Old National Bank jobs in Louisville, KY - 89 jobs
Data Governance Analyst
Old National Bank 4.4
Old National Bank job in Louisville, KY
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 Data Governance Analyst will support the development and execution of enterprise-wide data governance initiatives. This role will focus on ensuring the integrity, quality, and protection of data assets through the implementation of governance frameworks, data quality controls, and metadata management practices. The Analyst will work closely with business units, IT, and compliance teams to support the organization's data governance strategy and ensure alignment with regulatory and risk management expectations.
Salary Range
The annual salary range for this position is $60,000.00 - $121,300.00. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.
Key Accountabilities
Data Governance Operations
Assist in the implementation and maintenance of the enterprise data governance framework, including policies, standards, and procedures.
Support the development and execution of data quality rules, issue tracking, and remediation processes.
Maintain and enhance metadata repositories and data catalogs using tools such as Informatica or Microsoft Purview.
Data Stewardship and Collaboration
Partner with data owners, stewards, and business units to define and document data definitions, lineage, and usage.
Facilitate working groups and workshops to gather requirements and promote data governance awareness across the organization.
Risk and Compliance Support
Monitor and report on data governance metrics, including data quality trends, audit findings, and remediation progress.
Support internal and external audits by providing documentation and evidence of data governance controls and practices.
Project and Initiative Support
Contribute to enterprise initiatives such as the Modern Data Platform migration, report certification programs, and regulatory reporting enhancements.
Participate in cross-functional projects to ensure data governance requirements are embedded in system implementations and process changes.
Qualifications and Education Requirements
Bachelor's degree in information systems, Business, Risk Management, or a related field.
2+ years of experience in data governance, data management, or risk/compliance roles.
Familiarity with data governance frameworks (e.g., DCAM, NIST Privacy Framework, FFIEC).
Experience with data quality tools, metadata management platforms, and reporting tools.
Strong analytical, communication, and collaboration skills.
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, 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.)
$60k-121.3k yearly Auto-Apply 1d ago
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Senior Credit Officer
Old National Bank 4.4
Old National Bank job in Louisville, KY
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.)
$106.1k-214.6k yearly Auto-Apply 4d ago
Customer Service Advisor -Float
Wesbanco 4.3
New Albany, IN job
Helps foster a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Customer Service Advisor's (CSA) are charged with providing excellent customer service while identifying sales opportunities and performing account transactions. CSA's must be responsive by recognizing the immediate need of the Banking Center throughout the day and proactively providing both Customer Service Representative (CSR) and sales platform support as needed. The CSA is responsible for consumer and business relationship building efforts and focusing on daily sales initiatives. From an operational standpoint, the CSA is responsible to comply with all established Bank policies, procedures, and security measures. Responsibilities include operating as a CSR and/or providing necessary additional support of the banking center's sales and operational objectives as assigned.
Essential Functions:
Excellent Customer Service
Operational and Security Proficiency
Identify referral opportunities
Relationship building
Cross-selling of Bank's products and services
Business development (inside and outside)
Essential Duties and Responsibilities:
Personally models the standards of the Bank's Mission, Vision, and Pledge.
Required to effectively assess the financial needs of Banking Center clients and make an appropriate recommendation to fulfill the needs of the client.
Accepts and accurately processes all financial service transactions.
Responsible for CSR cash drawer and follows proper balancing and cash handling procedures.
Complies and operates within security and audit procedures.
Consistently meets and exceeds defined sales goals for loans, deposits, partner referrals and profitability.
Promotes the sales culture within the banking center by demonstrating strong ability to sell and successfully promote the Bank's products and services in order to reach individual and team sales goals.
Communicates and partners effectively with branch staff and peers to promote team environment to ensure goals are met.
Continually monitors performance against the banking center goals by adjusting individual goals and initiating sales promotions as needed to meet those goals.
Executes consistent, outbound calling activities inside the banking center by utilizing customer lists. Promotes bank products consistently and makes appropriate business line referrals as defined by location goals.
Educates bank team on uncovering opportunities to help advance financial wellness of customers.
Sets priorities and follows through on the implementation of the defined sales and service activities.
Promotes company products and services in the community to assist in the continuing growth of the Bank.
Supports proper functioning of all day-to-day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply to the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements.
Actively participates in regular sales and staff meetings.
Provides service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/issues.
Builds successful working relationships with internal business partners seeking constructive peer feedback when appropriate.
Demonstrates sound judgment and decision making and by following established guidelines and procedures while utilizing appropriate resources for assistance when needed.
Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures.
Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location.
Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center.
Cross trained and expected to assist with operational duties.
Other Skills and Requirements:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Must be willing to register and maintain registry with the Nationwide Mortgage Licensing System and Registry (NMLS), to comply with the S.A.F.E. Act Requirements.
Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs.
