assists with Loan Process * Collaborates with RMs in contacting clients to gather items needed to prepare a complete application for submission (financials, purchase agreements, invoices, etc.). * Prepares loan requests utilizing required forms or the Commercial Online Application (CML) software. Submits applications to the Loan Fulfillment team for further input and processing. * Reviews and manages open applications in CML for assigned RMs. * During the underwriting and pre-closing phase, collaborates with Underwriting teams and Loan Fulfillment to obtain any missing client information (financials, entity documentation, signers, etc.). * Coordinates loan closings and attends loan closings to perform Notary services. * Submits closed loan packet to Loan Fulfillment for funding and booking. Assists with Portfolio and Credit Administration * Utilizes the Power BI software to provide assigned RMs with pipeline, portfolio, production and credit information. * Tracks upcoming loan maturities and contacts clients to request financial information as needed. * Assists in clearing past due financials, post-closing exceptions, and trailing documents. Qualifications and Education Requirements * Associate's degree in Administrative Services/Business or equivalent experience required. * Minimum three years of administrative and/or banking experience preferred; 1+ years of experience working with commercial processes. * Ability to communicate with clients and key decision makers effectively and independently. * Strong working knowledge of Microsoft Word and Excel. * Priority focus on providing excellent service to RMs, Clients and Bank Partners. * Effective written and verbal communication skills in working with RMs, Clients and Bank Partners. * Appropriate attention to detail and organizational skills. * Able to adapt and manage changing priorities and deadlines. 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. 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 Head 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!

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 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 We are currently seeking a Commercial Banking Specialist that will work with assigned Relationship Managers (RMs) in the Commercial and Business segments. This position provides sales, administrative, loan, deposit and other relevant support to the RMs. This position also provides primary support for the RM's clients. The Commercial Banking Specialist understands the overall commercial workflow and processes and works effectively with relevant Bank Partners to resolve client issues and provide a high level of service. Commercial Banking Specialist roles may vary - this position may be filled at a different level depending on the candidate's qualifications and relevant experience. Factors may include but are not limited to: Number of years of progressive or multi-faceted support experience within Commercial, Wealth or Community verticals at a Bank (or other prior financial institution or related industry) Depth and breadth in successful experience with providing high quality customer service by responding to telephone and email inquiries, other requests and resolving problems for both internal bank partners and/or external Commercial and/or Wealth or Community Bank clients Excels and demonstrates effective time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service Possesses thorough working knowledge of concepts, practices, policies and procedures of ONB banking products and services (or other prior financial institution or related industry) Utilizes and relies on demonstrated knowledge and/or proficiency products, services, rates, terms, fees, applicable regulations and systems and procedures Effectively ensures that each ONB client or internal partner has appropriate support focused on gaining customer longevity which is demonstrated by consistently going above and beyond to keep our clients at the center Confidence and proven success in making decisions/resolving (complex or unique) situations as matters may be escalated Aptitude or ability to assist in the training (and/or mentoring, coaching, or development) of new or existing team members within and outside of Client Services Commercial Salary Range The salary range for this position is $18.25 /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 Assists with Commercial Support and Administrative Needs Assists and supports assigned RMs with daily activities including calendar management, incoming calls from clients, and client mailings. Point of contact for clients-puts the client at the center of all decisions; takes actions to create a high level of service to internal and external clients; makes and maintains long-term relationships with clients. Conducts research and organizes outreach for business development activities. Understands and complies with all applicable compliance rules and regulations. Resolve client issues by seeking to identify what caused the issue and working collaboratively with the relevant Bank Partners. Assists with Depository Process Gathers items needed to open commercial depository accounts for assigned RMs and acts as a liaison with Treasury Management, Private Banking, and the Community Banking team to facilitate the depository process. Acts as a point person in resolving client depository issues with Client Care and Treasury Management Services. Assists with Loan Process Collaborates with RMs in contacting clients to gather items needed to prepare a complete application for submission (financials, purchase agreements, invoices, etc.). Prepares loan requests utilizing required forms or the Commercial Online Application (CML) software. Submits applications to the Loan Fulfillment team for further input and processing. Reviews and manages open applications in CML for assigned RMs. During the underwriting and pre-closing phase, collaborates with Underwriting teams and Loan Fulfillment to obtain any missing client information (financials, entity documentation, signers, etc.). Coordinates loan closings and attends loan closings to perform Notary services. Submits closed loan packet to Loan Fulfillment for funding and booking. Assists with Portfolio and Credit Administration Utilizes the Power BI software to provide assigned RMs with pipeline, portfolio, production and credit information. Tracks upcoming loan maturities and contacts clients to request financial information as needed. Assists in clearing past due financials, post-closing exceptions, and trailing documents. Qualifications and Education Requirements Associate's degree in Administrative Services/Business or equivalent experience required. Minimum three years of administrative and/or banking experience preferred; 1+ years of experience working with commercial processes. Ability to communicate with clients and key decision makers effectively and independently. Strong working knowledge of Microsoft Word and Excel. Priority focus on providing excellent service to RMs, Clients and Bank Partners. Effective written and verbal communication skills in working with RMs, Clients and Bank Partners. Appropriate attention to detail and organizational skills. Able to adapt and manage changing priorities and deadlines. 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. 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 Head 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! We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)

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 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 The salary range for this position is $17.00/hr. - $27.50/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location. Key Accountabilities Develop and grow client and prospective client relationships 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. 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. 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.

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 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 The salary range for this position is $17.00/hr. - $27.50/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location. Key Accountabilities Develop and grow client and prospective client relationships 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. 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. 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. We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)