Private Wealth Administrative Specialist
First Merchants Bank job in Indianapolis, IN
Job Description
First Merchants Bank is seeking a Private Wealth Administrative Specialist to join our team! This position will provide administrative support to Private Wealth client facing employees (officers) in a specific discipline. Private Wealth disciplines include Private Banking, Wealth Management and Advisory, Retirement Services and Advisory, and IRA Operations.
As part of this role you will:
Provide administrative support for assigned officers, in the administration of accounts within the limits of authority.
Coordinate communications, appointments, documentation, etc. between the officers and their clients.
Process tasks requested by the officer by completing transaction in the software or completing necessary paper tickets.
Maintain compliance on behalf of the organization by validating completed requests and monitoring daily and monthly reports.
Prepare, complete and process necessary paperwork and transactions for opening, maintaining, and closing accounts.
Research and assemble data and reports for officers.
Assist officers with follow up on action items for clients and internal requests.
Create presentation materials utilizing Power Point and Adobe DC.
Use Excel for tracking and to calculate figures for special reporting.
Open, screen, deliver, and prepare outgoing mail.
Maintain paper and electronic filing system.
To be successful in this position, we require the following:
High school diploma or equivalent (GED).
A minimum of two (2) years of related administrative experience.
Customer service experience, Excel, and Power Point.
The following would be a plus:
Bachelor's degree.
Private Wealth experience.
Salesforce and/or Adobe DC experience
First Merchants offers the following:
Base Pay PLUS Bonuses
Medical, Dental and Vision Insurance
401k
Health Savings and Flexible Spending Accounts
Vacation/Sick Time
Paid Holidays
Paid Parental Leave
Tuition Reimbursement
Additional Benefits
A little about us:
First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.
Our Vision is:
To enhance the financial wellness of the diverse communities we serve.
Our Mission is:
To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.
Our Team:
"We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."
Apply today to begin your career with us!
Marketing Analytics Insights & Reporting Manager
First Merchants Bank job in Indianapolis, IN
Job Description
First Merchants Bank is seeking a Marketing Analytics Insights & Reporting Manager to join our team! The Marketing Analytics, Insights & Reporting Manager leads the consolidation of marketing data across platforms to tell clear, actionable data stories that accelerate decision-making, demonstrate progress against KPIs, and close the loop on customer feedback. The role integrates performance analytics (web, social, email/SMS, SEO/SEM, paid media), campaign measurement, and Voice of Customer (VoC) insights to guide strategy, optimize spend, and inform experience improvements-including partnering closely with UX to share behavioral and attitudinal insights.
This role blends descriptive, diagnostic, and predictive analytics with benchmarking to communicate what happened, why it matters, and what to do next-core expectations highlighted in current marketing analytics role guidance. It also stands up a scalable VoC practice (collection, analysis, and actioning of feedback from surveys, reviews, support interactions, social listening) to inform roadmap and retention efforts.
Essential Duties & Responsibilities:
Consolidate and normalize marketing data from web analytics, social platforms, email/SMS, SEO/SEM, paid media, and CRM to establish a single source of truth for performance reporting and optimization.
Define and maintain the KPI framework and benchmarks for brand, demand, lifecycle, and experience metrics; tie measures to business outcomes and OKRs in partnership with Marketing and Finance/FP&A.
Build and maintain executive and team-level dashboards and reports (weekly/monthly/QBR) and apply data-storytelling techniques so stakeholders quickly grasp what/so-what/now-what.
Stand up/run a VoC program aggregating solicited and unsolicited feedback (CSAT/NPS/CES, in-app/site feedback, product reviews, social listening, service transcripts). Apply sentiment/topic analysis to reveal loyalty drivers and friction.
Operationalize closed-loop feedback with Marketing, UX, Product, and Service; size impact, recommend fixes, and track adoption and outcomes.
Create measurement plans, event schemas, and UTM/naming standards; ensure full-funnel tracking for always-on and campaign activity across paid/owned/earned. (Design the stack recognizing that no single tool covers all analytics needs.)
Deliver pre/post analyses, A/B and incrementality testing, and contribution/attribution reads to quantify ROI/ROAS and inform budget reallocation. Communicate findings using storytelling best practices.
Partner with UX to share behavioral insights (funnels, heatmaps, session replays) and VoC themes that shape hypotheses, experiments, and design priorities.
Collaborate with Finance/FP&A to connect marketing investments to growth, acquisition, retention, and relationship deepening; align on forecasting and performance narratives for leadership.
Work with Marketing Ops/IT/Data to govern data quality, documentation (data dictionary), and access/controls; ensure reporting is accurate, timely, and compliant.
Evaluate and advise on analytics/VoC and martech tools, integrations, and roadmaps; lead light vendor management and pilots as needed.
Coach marketers on interpreting dashboards and applying insights; run recurring insights reviews and share best practices for data storytelling to drive adoption and action.
Champion privacy-aware measurement and ethical use of data in collaboration with Legal/Compliance.
To be successful in this position, we require the following:
Bachelor's degree in marketing, analytics, statistics, business, computer science, or related field
A minimum of (5) years of hands-on experience in marketing analytics/insights/reporting with measurable impact on channel optimization and campaign ROI.
The following would be a plus:
Excellent written and verbal communication skills
Strong analytical and problem-solving abilities with the ability to distill complex information into actionable insights
Commitment to the mission and values of the organization
High degree of integrity, discretion, and professionalism
Collaborative and team-oriented approach to partnerships
Ability to work independently and thrive in dynamic, fast-paced environments
Empathetic and mission-driven, prioritizing relationships built on respect and compassion
Demonstrated exceptional organizational, time management, and attention to detail
Demonstrated ability to consolidate data across web analytics, SEO/SEM, paid media, social, email/SMS, and CRM; fluency working across multiple tools/platforms
Proficiency in dashboarding/visualization (e.g., Power BI) and data storytelling; working SQL/data transformation skills preferred
Experience standing up or contributing to VoC programs (survey design, text/sentiment analysis, social listening, closed-loop actioning)
First Merchants offers the following:
Base Pay PLUS Bonuses
Medical, Dental and Vision Insurance
401k
Health Savings and Flexible Spending Accounts
Vacation/Sick Time
Paid Holidays
Paid Parental Leave
Tuition Reimbursement
Additional Benefits
A little about us:
First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.
Our Vision is:
To enhance the financial wellness of the diverse communities we serve.
Our Mission is:
To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.
Our Team:
"We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."
Apply today to begin your career with us!
Data Analyst
Indianapolis, IN job
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 have an ambitious Community Bank Data Office and we're building a class-leading data team that works to solve complex business challenges and provide insights to improve our business and customer experience.
We are looking for an innovative data analytics developer who has a knack for seeing solutions in sprawling data sets across loan and deposit products, a flair for building consistent business user experiences, and the business mindset to perform detailed analysis to produce genuine business insights that will find and fuel strategic opportunities.
You will work directly with lines of business peers and leaders to assess and interpret their reporting needs. You will identify and design reporting solutions based on their requirements. You will use various data query and visualization tools (SQL, Python, Power BI, SAS, etc.) to access multiple data sources and design insightful products for our business partners. You will work with various teams, each with unique backgrounds and perspectives, to develop solutions that will have a real impact for the bank and for our customers.