Strong consumer lending skills are preferred with a solid understanding of consumer lending products.
Ability to generate new financial relationships through outbound calling, internal business development and building a loyal customer base.
Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing.
Must have strong product knowledge for the level of selling and successfully promoting bank products expected with position.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Sound mathematical and analytical skills preferred.
Must have excellent organizational skills and the ability to multi-task and to be flexible.
Ability to lift and carry up to 25 lbs.
Must be available to work all hours of operations.
Responsible for conducting trade review while adhering to regulatory and firm's policies and procedures. Responsible for working independently with minimal supervision. Completes all assigned compliance training timely and maintains professional licenses as required.
CUSTOMER SERVICE SKILLS:
Must be able to work effectively with a wide variety of departments, managers, staff, clients and auditors.
Represents the Company in civic, community and industry functions to network and develop additional business.
Ability to evaluate and analyze products and services, and vendors.
INTERPERSONAL SKILLS:
Ability to exercise independent sound, judgment and discretion and understand when assistance is needed.
Strong interpersonal and communication (written and verbal) skills.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Responsibilities include Principal Review and approval of transactions while adhering to the firm's established policies and procedures.
Provides Principal Review and approval on variety of business types: equities, mutual funds, annuities, life insurance, advisory, etc.
Maintains product knowledge and assists with the creation of practices and programs as needed.
Communicates with registered representatives for any issues regarding transactions.
Communicates with Compliance on regulatory best interest or suitability concerns.
Provides guidance to registered representatives to resolve escalated issues surrounding trade review.
Reviews daily trade blotter for day-to-day broker activity.
Reviews outside brokerage accounts.
Reviews electronic communications as needed.
Other duties may be assigned.
OTHER REQUIREMENTS:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Proficient skills in Word, Excel and Outlook.
Associates Degree in Business, Finance, Accounting or related degree preferred.
Minimum of three years of experience in the securities industry.
Experience and knowledge in Trade Review or Compliance preferred.
Knowledge of a broad range of securities and insurance products, FINRA rules, regulations, Securities and Risk Management principles, current economic and market conditions, legislation required.
Knowledge of criteria for determining best interest and suitability of proposed purchase of securities/insurance products for each individual client's needs and legal principles of client's capacity/authority to transact business, and the authority of agents, attorneys in fact, executors, administrators and others to transact business on client's behalf required.
Series 7 Required
Series 63 & 65 or 66 Required
Series 24 or ability to obtain series 24 within 90 days of employment required
Series 4 and 53 are not required but preferred. (Option to obtain within 180 days of employment)
State Insurance license required.
$43k-71k yearly est. 20d ago
Trust Relationship Officer
Wesbanco 4.3
New Albany, IN job
Responsible for effective service delivery to current and prospective WesBanco Trust and Investment Services clients and for the administration of basic Trust and Investment Agency relationships. The individual will work closely with a Senior Trust Officer to develop necessary skills and professional credentialing.
Essential Function
Banking is a highly regulated industry, and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Essential Duties and Responsibilities include the following. Other duties may be assigned.
· Administers a book of straightforward Trust and Investment Agency accounts. Works with Senor Trust Officer for more complex deals.
· Handles daily duties such as account activity, fulfilling client requests, and periodic account reviews.
· Develops an understanding of investment strategy and their application within client portfolios.
· Develops an understanding of estate planning techniques using Wills and Trusts and their appropriate use within client relationships.
· Maintains an understanding of Trust regulations and policy and procedures. Keeps up to date with all applicable regulations. Continues to develop knowledge and attend training programs.
· Engages in problem solving for client issues and determining solutions to meet the customer's needs.
· Handles routine bill payment and remittance set up for trust clients.
· Reviews Overdraft Report and coordinates maintenance with Trust Officer.
· Maintains Trust Accounting System items.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
$39k-70k yearly est. 2d ago
Data Protection Engineer, Sr.
Old National Bank 4.4
Old National Bank job in Louisville, KY
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 Sr. Data Protection Engineer is responsible for leading the organization's efforts to identify, assess, and evaluate potential vulnerabilities and threats to the organization's Classified data. This includes conducting regular data risk assessments, recommending controls and countermeasures to mitigate identified risks, and monitoring the effectiveness of the implemented security measures.
Salary Range
The annual salary range for this position is $60,000.00 - $121,300.00. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.
Key Accountabilities
Develop and Implement data protection strategies and initiatives, including classification and handling, data access controls, inventory, encryption, and retention.
Work closely with other stakeholders to enforce data protection related policy and respond to regulatory requirements.