Salary Range
The salary range for this position is $51,700 - $101,500 per year. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.
Key Accountabilities
Fulfill core data analytics developer accountabilities:
Building and maintaining dashboards, reports, and data models.
Proactively evaluate data & trends to guide business partners on emerging opportunities
Ensure data accuracy and consistent reporting by designing and creating optimal analytics code with data controls defined as defined within the policy, procedure, and standards
Tasks and deliverables are often time-sensitive and require a proactive approach to ensure deadlines are consistently met
Develop and implement Power BI Reports:
Creates a consistent dashboard, reporting, and analytics experience for the business users
Understand business requirements of BI context and design a data model to transform raw data into meaningful insights
Convert business requirements into technical specifications and implement them through reports that support decision-making
Perform DAX queries and functions in Power BI
Develop data extracts & ad-hoc reporting:
Partner with business users to derive requirements, identify data sources, wrangle data and/or transform data via SQL and/or SAS to produce file extracts for use within PowerBI Dashboards or distribution to other systems
Drive efforts on ad hoc, time-sensitive exploratory data analysis and/or qualitative analysis to provide insights on trends, client behaviors, system troubleshooting or non-recurring reporting needs.
Creating customized diagrams and user-defined calculations as needed
Design, develop and deploy business intelligence solutions with SQL queries for best results, filters, and graphs to better understand your data at all levels for performance improvements and suggestions
Qualifications and Education Requirements
Bachelor's degree is required
Thorough knowledge of the retail bank business line
5+ years' experience in banking and finance
5+ years' experience programming skills with querying languages: SQL, SAS, R, Python, etc.
3-5 years' experience in developing analytics reports and dashboards, preferably PowerBI
3-5 years' experience working with and creating data extracts
3+ years' experience in Data visualization and dashboard/report development
Experience integrating multiple components of the Microsoft BI Stack, with specific emphasis on Power BI, Power Apps, Power Automate and Azure services
Experience with both on-prem SQL server and Azure Databricks cloud data environments
Experience using analytics techniques to contribute to company growth efforts, increasing revenue and other key business outcomes
Knowledge of industry leading practices in Analytics
Solid written, verbal, and interpersonal skills
Strong project management skills and experience with agile methodologies preferred
Demonstrated ability to communicate and support data culture change initiatives
Client-centered approach to working with line of business stakeholders
Demonstrated ability to engage directly with C-level executives when sharing data, reports and presentations
Strong banking domain expertise preferred
Working knowledge of banking systems and tools (MeridianLink/LoansPQ, Encompass, Velocify, Fiserv Signature, Marquis Executrax MCIF) preferred
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.)
Auto-ApplySec Intel & Prtcn Ops Mgr, Sr
Indianapolis, IN job
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 Physical Security Intelligence and Protection Operations Manager, Sr is a senior leadership role responsible for overseeing Old National Bank's (ONB) protection program and threat intelligence operations. This role ensures the safety of key personnel through proactive intelligence gathering, strategic planning, and operational execution. It also leads the management of the Security Operations Center (SOC), integrating intelligence, and physical security incident response across the enterprise.
Salary Range
The annual salary range for this position is $81,700 - $165,100. 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
* Lead the design, implementation, and continuous improvement of ONB's protection program.
* Oversee the SOC to include threat intelligence; alarm monitoring and response; and incident triage.
* Manage threat intelligence workflows, including data collection, analysis, and information dissemination.
* Collaborate with internal and external partners to facilitate seamless SOC and protection program operations.
* Supervise protection program and SOC team members.
* Develop and execute protection strategies.
Key Competencies for Position
* Strategy in Action: Anticipates risks and develops plans to manage risks. Develops and communicates a clear vision for threat intelligence and protection programs.
* Makes Decisions and Solves Problems: Uses effective approaches for selecting a course of action or developing appropriate solutions resulting in sound decisions. Makes effective decisions under pressure by using a blend of analysis and experience based judgment.
* Compelling Communication: Shares intelligence and protection plans clearly, and actively listens to concerns.
* Delights Clients: Nurtures client relationships by listening, prioritizing, and acting responsibly to meet client needs and mitigate risk. Ensures stakeholders receive responsive and effective services.
* Promotes Change:Communicates what needs to change, why, and the impact while striving for a continuous proactive posture.
* Develops Talent: Cultivates team capabilities by identifying issues and continuously providing coaching, mentoring, and feedback.
* Personifies ONB Culture:Consistently demonstrates ONB's culture and values in daily interactions while contributing to a culture of security and trust.
Qualifications and Education Requirements
* Bachelor's degree in Criminal Justice, Intelligence Studies, Security Management, or related field.
* 10+ years of experience in protection programs, intelligence operations, or law enforcement.
* Strong analytical, communication, and stakeholder engagement skills.
* Proven leadership in managing protection teams and intelligence programs, to include threat monitoring technologies.
* Strong situational awareness and decision-making under pressure.
* Ability to maintain confidentiality and professionalism in sensitive environments.
* Willingness to travel and work flexible hours, including evenings and weekends as needed.
* Keen understanding of physical security regulations (e.g. Bank Security Act)
* Hold the Certified Protection Professional (CPP) and/or Physical Security Professional (PSP) certifications.
Key Measures of Success/Key Deliverables
* Timely and effective threat intelligence analysis and communication.
* Stakeholder satisfaction and trust in protective services.
* Operational readiness and responsiveness to incidents and emerging threats.
* Successful examinations and audits.
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!
Auto-ApplyLEAD Commercial Credit Development Program
Indianapolis, IN job
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.
LEAD Rotational Development Program participants will be part of a 24-month development program that will cycle through various targeted functional rotations. The program is designed to help prepare and develop future organizational leaders through accelerated training and rotational assignments that will ensure participant exposure to multiple departments within the line of business through a cross-functional approach. Participants will be introduced to the company's products, services and processes that will foster the skills and knowledge needed in preparation for a successful career in their respective track, while simultaneously making valuable contributions to the organization. Potential placement after successful completion of the program could include a variety of professional roles in the analytical, sales, or client services areas.
The full-time program will begin in August of 2026
Commercial & Credit Rotational Career Track
Year One:
Participate in robust onboarding and Credit training curriculum
Complete two fixed rotations to build foundation of credit management experience
Work on non-active and active deals which may be high volume and low complexity
Learn from and take action on developmental feedback
Partner with a 2
nd
year LEAD mentor and another high performing team member
Receive oversight from Program Manager with support from Rotation Manager and assigned mentor
Year Two:
Select two elective rotations* that are more complex in nature in Credit Management or Commercial Banking
*Specific responsibilities will be determined and depend on the needs of the rotation department and the line of business specialization
Serve as a mentor for first year LEADS
Seek feedback to continuously improve performance
Implement new strategies based on feedback from first year
Receive oversight from Rotation Managers with support from Program Manager and assigned mentor
Complete program and seek placement opportunities
REQUIRED EDUCATION, EXPERIENCE AND SKILLS:
Bachelor's degree in Finance, Accounting, or related discipline
Successful completion of at least two accounting courses with grades of B or better
Expected graduation date of May 2026 or earlier
Strong interest in banking, especially in areas of credit management and commercial banking, and desire to grow and develop a career at Old National
Demonstrated academic excellence
Ability to take initiative and think creatively about business challenges
Self-starter with involvement in extra-curricular, community or university sponsored organizations. Prior internship experience strongly preferred.