Develop and maintain data security policies, procedures, standards, and ensure that they are followed by the entire organization
Work with cross-functional teams to create and maintain data inventories and data flows, and manage data sharing controls
Drive the design and implementation of data access controls, ensuring only authorized access to Classified data
CO-develop and implement data retention policy and procedures, ensure compliance with internal policy and external regulations
Enforce data encryption standards and strategies to secure data at rest and in transit
Lead incident response efforts related to data breach and work with stakeholders to mitigate impact
Lead and conduct regular data risk assessments to identify potential vulnerabilities and threats to the organization's data and information systems
Stay abreast of new developments in the field of cybersecurity and ensure that the organization's risk assessment and data security processes are aligned with industry standards and best practices
Represent the organization in external meetings and interactions with clients, stakeholders, and other industry experts as needed
Key Competencies for Position
Proven experience with data discovery, classification, handling, access, inventory, and retention
Proven experience with data protection technologies, such as encryption, tokenization and data loss prevention tools.
Experience with designing and implementing data security solutions for enterprise environments
Strong understanding of data protection regulations and standards.
Experience in developing and implementing data protection strategies and frameworks.
Excellent analytical and problem-solving skills.
Strong communication and interpersonal skills.
Ability to work cross-functionally and collaborate with various teams.
Qualifications and Education Requirements
Bachelor's degree in information security, Risk Management, or a related field.
Minimum of 5 years of experience in data protection, information security, or risk management.
Familiarity with data governance frameworks (e.g., DCAM, NIST Privacy Framework, FFIEC).
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.)
$60k-121.3k yearly Auto-Apply 1d ago
Relationship Banker
Old National Bank 4.4
Old National Bank job in Louisville, KY
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of
Impact Network Groups
led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.
Responsibilities
The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations.
Salary Range
The salary range for this position is $17.00/hr. - $27.50/hr.. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate's relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities
Develop and grow client and prospective client relationships
Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives.
Cross sells products and services and refers to business product partners to ensure client needs are met.
Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.)
Achieve Sales and Service Targets
Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls.
Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs.
Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance.
Operations Oversight
Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc.
Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience.
Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements.
Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics.
Key Competencies for Position
Culture Leadership:
Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences.
Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals.
Execution Leadership:
Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets.
Problem Resolution/Decision-Making - With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement.
Client Leadership:
Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting.
Key Measures of Success/Key Deliverables
Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc.
Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment.
Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts.
Position Levels
There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a “Market” position that supports all banking centers in a defined market.
Relationship Banker
Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training.
Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus)
Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered.
Relationship Banker II
Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered.
Demonstrates consultative sales skills and strong service levels to build and deepen client relationships.
Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles.
May manage an assigned client portfolio to handle all consumer banking relationship needs.
Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations.
Completes Relationship Banker Development Program to demonstrate advanced proficiency in role.
Qualifications and Education Requirements
High School diploma or GED Equivalent
Minimum one year relationship-based client consultation and/or consultative sales experience
Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending
Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register.
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.
Our culture is firmly rooted in our core values.
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.
We are Old National Bank. Join our team!
We can recommend jobs specifically for you! Click here to get started.
If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)
$17 hourly Auto-Apply 1d ago
Compliance Testing Analyst
UMB Bank 4.6
Frankfort, KY job
**Corporate Compliance Services** partners with UMB management in its obligation to effectively manage compliance and related risks within the UMB family of corporations. This team provides timely, accurate, and seasoned judgment related to regulatory compliance risk, suggests strategies for mitigating risk, promotes a strong culture of compliance, and fulfills regulatory expectations of administering effective compliance monitoring and other mandated programs.
As a Compliance Testing Analyst, you will carry out the testing function of UMB Financial Corporation's Compliance Management System. This position will conduct transaction testing to validate regulatory compliance of consumer and commercial loan and deposit products and services. You will have the opportunity to participate in meetings with business units, individually or in a group, to identify gaps within current practices and regulatory requirements. You will identify and communicate compliance deficiencies and potential issues to Corporate Risk Management and business partners and communicate efficiencies and process enhancements to correct deficiencies and comply with regulatory requirements.
Being a UMB associate is unlike working at any other company. You are not only valued for the work that you do, but who you are. You'll be encouraged to bring your whole self to work, being valued for exactly who you are. You'll also have the opportunity to serve your community alongside your team. At UMB, we do big business, but we don't forget that the little things matter the most.
**How you'll spend your time:**
+ Build understanding of consumer protection regulations governing consumer/commercial loans, residential real estate mortgages, deposits, marketing communications, and HMDA
+ Develop and maintain rapport with lines of business, and other 2nd line and 3rd line stakeholders, to maintain a strong Compliance Management Program
+ Plan, develop and execute compliance testing, including control design and performance reviews and transactional testing
+ Manage time effectively to assist in completing the annual test plan
+ Lead and participate in meetings amongst stakeholders to discuss findings; draft and distribute a written report of the review final results
**We are excited to speak with you if:**
+ You possess an Associate degree or equivalent in Accounting, Finance or Business Administration (w/ strong emphasis in Accounting or Finance) OR
+ You have at least two (2) years compliance, audit or quality control experience with a financial institution, consulting firm, or regulatory agency
**Compensation Range:**
$51,480.00 - $99,330.00
_The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information_
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
**Are you ready to be part of something more?**
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
_UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _*************************_ _to let us know the nature of your request._
_If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (*********************************************************************************************************************************** _to understand how we collect and use your personal information when you apply for employment with UMB._
**_Who we are_**
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
Learn more about UMB's vision (******************************************************************************************************
Check out the road to a career at UMB
$51.5k-99.3k yearly 16d ago
Payments Associate - Bank Operations
Wesbanco 4.3
New Albany, IN job
The payment areas include ACH, Wire and other real time payment channels. The payment areas handle processing of payment receipt and delivery for all customers. The primary responsibilities include handling the flow of transactions and work to ensure proper and timely posting of payments. The payment area strives to provide excellent internal and external customer support for existing consumer and business accounts.
The Payments Associate performs a variety of routine daily tasks including processing payment transactions, reviewing reports, and assisting with reconciliation duties. Responsible for providing internal customer support to all branches, treasury management, corporate banking, and lending personnel concerning questions in regards to payment processing. This position must work collaboratively with all departments within the organization.
CUSTOMER SERVICE SKILLS:
Willingness to provide a level of service which will clearly differentiate us from our competitors.
INTERPERSONAL SKILLS:
Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to management, bank employees and bank customers in a collaborative and solutions oriented manner.
Ability to communicate effectively with customers or employees in writing, in person, or via telephone.
Ability to handle workload pressure and deadlines.
Ability to work independently.
Ability to maintain confidentiality.
Team player with a positive outlook.
Must be detail oriented and have good organizational skills.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Provides customer service via phone, mail, and email for payment processing.
Works in a queue based environment and handles the tasks as received.
Reviews and processes payment requests, maintenance, research, and customer or banking center initiated requests through various payment processing systems.
Performs transactions within associated compliance requirements.
Analyzes transactional risk and reasonableness in accordance with bank guidelines. If any concern, escalate to management.
Other job duties and/or responsibilities assigned with or without prior notice.
OTHER REQUIREMENTS:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Demonstrated proficiency in basic computer applications such as Microsoft Office.
Knowledge of FIS IBS Insight and payment processing applications preferred.
Ability to learn payment processing systems.
High school diploma or general education degree (GED) required. Associate's Degree in Business, Finance, or Accounting preferred.
Customer Service and administrative experience required with payment or bank operations experience preferred.
$44k-83k yearly est. 22d ago
Project Manager II - Strategy and Transformation
Wesbanco 4.3
New Albany, IN job
As a Project Manager II within the Enterprise Strategy & Planning team you will be responsible for driving strategy and leading key projects for complex, cross-functional initiatives across multiple line of business. You will be heavily involved in organizing, directing, managing, coordinating, and executing key activities to ensure operational readiness and that staff is prepared to manage changes with high quality and sound controls and you will also handle executive communication. Manages moderate and high complexity projects from request through the archive phase. Requires extreme discretion and confidentiality while showing a high degree of professionalism.
ESSENTIAL FUNCTION:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Business Insight:
Understands the strategic goals of the organization and align project objectives accordingly
Analyzes market trends and business data to inform project decisions and strategies.
Manage Complexity:
Navigates and manage moderate to high-level projects with multiple stakeholders and interdependencies.
Develops and implement effective project plans to handle intricate project details and challenges.
Resourcefulness:
Identifies and leverage available resources to achieve project goals efficiently.
Innovates and adapt to overcome obstacles and ensure project success.
Accountability:
Takes ownership of project outcomes and ensure timely delivery within scope and budget.
Monitors project progress and implement corrective actions as needed.
Collaboration:
Fosters a collaborative environment by working closely with cross-functional teams.
Builds strong relationships with stakeholders to ensure alignment and support.
Effective Communication:
Communicates project status, risks, and issues clearly and effectively to all stakeholders.
Facilitates meetings and presentations to keep the team informed and engaged.
Adaptability:
Adjusts project plans and strategies in response to changing circumstances and feedback.
Stays flexible and open to new ideas and approaches to improve project outcomes.
QUALIFICATIONS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
OTHER SKILLS & ABILITIES:
Willingness to provide a level of service which will clearly differentiate us from our competitors.
Professional demeanor in appearance, interpersonal relations, work ethic and attitude.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to bank employees and bank customers.
Ability to multitask.
Excellent communication, time management and problem-solving skills.
Ability to maintain trust, discretion, and confidentiality.
COMPUTER SKILLS:
Proficient in Microsoft Office products which includes Word, Excel, PowerPoint, SharePoint, OneNote, and Outlook.
Ability to learn Project Management and web-based software applications.
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
WORK ENVIRONMENT:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Bachelor's Degree required.