Strong desire to learn and proven ability to adapt in new situations
Excellent verbal and written communication skills
Strong analytical and problem-solving skills
Driven and motivated with demonstrated teamwork and leadership ability
Geographically mobile and able to relocate on short-term basis within Old National's footprint if needed
Proficient with MS Office and use of Teams for virtual meetings
We are interested in every qualified candidate who is eligible to work in the United States. However, we are not able to sponsor applicants for work visas in this position
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.)
Auto-ApplyRelationship Banker
Indianapolis, IN job
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!
Auto-ApplyEquity Strat Rsrch Alst II
Indianapolis, IN job
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
Job Summary
The Equity Research Analyst position is primarily responsible for contributing to a collaborative research process for actively managed equity strategies within the Registered Investment Advisory division, 1834 Investment Advisors. The research process involves quantitatively screening the equity universe, deep qualitative equity research & financial analysis, continual monitoring of investments and investment theses for current and potential investments, regular idea generation, team collaboration & debate, and formal presentation of research conclusions. This position plays a role in all portions of the process and requires intellectual curiosity, consistency, and a focus on comparability of investment opportunities.
Salary Range
The salary range for this position is $77,900/yr. - $153,000/yr.. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.
Key Accountabilities
Independent generation of actionable investment ideas.
Conduct continual bottom-up fundamental equity research & analysis primarily within the US domestic large-cap equity universe
Compose written, formal investment research reports and recommendations
Communicate investment ideas, recommendations, and processes in a format appropriate for specific audiences, including peer equity analysts, other 1834 Investment Advisors research teams, portfolio managers, wealth advisors, and regulators
Ongoing examination of equity strategies and their current holdings.
Monitor daily news flow and regular company financial reports for equities held in current investment strategies. Identify pertinent information contained within company updates which may impact valuation estimates or the investment thesis
Maintain documentation outlining the process, philosophy, portfolio construction, and performance of each individual equity strategy for distribution to clients and client-facing personnel
Construction and development of quantitative models.
Build and manipulate dynamic quantitative screens using third party data integrated with excel for multiple investment strategies
Manage 1834 Investment Advisors' multifactor models through extensive data manipulation; perform statistical analysis and interpret results of quantitative output to aid decision making
Accurately manage equity investment strategies' constituent and weighting changes and coordinate with the operations team to implement model updates to be seamlessly traded upon
Meritocratic collaboration with analyst team.
Ability to give and receive feedback concerning investment ideas, maintaining a high level of intellectual honesty
Key Competencies for Position
Drive and Execution
Planning and Organizing
Problem Solving / Decision Making
Adaptability
Collaboration
Qualifications and Education Requirements
Bachelor's degree in finance, economics, accounting, mathematics, or another related field
5-10 years' experience related to investment analysis; equity analysis experience preferred
Advanced MS Excel skills required; VBA experience preferred
Bloomberg or FactSet familiarity; excel coding in either application preferred
CFA designation preferred
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.)
Auto-ApplyHR Compliance & Policy Leader
Indianapolis, IN job
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
This role will promote, support and maintain HR compliance best practices and governance while ensuring adherence to relevant local, state, and national employment laws and regulations and in accordance with Old National Bank's culture, purpose and values, Code of Conduct, strategies and other enterprise policies and guidelines.
This role functions as both a subject matter expert and a key partner across HR and other partners across the organization. The role provides high-level HR guidance and serves as a strategic advisor on compliance matters.
Salary Range
The salary range for this position is $81,700 - $165,100 per year. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.
Key Accountabilities
Stay up to date on existing and proposed federal, state, and local employment laws, assessing their impact within ONB footprint to ensure company practices remain current and compliant
Review handbook policies and assigned HR procedures providing recommendations for updates and changes
Build and maintain strong relationships with key stakeholders to drive alignment on compliance strategies. Partner with HR leadership, Legal, and other departments to ensure compliance with evolving regulations.
Lead the assessment, planning, and implementation of new compliance initiatives. Develop and maintain policies, procedures, and documentation to support HR compliance.
Manage assigned projects to ensure initiatives meet company needs and regulatory deadlines.
Work closely with outside counsel to ensure ONB's VISA process is compliant with federal requirements and review VISA documentation to ensure it is current and up to date; engage other areas of the HR team as needed
Conduct assessments and develop mitigation strategies for HR compliance-related challenges.
Review compliance training regularly, providing recommendations for updates and changes; May provide training and guidance to managers on compliance topics, ensuring best practices are understood and followed.
Lead cross-functional collaboration to implement HR compliance solutions effectively. Monitor and evaluate HR compliance initiatives, applying lessons learned to future projects.
Support Heightened Standards at Old National Bank
Conduct regular HR audits to ensure compliance with internal policies and external regulations.
Maintain a compliance dashboard and other reporting to identify and mitigate risk, suggesting and implementing best practices, to track key compliance metrics and initiatives.
Oversee the preparation and submission of Equal Employment Opportunity (EEO) and Affirmative Action (AA) reports to ensure compliance with federal, state, and local requirements and anti-discrimination laws and regulations.
Partner on team member matters, ADA/FMLA escalations, Ethicspoint reviews, and workplace investigations as needed
Perform other duties and special projects as assigned
Key Competencies for Position
Strategic Thinking & Execution: Focuses on larger, long-term issues and creates plans and strategies. Translates broad strategies into clear objectives and practical application of plans. Anticipates risks and devises contingency plans to manage them. At the highest levels, develops and helps drive a long-term vision that describes how to organization needs to operate now and in the future in a way that translates into clear objectives and practical application of plans. Develops distinctive strategies to achieve and sustain a competitive advantage while focusing the organization on efforts that add significant value. Committed to achieving established goals, overcoming obstacles, and continuously learning to improve performance.
Collaboration/Influence: Works interdependently and collaboratively with others to achieve mutual goals. Actively seeks, develops and maintains trusted relationships with others to achieve business goals and objectives. Uses appropriate interpersonal styles and techniques to gain acceptance of ideas or plans; modifies one's own behavior to accommodate tasks, situations and individuals involved.
Navigates Change: Seeks to understand, embrace, model, plan and take steps to help team members and the organization align and navigate through change. At the highest levels, leads change efforts and effectively creates a vision, engaging team members to implement the change to gain their support and commitment, helps team members understand why the change is occurring, continuously sharing information and assessing the adoption of the change while helping others overcome resistance to change.
Qualifications and Education Requirements
A bachelor's degree or equivalent experience in fields such as HR, employment law, compliance, leave management, etc.
HRCI/SHRM HR Certification desirable
10+ years of experience in HR Compliance, employment law, employee relations, or employee investigations with demonstrated success partnering with team members and leadership across an organization
Strong knowledge of HR compliance, employment laws, and regulatory requirements.