PMP Certification or similar required.
Minimum of 3 years Banking Experience or similar required.
Track record of independently managing complex projects.
$83k-110k yearly est. 14d ago
Audit Staff - Audit
Wesbanco 4.3
New Albany, IN job
Responsible for completing various risk-based internal audits, interacting with various levels of management, and assisting with other audit and special projects, all in accordance with the annual audit plan and global internal audit standards.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Works under the supervision of the Audit Manager(s).
Performs assigned work within the structure of the departmental procedures and the Global Internal Audit Standards published by the Institute of Internal Auditors.
Conducts audit testing of assigned areas within established/modified timelines.
Assists in the completion of risk-based audit programs.
Evaluates or assists in the evaluation of the adequacy and effectiveness of the company's internal control processes.
Completes assigned audit procedures that test the accuracy and effectiveness of policies, procedures, risk assessments and other documentation.
Prepares work papers that record and summarize assigned audit procedures.
Assists in the development of recommendation(s) for corrective action/improvement.
Maintains and adheres to information security and confidentiality requirements.
OTHER REQUIREMENTS:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Ability to adapt to corporate-wide systems routinely utilized by internal audit staff.
Display personal initiative to foster professional development through formal education and cross training of department functions.
Ability to complete multiple tasks while meeting assigned deadlines.
Ability to complete and comprehend audit processes such as system documentation walk-throughs, source documentation, internal control questionnaires, yield analysis, and lead schedules.
Ability to execute assigned audit areas including inquiry/observation, substantive procedures, analytical review procedures, attribute testing, and concluding on assigned test work.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas, and concepts to management and bank employees in a collaborative and solutions oriented manner.
Possess strong analytical abilities and skills.
Ability to utilize information systems hardware and information systems applications.
Proficient in Microsoft Office including Word, Excel and Outlook.
Bachelor's degree with a preference in Accounting, Finance or related field; or an Associate's Degree and two years of related Accounting, Audit (External or Internal) and/or Risk Management work experience required.
$43k-52k yearly est. 41d ago
Sr. Administrative Support, Auto Finance
Huntington National Bank 4.4
Louisville, KY job
The Sr. Administrative Support, Auto Finance position provides Simply the Best customer service at all times.
Duties & Responsibilities:
Provides administrative support, including typing, filing and answering telephones for a sales function for one or more account officers.
Responsible for the day-to-day activities and interaction between the client and Huntington, in terms of the establishment, documentation, and maintenance and servicing of the relationship.
Fosters and develops internal and external relationships including advising and counseling on bank products and services.
Responsible for identifying, researching, analyzing and resolving complex problems with accounts.
Assist the sales function or an officer by processing and maintaining complete and accurate documentation.
Compiles information, composes memos and prepares other correspondence that will be presented to clients, officers, attorneys, agencies and others.
Maintains up-to-date knowledge and may train others on products, services, departmental systems and related technology.
Makes routine decisions in the absence of an officer.
Performs other duties as assigned.
Basic Qualifications:
High School Diploma or GED required
3 years in a clerical support role required
Preferred Qualifications:
Excellent in customer service, highly motivated, focused, and goal oriented
Must have excellent written and verbal (face-to-face and phone) communication skills including professional grammar and demeanor
Strong organizational skills with attention to detail, planning and follow-up
Ability to build and expand quality internal and external customer relationships
Ability to multi-task
PC and internet proficiency
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.
$41k-65k yearly est. Auto-Apply 60d+ ago
Treasury Management Officer II
Fifth Third Bank 4.6
Louisville, KY job
Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
GENERAL FUNCTION:
Member of a highly productive, industry leading team of treasury professionals. Responsible for business development (new and cross-selling), client service excellence, client retention, and client consultation. Revenue growth and client retention are paramount. Self sourcing, networking externally, and partnering with key team members (within the local affiliate and/or group) to drive business. Responsible to prospect with internal partners. Work with a One Bank team to understand clients and prospects business environments, strategies, and industries to best determine the financial needs and appropriate working capital management solutions to provide.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Must be able to persuasively articulate Fifth Third's value proposition to both internal and external clients to influence the outcome within the sales process.
Demonstrate ability to identify client needs and the ability to present working capital solutions to clients and prospects.
Demonstrate ability to understand payment and commerce solutions/ processes.
Demonstrate proficiency in knowledge of all strategic TM solutions and their benefits to our clients.
Understand competitions' capabilities and gaps and how to position 5/3's services against them.
Prepares and deliver quarterly client service reviews to clients.
Expected to develop personal relationships with C-suite and senior management decision makers at client and prospect organizations.
Devise and execute a plan to exceed sales goals.
Accountable for the development of a sales pipeline of both new and cross-sell opportunities and appropriately managing those to a win/loss decision.
Actively manage a pipeline using the CRM tool.