Strong analytical and problem-solving abilities
Experience in banking/financial services preferred
Demonstrated capacity for gathering and scrutinizing data to identify issues, opportunities, patterns, and sustainable business solutions.
Excellent problem-solving skills with the ability to navigate complex compliance issues.
Strong project management skills with the ability to manage multiple priorities in a fast-paced environment.
Excellent relationship building skills and demonstrated track record of building and sustaining key partnerships across the organization
Exceptional communication skills, both written and verbal, with the ability to convey complex information clearly.
Ability to build cross-functional partnerships and influence key stakeholders.
High attention to detail and strong analytical capabilities.
Ability to work under pressure and meet tight deadlines while maintaining accuracy and compliance standards.
Proficiency in Microsoft Office (Excel, Teams, Outlook, PowerPoint, Word, etc.).
Ability and willingness to work in footprint and in office to contribute to effective communication and collaboration
Key Measures of Success/Key Deliverables:
Contribute to the Talent team's success through achievement of shared and individual objectives and deliverables.
Participate in projects/activities to encourage professional growth and development
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.)
Auto-ApplyCustomer Experience Banker
Greenwood, IN job
Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better. As a Financial Relationship Banker - Registered, you play a key role in looking out for our consumer and business customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services.
Duties & Responsibilities:
Provides excellent customer service and effectively resolving complex customer issues.
Process customer transactions accurately and efficiently and balance daily.
Responsible for consistent business development and calling program while servicing walk-in customers.
Proactively identifies opportunities to grow customer relationships through pre-set appointments, outside calling, Centers of Influence, a disciplined sales process, new customer follow-up program, and sourcing referrals from customers, bank colleagues and partners.
Educates and refers customers to other areas of the bank to deepen relationships and build strong internal partnerships.
Educates customers on how to optimize their use of bank technology (online, mobile, and ATM banking)
Maintains knowledge of all products, services, technology and policies.
Adheres to all operational, security, risk and regulatory policies and procedures.
Performs other duties as assigned.
Basic Qualifications:
High School Diploma or GED and minimum of 1 year customer service and sales in banking, financial services or goal driven retail sales, or business to business sales experience or military service in an administration, contracting, civil affairs or similar role
Preferred Qualifications:
Bachelor's Degree and 2 years or more in customer service and sales banking, financial services or goal driven retail sales.
Ability to build, deepen and retain relationships.
Demonstrates acumen in banking, sales, investments, consumer lending, business banking, business lending, customer service, and presentation skills.
Excellent verbal and written communication skills.
Comfort with technology such as mobile services and online banking services.
Knowledge of consumer and business deposit products.
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
No
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis.
Huntington is an Equal Opportunity Employer.
Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.
Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
Auto-ApplySenior Credit Officer
Indianapolis, IN job
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 Senior Credit Officer that will be responsible for the daily activities of the Commercial Underwriters, maintaining an efficient workflow while promoting a collaborative experience between their direct reports, Relationship Managers, segment leadership, and other internal support areas. Within the Business Banking Credit Center (BBCC), the Senior Credit Officer oversees the underwriting of loan requests with aggregate exposures below $1 million. This individual will manage all activities of the BBCC UWs, which will include oversight of all analyst tasks and functions necessary to analyze, decision, and manage credit relationships in the Commercial portfolio, along with credit risk administration duties, orderly flow of credit approvals through the analysis process and productivity for all direct reports. Responsible to maintain loss ratios, accurately assess risk and assign the appropriate risk rating in an efficient manner following established underwriting guidelines and procedures. This position requires strong communication, leadership and critical thinking skills, thorough knowledge of industry and bank underwriting standards, and the confidence to make and support loan decisions
We are an in-office working environment. This position can be located in one of the offices within our footprint.
Salary Range
The annual salary range for this position is $106,100 - $214,600. 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
Ensure credit quality targets for the loan portfolio are met
Ensure analyses of underwriters are appropriate and asset quality ratings are accurate
Engage with Credit Strategy to leverage portfolio data and industry/market trends to provide administrative oversight of the Commercial loan portfolio
Ensure compliance with established corporate standards for Commercial portfolio
Understand the state of the loan portfolio, identifying areas of potential concern and growth opportunities
Coach, develop and maintain a competent team of credit professionals
Develop Underwriters through appropriate training to ensure analysis on credit approval memorandums is accurate, factually correct and meets bank requirements to make fully informed credit decisions
Assist with evaluating, analyzing, and decisioning eligible loan applications while exercising granted loan authority in a responsible manner
Lead and coach a team of credit professionals and successfully motivate direct reports to perform at a high level and achieve their own performance and career objectives
Maintain and grow analytical skills and industry knowledge through internal and external training and development opportunities
Maintain an environment that is collaborative, controlled, monitored, and efficient
Collaborate with staff and production peers while executing the Bank's Commercial Strategy
Empower team to engage with Commercial Relationship Managers, CBU Agents, and Documentation Specialists as applications progress through internal commercial lending processes and deploy problem solving and critical thinking skills as needed.
Complete special projects at the direction of the Bank's credit administrators, which may include action and responses to OCC exams, internal audits, and loan review reports.
Key Competencies for Position
Develops Talent - Optimizes talent within business area to achieve goals
Actively supports people development through formal programs as well as targeted stretch assignments
Continuously evaluates talent within business area and is quick to take action to remove barriers and close talent gaps through effective feedback and coaching
Cultivates an environment of trust and optimizes talents and capabilities within business area through a culture of continuous feedback and coaching
Actively seeks to attract and retain best-in-class, diverse talent
Makes Decisions & Solves Problems - Proactively sources and analyzes comprehensive data to define and solve complex business problems that leads to sound decisions
Proactively analyzes and owns qualitative and quantitative data to define business areas problems and opportunities through effective collaboration
Collaborates to compile information needed to create a sound approach by leveraging internal and external resources
Considers business area, organizational, and individual realities along with impact on the business before developing solutions and makes sound business decisions based on a blend of analysis, wisdom, experience and judgment
Creates plan to meet goals and objectives within business areas diminishing gaps and evaluating progress along the way allowing for adjustments
Delights Clients - Builds a best-in-class client experience across the business area
Fosters an environment where team members passionately serve internal/external clients with excellence
Fosters a growth mindset by keeping current with development and trends in business area and sharing information to build knowledge base of business area and enhance client experience
Understands data, metrics and/or financial information and how they tie to business outcomes related to client, business area and organization
Fosters a culture of accountability within business areas where business area nurtures client relationships by listening, prioritizing and acting responsibly to meet client needs, mitigate risk and add shareholder value
Qualifications and Education Requirements
Bachelor's degree in Finance, Accounting, or related area or equivalent experience
10 or more years of experience as a Commercial Underwriter/Analyst or related positions
Previous management or leadership experience preferred
Ability to analyze and interpret financial statements and understand complex accounting principles
Thorough knowledge of risks associated with all types of industries
Thorough knowledge of loan structuring, borrowing causes and lending standards to ensure loan applications are evaluated efficiently, effectively, and in accordance with regulations
Must possess (or willing to possess in short order) a deep understanding of ONB's Credit culture, loan policies, and loan guidelines and procedures with ability to property mitigate exceptions when granted.
Demonstrated proficiency and attention to analysis utilizing qualitative and quantitative detail
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.)
Auto-ApplyAudit Manager- Regulatory Compliance
Indianapolis, IN job
Old National Bank has been serving clients and communities since 1834. With approximately $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
Internal Audit's primary purpose is to assist the organization by identifying and evaluating significant exposures to risk and contributing to improvement of risk management and control systems which mitigate those exposures. The Senior Team Member will be expected to contribute to these objectives primarily by leading and participating in audit engagements. This will require working with operating management to understand the products, services, and processes applicable to each line of business and to understand the control environment in which the line of business operates. Using this information, the Senior Team Member will apply their knowledge of banking laws and regulations to develop a risk-based audit plan and oversee its completion in accordance with department performance standards. The audit process will require creation of detailed work papers, communication of findings to business management, and preparation of a written audit report that effectively highlights the reportable issues. The Senior Team Member will also work closely with other members of the audit department and will assist with regulatory matters that may arise in other audit engagements. The ideal candidate will be detail oriented and possess a strong understanding of internal audit concepts, excellent written and verbal communication skills, and a comprehensive knowledge of federal banking laws and regulations, with a particular focus on consumer protection requirements.
Salary Range
The salary range for this position is $81,700 - $165,100 per year. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.
Key Accountabilities
Planning and Completion of Audit Projects
Serves as a subject matter expert with advanced organizational and regulatory knowledge and auditing skills.
Serves as in-charge for regulatory audits within the team member's area of experience and expertise.
Prepares work plans including documents such as the planning memos, risk control assessments, and creation of audit program steps.
Oversees testing associated with the field work phase of the audit and ensures workpapers satisfy audit program steps and support the results of field work. Prepares audit reports, including audit findings and recommendations for improvement. In addition, reviews corrective actions taken by management to determine if audit findings have been effectively remediated.
Special Projects
Participate in special projects as requested by management. Examples include annual risk assessments, assisting external auditors and examiners or participating on selected committees.
Key Competencies for Position
Execution Leadership
Establish Plans & Priorities:
Determines a course of action and establishes a timeframe to complete individual objectives and team goals.
Problem Solving:
Identifies the root cause of identified issues by consulting with line of business personnel and subject matter experts. Demonstrates strong analytical and technical skills while working towards the ability to manage complex tasks.
Drive and Execution:
Self-motivated and takes initiative; proactively learns new skills and develops self for current performance and future growth; demonstrates a desire to learn and actively seeks ways to improve current methods, systems, processes, and procedures.
Qualifications and Education Requirements
Bachelor's Degree in Accounting, Finance, or business-related field.
Five years or more of audit or relevant banking or consulting experience.
Knowledge of federal banking laws and regulations with an emphasis on consumer protection requirements such as ECOA, EFTA, HMDA, RESPA, TILA and similar requirements.
Strong communication and collaboration skills.
Ability to work within strict deadlines.
Compliance designation such as Certified Regulatory Compliance Manager (CRCM) is a plus.
Knowledge of the Bank Secrecy Act (BSA) and anti-money laundering (AML) laws and regulations is also a plus, as is a Certified Anti-Money Laundering Specialist (CAMS) designation.
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.)
Auto-ApplyClient Relationship Representative (Part time 20-24 hours)
First Merchants Bank job in Morgantown, IN
Job Description
First Merchants Bank is seeking a Customer Relationship Representative (Universal Banker) - Part Time to join our team! This part-time position will focus on providing high quality customer service by accurately and efficiently completing bank transactions and suggesting the products and services that meet the current and future financial needs of bank customers. We support you so you can exceed personal sales and service goals while delivering a meaningful customer experience.
As part of this role, you will:
Provide excellent customer service by:
Responding to customer requests for banking transactions.
Answering customer inquiries and problems with solutions that meet the customer's current needs.
Continually building customer loyalty and customer advocates.
Contribute to overall banking center operation by:
Balance cash, daily transactions, vault and ATM.
Understanding and ensuring compliance, regulations and reporting.
Following information security policy and verification procedures to protect customer privacy.
Assist with opening and/or closing banking center.
Actively participate in a high performing sales environment by:
Selling bank products, making customer referrals and other activities to support the goals.
Knowing about all bank products.
Participating in daily/weekly meetings and coaching sessions.
Lead and act as an example to others by:
Training, coaching, and guiding staff with operational and sales skills.
Attending and/or completing applicable and required training sessions.
Actively participating in leading the sales and service activities at the Banking Center.
Assisting in banking center operations and ensure policies and procedures are followed.
To be successful in this position, we require the following:
High School Diploma or Equivalent.
Minimum of 6 (six) months of experience selling products or services.
Minimum of 1 (one) year of sales, banking and/or related experience.
S.A.F.E. Act Registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). This must be met within 3 (three) months of hire date.
Ability to obtain Notary Public designation.
Ability to multi-task in a fast-paced environment.
In-depth knowledge of products/services offered by the bank (all lines of business).
The following would be a plus:
Prior banking experience.
Ability to sell and cross-sell bank products and services.
First Merchants offers the following:
Base Pay PLUS Bonuses
Additional Benefits
A little about us:
First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.
Our Vision is:
To enhance the financial wellness of the diverse communities we serve.
Our Mission is:
To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.
Our Team:
"We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."
Apply today to begin your career with us!
Horizon Core Loan Systems & Conversion Analyst
First Merchants Brand job in Daleville, IN
First Merchants Bank is seeking a Systems & Conversion Analyst to join our team! This full-time position will ensure assigned core banking application systems bring the expected business value, operate reliably, and support organizational growth. They will provide subject matter business analysis and technical support services that ensure products, processes, data conversion, reports and other operational needs are met.
As part of this role you will:
Provide support of assigned core banking application system by troubleshooting technical assistance requests received through internal ticketing system in accordance with SLA standards.
Perform core banking system parameter changes while following Change Management and/or SOX standards. Design and test new and existing product parameters, system functionality and/or configuration, and notices/letters and statements.
Assist in monitoring application updates and new releases from vendors, ensuring custom programming remains intact. Review and understand vendor client bulletins and release updates. Complete system and regression testing and support user testing, to deliver high quality release package implementation.
Coordinate, conduct, and/or participate in regular meetings to communicate and provide proper interpretation of system changes and/or configurations, including changes in policy and procedure, ensuring changes comply with applicable regulatory requirements.
Assist in troubleshooting application and user issues in core banking system, reaching out to application vendor as needed for resolution. Document, report, and resolve system failures. Create and participate in event assessments involving assigned core banking applications.
Use application system data through SQL or application system query as requested through information request, projects, audits, etc. to fulfill any custom reporting needs not directly available through the core banking system.
Build, create and execute extract files from core banking system data for third party vendor requests.
Participate in projects to help define system scope and objectives through research and understanding of core banking system while considering system or operational limitations to achieve desired outcome.
Develop testing strategies and execute test plan to mitigate deployment risk. Identify issues and escalate/manage resolution as required. Recommend preferred solutions.