Maintain lines of communications with RMs individually and as a group.
Review sales goals with RMs and ensure RMs are advised of calling strategies.
Educate and advise RMs of new TM product development initiatives.
Assess knowledge level of individual RMs and bring each up to a minimum standard.
Partner with RMs to provide recommendations on sales opportunities to include sales to new prospects and cross-sell opportunities to existing clients.
Work closely with assigned client specialists to ensure excellent client service on an on-going basis.
Assist with general bank communications to clients.
Take ownership and deliver timely resolution of client issues.
Develop knowledge of internal resources for accurate response to client issues.
Understand and communicate implementation time-line to align with client expectations.
Ensure proper account documentation and all requisite agreement execution.
Communicate recurring or serious product issues to management.
Recommend viable solutions to improve client service.
Understands, appreciates, and promotes the history of 5/3 Bank, its financial position, operating model and commitment to a positive client experience.
MINIMUM KNOWLEDGE AND SKILLS REQUIRED:
Bachelor's or Master's degree in Business (e.g. Business Administration, Finance, Accounting) or equivalent work experience preferred.
CTP certification is strongly encouraged.
Minimum of 2 years Wholesale/Commercial Banking experience, prefer at least 1 to 3 years of experience in a financial services sales environment is preferred.
Demonstrated record of consistently exceeding performance goals.
Possess a strong desire to constantly strive to improve oneself.
Must have strong client interaction skills and has demonstrated the ability to influence the outcome of a sales process.
Requires the aptitude for powerful presentations and negotiation skills with internal and external clients.
Demonstrated ability to articulate the benefits of strong working capital management solutions to clients.
Proven product and sales knowledge sufficient to help mentor new team members.
Demonstrated knowledge of a wide array of treasury management products.
Excellent oral and written skills.
Basic proficiency in PC software (MS Office).
Technical Treasury Management competencies.
Understanding of Treasury Management products and solutions.
Ability to build new & existing client relationships.
Ability to evaluate client needs.
Basic understanding of financial statement analysis.
Treasury Management Officer II
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner.
LOCATION -- Louisville, Kentucky 40202
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
$58k-69k yearly est. Auto-Apply 24d ago
Senior Business Intelligence Developer - Information Technology
Wesbanco 4.3
New Albany, IN job
The Senior Business Intelligence Developer is a senior-level developer and thought partner responsible for architecting cross-functional reporting solutions, defining dashboard standards, and shaping enterprise-wide BI strategy. This role leads complex dashboard projects, partners with business and data leadership, and ensures the alignment of visual reporting to strategic goals. It combines deep technical skill with user-centered design and acts as a mentor and standards-setter across the BI community.
ESSENTIAL FUNCTION:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Business Engagement & Impact
Leads stakeholder engagements to scope, prioritize, and deliver enterprise dashboards.
Frames dashboards around decision-making, transparency, and business alignment.
Guides departments in defining strategic KPIs and connecting them to visual outputs.
Shapes analytic narratives for senior audiences using interactive and visual storytelling techniques.
Technical Execution
Designs enterprise-level dashboards with custom drill paths, parameterization, and dynamic filtering.
Integrates usage telemetry, embedded BI elements, and complex semantic logic.
Manages dashboard performance tuning, metadata integration, and reusability layers.
Builds components that scale across domains while retaining contextual clarity.
Collaboration & Enablement
Provides mentorship and peer review for team members and cross functional partners.
Develops documentation standards, dashboard libraries, and reusable visual components.
Partners with Enterprise Data Science and Enterprise Business Data Analyst colleagues to create joint analytics solutions.
Represents the Business Intelligence team in governance, tooling, and roadmap planning sessions.
Platform & Strategy Alignment
Collaborates with platform and governance teams on semantic layer evolution and metric standardization.
Identifies and addresses gaps in metadata, access models, and dashboard usability.
Supports self-service enablement through guided navigation and embedded training.
Drives strategic alignment between visual reporting tools and platform strategy.
Ethics & Responsible AI
Advocates for visual integrity, responsible framing, and ethical storytelling.
Challenges misuse or misinterpretation of metrics in high-impact settings.
Leads with transparency and long-term usability in mind.
QUALIFICATIONS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
OTHER QUALIFICATIONS:
Expertise in multiple BI platforms and advanced SQL fluency.
Track record of delivering enterprise-scale reporting solutions.
Proficiency in Microsoft Office Products including Excel, PowerPoint and Word.
SUPERVISORY RESPONSIBILITIES:
Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws.
Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
WORK ENVIRONMENT:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Bachelor's degree in information systems, business, or analytics-related field, required. Master degree, preferred
Minimum five years experience in BI development or equivalent analytics work, required.