Create automation using Nintex bots. Complete system and regression testing and support user testing to deliver high quality, fully automated bot.
Gather and assess requirements for software utilization through data analysis, core parameter review and completion of questionnaires.
Create core data field mapping and transaction workflow documents to form the technical specifications for the integration to be shared with vendors and programmers, and others as appropriate to ensure successful conversion.
To be successful in this position, we require the following:
High School Diploma or equivalent (HSE/GED)
A minimum of three (3) years of deposit or loan servicing, operations, line of business or similar experience in the financial services industry.
The following would be a plus:
Bachelor's degree in computer science, information systems or related field of study.
Similar experience supporting core Deposit or loan servicing systems (FIS, Fiserv, CSI, Jack Henry, etc.).
Commercial bank operations and servicing experience supporting FIS Horizon Deposit or Loan system.
Working knowledge of SQL or other reporting technology.
Experience creating and supporting RPA automation.
First Merchants offers the following:
Base Pay PLUS Bonuses
Medical, Dental and Vision Insurance
401k
Health Savings and Flexible Spending Accounts
Vacation/Sick Time
Paid Holidays
Paid Parental Leave
Tuition Reimbursement
Additional Benefits
A little about us:
First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.
Our Vision is:
To enhance the financial wellness of the diverse communities we serve.
Our Mission is:
To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.
Our Team:
"We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."
Apply today to begin your career with us!
Commercial Underwriter- Corporate Banking
Indianapolis, IN job
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 growing and have an opportunity for a Commercial Underwriter. This role has the primary responsibility of underwriting lending opportunities, balancing risk and growth ensuring loan structures are appropriate and consistent with bank lending standards. You will assign an appropriate asset quality rating, in a fast-paced, high volume environment completing a detailed financial analysis to obtain a deeper understanding of an application's credit risk. You will collaborate with Relationship Managers, and internal support staff to provide credit and franchise lending expertise to underwrite and monitor the portfolio.
We are an in-office working environment with the following locations for you to work with team members; Evansville IN, Indianapolis Parkwood, Troy MI, Louisville Market Street and Nashville Gulch.
Salary Range
The salary range for this position is $60,000 - $165,100 per year plus bonus. 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
Underwrite Loans
Underwrite credit requests focusing on appropriate due diligence, risk assessment and asset quality ratings (AQR)
Meet quality standards as outlined in ONB underwriting guidelines and policy; evaluation by Loan Review, OCC, and/or others may identify unacceptable underwriting or inaccurate asset quality ratings (AQR)
Meet or exceed productivity expectations for annual credit approval memorandum (CAM) volume
Produce a high quality and accurate analysis while also not sacrificing efficiency in a fast-paced, high volume environment juggling multiple requests while adhering to client driven response timelines, etc.
Partner with respective Relationship Managers as well as Treasury Management Partners
Provide credit expertise using a consultative approach; assist in structuring loans applying proficient knowledge, understanding, and application of ONB guidelines/standards/policies, risk assessment and analysis; effectively communicate risks, questions, and options to RM seeking win-win solutions.
Deliver exceptional internal customer service and adopt new processes and new tools, as available.
Develop and enhance knowledge of assigned segmentation and portfolio by leveraging internal and external resources and expertise
Partner well with associates on revenue generating sales team, support teams and others in Credit to ensure a collaborative, team, and empowered environment
Monitor Portfolio
Accurately assign asset quality ratings (AQR)
Work with assigned Relationship Managers to monitor the credit portfolio to maintain strong asset quality; review trend analysis reports, address default situations, delinquencies, review maturing notes, receipt of financial information, review covenant default and Borrowing Base Certificate (BBC) reports and other reports as appropriate.
Prepare credit data in Special Assets Assessment and Action Summary (SAAAS) and Upgrade Hurdles, as necessary, working with assigned Relationship Managers
Commercial Underwriters may monitor overlines and Treasury Management/ACH risk reports or other trends, as appropriate
Key Competencies for Position
Cultural Leadership:
Communication - effectively shares information and ideas with individuals and groups; displays self-awareness and self-management, tailors the delivery to the audience, and selects suitable delivery methods.
Collaboration - actively seeks, develops and maintains trusted relationships with others to achieve business goals and objectives.
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; seeks and leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets.
Problem Solving/Decision Making - with minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources (e.g., lines of business, subject matter experts, data, policies, procedures, etc.) to ensure effective action and shared ownership; decisions are sound based on what was known at the time and are based on a blend of analysis, wisdom, experience, and judgement.
Adaptability - flexible and agile (can be a utility player); modifies behavior and approach in order to deal effectively with changing business needs, conditions, work responsibilities and requirements, and client needs; maintains effectiveness when experiencing change; accepts new challenges/shifts/change in a "can-do" way; focuses on the beneficial aspects of change
Technical Knowledge - possesses the required technical knowledge to perform the role effectively; continuous learning to adopt new trends or expertise; applies credit and banking expertise, industry knowledge, skills and abilities to demonstrate and sustain a depth and breadth of applicable technical underwriting knowledge
Client Leadership:
Client Leadership - Puts the (internal and/or external) client in the forefront; strives to delight clients/partners by becoming a trusted advisor, establishes long-term productive relationships by viewing and understanding outcomes and operations through the eyes of the client, identifying and acting upon needs, and delivering increased value
Qualifications and Education Requirements
Demonstrate at least 3-7 years progressive experience within Commercial Credit is required with each incremental level of responsibility.
Demonstrated ability to independently (with limited oversight), understand, analyze and interpret financial statements
Understands and takes appropriate action related to risks associated with lending to various types of industries.
Basic knowledge of loan structuring, borrowing causes and lending regulations; ability to comply and conform to ONB lending policies, guidelines and standards
Must be able to make sound independent decisions and communicate those decisions clearly and effectively to the internal/external client quickly given the high volume, fast-paced environment
Must be able to actively listen, quickly identify issues as well as opportunities when they arise, and problem solve in real-time to move the work accordingly
Must feel comfortable working in a collaborative team environment along with being an independent thinker.
Bachelor's degree in finance, accounting or equivalent experience
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.)
Auto-ApplyCommunity Home Lending Officer
First Merchants Bank job in Indianapolis, IN
Job Description
As part of this role you will:
Develop new business by cultivating CRA/LMI prospects and referral contacts (realtors, builders, teammate referrals, community partners and personal contacts).
Advise prospects and customers concerning home loan products and process.
Interview and take loan applications including the analysis of financial data and delivery of loan packages.
Maintain knowledge of available loan products, processing, underwriting and escalation of exception procedures.
Provide high level of customer service.
Conduct and coordinate homebuyer-training seminars for CRA potential applicants.
Participate in community affairs to increase FMB's visibility and enhance new business opportunities.
To be successful in this position, we require the following:
High school diploma or equivalent (GED).
Two (2) plus years in mortgage lending, consumer lending, credit counseling or homeownership counseling.
The following would be a plus:
Understanding of conventional and/or government lending guidelines.
Understanding of residential first time home buyer processing, underwriting and closing process.
Experience presenting financial education workshops with a focus on low and moderate income and minority neighborhoods.
First Merchants offers the following:
Base Pay PLUS Bonuses
Medical, Dental and Vision Insurance
401k
Health Savings and Flexible Spending Accounts
Vacation/Sick Time
Paid Holidays
Paid Parental Leave
Tuition Reimbursement
Additional Benefits
A little about us:
First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.
Our Vision is:
To enhance the financial wellness of the diverse communities we serve.
Our Mission is:
To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.
Our Team:
"We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."
Apply today to begin your career with us!
Treasury Management Alst
Indianapolis, IN job
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 Treasury Management Analyst (TMA) role that will be partnered with the Treasury Management Consultant (TMC) and focused on developing strategies for revenue growth, client retention, and client experience. The TMA will assist and provide focus on new and cross-sell opportunities, supporting all activities from sales through implementation, ongoing client relationship management, and contribute to the attainment of established TM revenue goals (both individual and team).
Key Accountabilities
Partner with assigned TM Consultants in all aspects of the sales process
Proficiency in knowledge of all TM solutions and their benefits to our clients
Must be able to persuasively communicate ONB's value-add proposition to both internal and external clients to influence the outcome within the sales process.
Engagement and involvement in client call preparation, business process reviews (BPRs), proposal generation, presentations, relationship reviews, client, and industry trend analysis, working capital analysis and interpretation, and pricing proformas.
Monitor and drive portfolio growth by reviewing key financial indicators and monthly trends.
Identify solutions that will improve revenue recognition through new, cross-sell, and price rationalization opportunities.
Will serve as quality control of current client charges to identify and resolve revenue leakage.
Responsible for outbound client contact on various initiatives of the TM division as required from time-to-time such as service change communication (pricing event), annual due diligence events, etc.
Analyze client's financials and industry to provide the relationship team insight regarding the client/prospect Cash Flow/Cash Conversion Cycle to help develop the Relationship Strategy
Responsible for submitting all forms and information required to set-up and onboard TM products/services. Assist with all pricing functions such as new pricing requests, exception pricing, pricing inspections, pricing documentation and annual pricing reviews.
Coordinate the appropriate implementation resources and assists with the implementation meetings (internal/external)
Manage Annual TM Review - prepare Review docs, schedule review, complete follow-up tasks. May conduct TM Review individually.
Work jointly with cross-functional team and assist in overall solution development and value proposition.
Review and analyze existing portfolio of assigned TMCs for revenue enhancement opportunities. Proactively identify and communicate new, cross-sell and price rationalization opportunities w/TM Consultants and/or directly w/the client as appropriate to drive portfolio growth. Research, identify and resolve missing revenue situations.
Assist with all pricing functions such as new pricing requests, exception pricing, pricing inspections, pricing documentation and annual pricing reviews.
Ensure complete client satisfaction through proactive partnership and providing timely responses to requests.
Work collaboratively w/front-end and back-end partners to ensure excellent service and/or product implementation for new/existing client requests.
Coordinate and participate with TMC client events to drive pipeline and sales (Round Tables, Lunch & Learns, Receptions)
Periodic travel required for training, internal and external sales meetings.
Other duties as requested.
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
Develops Talent - Strengthen your abilities for today and beyond:
You Own You - you own your development and career
Actively assesses self by leveraging feedback to enhance knowledge, skills and behavior
Leverages own strengths and those of team members to meet individual and team goals supporting both internal and external client needs
Continuously develops self for current and future roles
Makes Decisions & Solves Problems - Seeks deeper understanding and acts:
Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency
Collaborates and seeks to understand 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 consequence
Delights Clients - Continuously seeks and applies knowledge leading 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
Qualifications and Education Requirements
BS/BA degree in Business/Finance or equivalent education & experience
Comprehensive knowledge of Treasury Management products and services
An understanding of the TM sales process; sales, implementation & service functions
Ability to work under minimal supervision, and work well under pressure.
Critical thinking and project management experience. Initiative and ability to work independently while solving problems and managing multiple tasks.
Strong organizational, analytical and communications skills. Ability to effectively communicate internally and externally.
Ability to cope with complexity, uncertainty, and adapt to new and different circumstances, including collaborating with team members and partners with different work styles.
Advanced proficiency in Microsoft Word, Excel, PowerPoint, and unique TM solution-based systems
Demonstrated willingness to learn, implement feedback, and take action.
Ability to develop strong working relationships with clients and associates.
Demonstrated client service experience required (phone and face-to-face)
Possesses knowledge and understanding of numerous Treasury Management products in conjunction with Bank's Risk and Compliance environment.
Preferred Qualifications:
Certified Treasury Professional Designation (CTP)
Accredited ACH Professional Designation (AAP)
2-5 year's banking experience
1 year TM Operations, Training, and/or Implementation Experience
2 years sales experience; interest in consultant career path
Ability to interpret and analyze Financial Statements
Salary Range
The salary range for this position is $18.75/Hr. - $42.25/Hr.. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.
TM Analyst 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 Treasury Management or Sales experience with TM support, TM sales, and/or Commercial, Wealth or Community Bank support or sales
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 (including Treasury Management), 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 interment partner has appropriate support focused on increasing product penetration and 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
Traveling to and presenting/actively engaging at client sites
Aptitude to assist in the training of new team members within and outside of Treasury Management (or within Commercial, Wealth or Community Banking)
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.)
Auto-ApplyCommercial Loan Servicing Specialist
First Merchants Brand job in Daleville, IN
First Merchants Bank is seeking a Commercial Loan Servicing Specialist to join our team! This position will perform a variety of maintenance and transactions to service and support Commercial Loans. Tasks are to be performed in a timely and accurate manner as deemed critical in accordance with Regulatory requirements and departmental procedures. To Be successful in this position, one should be flexible with regards to tasks assigned and be willing to learn multiple tasks as needed.
As part of this role you will:
Support the commercial loan sales team by extending the FMB mission through responsiveness to internal business partner phone calls, emails and other communication request methods in a professional, thorough, accurate and timely manner.
Complete commercial loan maintenance submitted via Workflow or other authorized channels escalating the issue or resolution when necessary.
Process loan transactions for payments, payoffs, exceptions, reversals, escrows, and corrections, etc.
Provide backup support for department wire transfer processing, transaction entry approval, loan history research.
Assist with testing Core Processing system enhancements.
Participate in special projects as assigned from Manager.
To be successful in this position, we require the following:
High school diploma or equivalent (GED).
Two (2) years of financial service, customer service, or related processing experience.
The following would be a plus:
Prior banking experience.
Experience with Microsoft Outlook, Excel, and Word.
First Merchants offers the following:
Base Pay PLUS Bonuses
Medical, Dental and Vision Insurance
401k
Health Savings and Flexible Spending Accounts
Vacation/Sick Time
Paid Holidays
Paid Parental Leave
Tuition Reimbursement
Additional Benefits
A little about us:
First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.
Our Vision is:
To enhance the financial wellness of the diverse communities we serve.
Our Mission is:
To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.
Our Team:
"We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."
Apply today to begin your career with us!
Relationship Banker
Indianapolis, IN job
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!