$99k-118k yearly est. 37d ago
Treasury Mgmt Prod Cnlst, Sr
Old National Bank 4.4
Old National Bank job in Louisville, KY
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
Product Consultant: Commercial Cards
will serve as the subject matter expert for the bank's commercial credit cards, aiding with new sales and primarily responsible for portfolio optimization processes. This position will work with the Card product management team to review program performance, partnering with Treasury Management sales representatives to provide clients with strategic roadmaps to increase card usage. As an extension of sales, this position will be responsible for identifying requirements to enhance the card product and will be responsible for revenue growth for the solution.
Salary Range
The salary range for this position is $98,400 - $199,000 per year. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.
Key Accountabilities
Key Accountability 1: Sales Process Assistance
Assists sales team with technical needs during sales consultation process, attending calls or WebEx meetings as requested.
Maintains extensive knowledge of capabilities for commercial credit card offerings and ancillary features.
Serves as SME on complex implementations for assigned services.
Knowledgeable of broader features and capabilities in Treasury Management and able to pull in other SMEs as appropriate.
Key Accountability 2: Portfolio Optimization
Analyzes current card portfolio to identify opportunities to increase card utilization.
Partners with Treasury Management sales to propose strategies to increase card program utilization.
Utilizes vendor matching tools to find opportunities to expand card use.
Key Accountability 3: Profitability & Growth
Responsible for growth of spend volume and profitability for existing portfolio.
Monitors existing rebate and reward programs, making recommendation to adjust when profitability criteria are not met.
Key Competencies for Position
Delights Clients - Continuously seeks and applies knowledge leading to a best-in-class client experience.
Passionately serves internal/external clients with excellence
Maintains a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally
Understands data, metrics and/or financial information, and how they tie to client satisfaction and business outcomes related to position, client and/or team
Nurtures client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder value
Makes Decisions & Solves Problems - Seeks deeper understanding and takes action
Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency
Collaborates and seeks to understands the root causes of problems
Evaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the time
Takes action that is consistent with available facts, constraints and probable consequence
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
Strategy in Action - Build your strategic mindset capability
Breaks down larger goals into smaller achievable goals and communicates how they are contributing to the broader goal
Actively seeks to understand factors and trends that may influence role
Anticipates risk and develop contingency plans to manage risks
Identified opportunities for improvement and seeks insights from other sources to generate potential solutions
Aligns activities to meet individual, team and organizational goals
Product Consultant 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: previous Commercial Card experience, depth and breadth of previous or current institution size - the same role for many years or a variety of roles in the same space over a number of years, skills, knowledge, previous performance and success factors, proven ability to achieve sales targets year over year, education/certification, length of time in Treasury Management industry and Corporate Credit Cart similar growth to existing portfolios.
Key Measures of Success/Key Deliverables
Favorable new sales production metrics
Favorable portfolio growth metrics
Feedback from sales team partners
Qualifications and Education Requirements
Bachelor's degree in Business, Finance, Communications or related field or HS diploma/GED with equivalent experience; advanced degree preferred.
5+ years of experience in Treasury Management Product Management, specifically Commercial Cards strongly preferred
Experience in financial services, ideally in Commercial products and services
Ability to successfully collaborate with cross-functional teams made up of business line stakeholders, user experience, sales, technology, operations, customer service, risk management, legal/compliance, and data teams
Great attention to detail, thoroughness, and soundness in written documentation as well as in the analytical review of data
Comfortable operating in a change driven environment
Ability to build relationships with business line partners, stakeholders, technology leadership, and external partners
Anticipates, identifies, and articulates potential issues and opportunities and effectively responds
Proven ability to manage processes improvement initiatives to optimize effectiveness and efficiencies --- identifying existing, enhancing for improvement, and implementing new processes
Demonstrated ability to develop, consult and execute short-term and long-term strategies related to effective and flexible use of people, systems, structures, processes.
Demonstrated ability to translate complex, technical concepts so that they are clearly understood in support of sound decisions to meet business objectives.
Manage and optimize the end-to-end product cycle to reduce overall fulfillment timeline and to ensure actions items are completed on time and on budget.
May develop training materials and perform training sessions, as needed, for internal team members as it relates to product management initiatives.
Excellent organizational skills are required, including the capacity to effectively manage multiple tasks and priorities while consistently achieving desired outcomes.
Demonstrated proficiency and efficacy as an end-to-end problem solver (defining problems, structuring, and building quantitative / qualitative analysis, etc.) to operationalize the business strategy effectively
Best in class communication, storytelling, and presentation skills.
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.
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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.)
$55k-65k yearly est. Auto-Apply 1d ago
CT National Sales Manager
UMB Bank 4.6
Frankfort, KY job
The Specialty Corporate Trust (SCT) National Sales Manager is responsible for sales and account management under the specialty corporate trust division. + Identify and strategize on the development of new products (municipal and non-municipal). + Assist with the marketing and sales direction and strategy.
+ Creates and conducts proposal presentations and RFP responses.