Auto-ApplyCommercial Collateral Operations Specialist
First Merchants Bank job in Daleville, IN
Job Description
First Merchants Bank is seeking a Commercial Collateral Operations Specialist to join our team! As a service provider to First Merchants Bank's internal and external customer base, our core goal is to support our company's mission of being the most attentive, knowledgeable, and high-performing bank for our clients, teammates, and shareholders. This includes performing a range of commercial collateral requests to support our customers, lines of businesses and our internal department. All tasks are to be performed timely and with accuracy in accordance with Regulatory requirements and departmental procedures. To be successful in this position, one should have a flexibility to shift responsibilities if needed in your daily workflow, be a quick learner, and a seasoned multi-tasker.
As part of this role you would:
Research commercial loans to identify collateral to be released by reviewing the proper supporting documents and verifying the MAP Authority of the submitter.
Review and process commercial collateral requests with accuracy and in a timely manner in accordance with regulatory requirements and within our SLA (service level agreement).
Daily assist the team by working within our commercial collateral mailbox to process commercial collateral requests and respond to questions.
Prepare commercial collateral releases for recording, filing, terminating, and discharging commercial collateral.
Responsible for indexing and imaging supporting commercial documents into OnBase.
Process incoming commercial workflow packets.
Perform an audit of the stock and bond portfolio on a semiannual basis.
Interact with commercial customers and lines of businesses on escalated matters to help correct and provide a resolution.
Actively participate in team and department meetings, discussions, special projects, and strategy sessions to support the commercial operations department as a whole.
Complete workflow and performance logs daily.
Provide backup support for the department and the team as needed.
In order to be successful in this position, we require the following:
High school diploma or equivalent (GED).
A minimum of two (2) years of commercial collateral, commercial loans, commercial documentation, or related commercial experience.
The following would be a plus:
3 to 5 years of commercial collateral, commercial loan, or commercial documentation experience.
Working knowledge with Horizon core banking system, OnBase system, Simplifile recording system, and Wolters Kluwer Solutions.
Proficiency in Microsoft Office with Strong Excel skills.
Experience using various government entity recording sites, such as state and local municipalities.
First Merchants offers the following:
Base Pay PLUS Bonuses
Medical, Dental and Vision Insurance
401k
Health Savings and Flexible Spending Accounts
Vacation/Sick Time
Paid Holidays
Paid Parental Leave
Tuition Reimbursement
Additional Benefits
A little about us:
First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.
Our Vision is:
To enhance the financial wellness of the diverse communities we serve.
Our Mission is:
To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.
Our Team:
"We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."
Apply today to begin your career with us!
Marketing Analytics Insights & Reporting Manager
First Merchants Bank job in Daleville, IN
Job Description
First Merchants Bank is seeking a Marketing Analytics Insights & Reporting Manager to join our team! The Marketing Analytics, Insights & Reporting Manager leads the consolidation of marketing data across platforms to tell clear, actionable data stories that accelerate decision-making, demonstrate progress against KPIs, and close the loop on customer feedback. The role integrates performance analytics (web, social, email/SMS, SEO/SEM, paid media), campaign measurement, and Voice of Customer (VoC) insights to guide strategy, optimize spend, and inform experience improvements-including partnering closely with UX to share behavioral and attitudinal insights.
This role blends descriptive, diagnostic, and predictive analytics with benchmarking to communicate what happened, why it matters, and what to do next-core expectations highlighted in current marketing analytics role guidance. It also stands up a scalable VoC practice (collection, analysis, and actioning of feedback from surveys, reviews, support interactions, social listening) to inform roadmap and retention efforts.
Essential Duties & Responsibilities:
Consolidate and normalize marketing data from web analytics, social platforms, email/SMS, SEO/SEM, paid media, and CRM to establish a single source of truth for performance reporting and optimization.
Define and maintain the KPI framework and benchmarks for brand, demand, lifecycle, and experience metrics; tie measures to business outcomes and OKRs in partnership with Marketing and Finance/FP&A.
Build and maintain executive and team-level dashboards and reports (weekly/monthly/QBR) and apply data-storytelling techniques so stakeholders quickly grasp what/so-what/now-what.
Stand up/run a VoC program aggregating solicited and unsolicited feedback (CSAT/NPS/CES, in-app/site feedback, product reviews, social listening, service transcripts). Apply sentiment/topic analysis to reveal loyalty drivers and friction.
Operationalize closed-loop feedback with Marketing, UX, Product, and Service; size impact, recommend fixes, and track adoption and outcomes.
Create measurement plans, event schemas, and UTM/naming standards; ensure full-funnel tracking for always-on and campaign activity across paid/owned/earned. (Design the stack recognizing that no single tool covers all analytics needs.)
Deliver pre/post analyses, A/B and incrementality testing, and contribution/attribution reads to quantify ROI/ROAS and inform budget reallocation. Communicate findings using storytelling best practices.
Partner with UX to share behavioral insights (funnels, heatmaps, session replays) and VoC themes that shape hypotheses, experiments, and design priorities.
Collaborate with Finance/FP&A to connect marketing investments to growth, acquisition, retention, and relationship deepening; align on forecasting and performance narratives for leadership.
Work with Marketing Ops/IT/Data to govern data quality, documentation (data dictionary), and access/controls; ensure reporting is accurate, timely, and compliant.
Evaluate and advise on analytics/VoC and martech tools, integrations, and roadmaps; lead light vendor management and pilots as needed.
Coach marketers on interpreting dashboards and applying insights; run recurring insights reviews and share best practices for data storytelling to drive adoption and action.
Champion privacy-aware measurement and ethical use of data in collaboration with Legal/Compliance.
To be successful in this position, we require the following:
Bachelor's degree in marketing, analytics, statistics, business, computer science, or related field
A minimum of (5) years of hands-on experience in marketing analytics/insights/reporting with measurable impact on channel optimization and campaign ROI.
The following would be a plus:
Excellent written and verbal communication skills
Strong analytical and problem-solving abilities with the ability to distill complex information into actionable insights
Commitment to the mission and values of the organization
High degree of integrity, discretion, and professionalism
Collaborative and team-oriented approach to partnerships
Ability to work independently and thrive in dynamic, fast-paced environments
Empathetic and mission-driven, prioritizing relationships built on respect and compassion
Demonstrated exceptional organizational, time management, and attention to detail
Demonstrated ability to consolidate data across web analytics, SEO/SEM, paid media, social, email/SMS, and CRM; fluency working across multiple tools/platforms
Proficiency in dashboarding/visualization (e.g., Power BI) and data storytelling; working SQL/data transformation skills preferred
Experience standing up or contributing to VoC programs (survey design, text/sentiment analysis, social listening, closed-loop actioning)
First Merchants offers the following:
Base Pay PLUS Bonuses
Medical, Dental and Vision Insurance
401k
Health Savings and Flexible Spending Accounts
Vacation/Sick Time
Paid Holidays
Paid Parental Leave
Tuition Reimbursement
Additional Benefits
A little about us:
First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.
Our Vision is:
To enhance the financial wellness of the diverse communities we serve.
Our Mission is:
To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.
Our Team:
"We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."
Apply today to begin your career with us!