+ Participate in New Business Committee meetings.
+ Report sales progress and results directly to management.
+ Strategize with management on new opportunities, products and overall vision of CT.
+ Monitor own sales pipeline.
+ Attend industry related conferences.
+ Maintain professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies.
**Knowledge & Skills**
MINIMUM:
+ Excellent verbal and written communication skills
+ Proven ability to build relationships with peers, cross-functional counterparts, and line of business leadership
+ Proven ability to build external relationships with industry leaders and clients
+ Ability to prioritize and effectively manage time
+ Proven results-oriented sales leadership generating innovative, original solutions
+ Proven strong decision-making ability based on data and feel for the market
**Requirements**
_MINIMUM:_
+ Bachelor's degree in related field
+ Seven (7) years sales experience in Financial Services with demonstrated leadership
_PREFERRED:_
+ Sales Management experience
**Work Environment:**
Typical office environment; travel up to 50% may be required
**Compensation Range:**
$83,200.00 - $178,800.00
_The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information._
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
**Are you ready to be part of something more?**
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.
_UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _*************************_ _to let us know the nature of your request._
_If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (*********************************************************************************************************************************** _to understand how we collect and use your personal information when you apply for employment with UMB._
**_Who we are_**
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
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Check out the road to a career at UMB
Manages the day-to-day collections of a portfolio of credit lines and consumer and personal loans both secured and unsecured. Maintains a comprehensive knowledge of applicable state and federal regulations relating to collections and ensure that the Bank's policies and procedures are compliant with the same. Prepares files as an account progresses in delinquency and make recommendations to management as to the required action needed to secure possession of our collateral and/or payment of the past due amount.
CUSTOMER SERVICE SKILLS:
Willingness to provide a level of service which will clearly differentiate us from our competitors.
INTERPERSONAL SKILLS:
Professional appearance and demeanor, interpersonal relations, work ethic and attitude.
Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to management, bank employees and bank customers in a collaborative and solutions-oriented manner.
Possess effective organizational skills and ability to handle detail-oriented work with promptness.
Ability to work in a fast-paced environment.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Initiates outbound and receives inbound phone calls relating to the collection of delinquent accounts.
Reduces delinquency, prevents repossessions and/or foreclosure, and minimizes charge offs/charge downs on assigned accounts.
Determines reason for non-payment.
Completes Skip Trace on accounts to locate customers for which you have not established phone contact to verify phone number, address, place of employment for the maker and co-maker(s) on the account.
Reviews all bank systems as needed (FIS/IBS, Image Centre, etc.) to determine the scope of the customer relationship as well as facilitate in the collection of the account.
Prepares necessary documentation for modifications, extensions, and file evaluation.
Negotiates payment arrangement with borrower(s).
Maintains detailed tracking log on all accounts as you work through the collection process.
Processes GL and Payment Tickets as applicable when payment is received.
Researches and resolve billing and/or payment disputes on assigned accounts.
Verifies "Proof of Insurance" for collateralized loans as needed.
Orders appraisals when appropriate.
Analyzes loan/collateral file to make recommendation for appropriate action.
Reviews personal credit and asset reports to make recommendations as to appropriate strategy.
Organizes and prepare files to be referred for repossession and/or foreclosure.
Makes appropriate file notations for all correspondence and any other events to Intellect system.
OTHER REQUIREMENTS:
Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.
Ability to research problem situations and recommend appropriate action.
$29k-38k yearly est. 2d ago
Corporate Banking Rel Mgr, Sr
Old National Bank 4.4
Old National Bank job in Louisville, KY
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 Corporate Banking Relationship Manager is responsible for generating new loan and deposit business, according to assigned sales goals, by initiating and developing relationships with businesses, industries, developers and consumers. The Corporate Banking Relationship Manager maintains acceptable credit quality and appropriate loan pricing. Individual portfolio management and client relationship expansion, including partner referrals, are critical for success in this position.
Salary Range
The salary range for this position is $127,900 - $258,600 per year. 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
Achieve Sales Targets
Works to achieve assigned personal sales goals through proactive activities and behaviors that lead to results.
Aligns client and bank objectives and orchestrates organizational resources and referral partners to build collaborative, client-focused relationships.
Uses a consultative selling approach to understand client needs and opportunities, including conducting pre-call planning, establishing rapport, interviewing for needs and opportunities, explaining features and benefits, overcoming objections and closing the sale.
Leverages centers of influence to build a network and create a pipeline of business.
Loan Originations
Ensures loan requests meet the requisite level as set forth under current loan standards by evaluating loan requests for proper purpose, structure and pricing.
Partners with support staff to ensure the loan origination process meets bank and client expectations.
Seeks guidance and insight from other lenders and Executives to deliver the best possible loan terms for the bank and client.
Portfolio Management
Manages a portfolio of customers satisfactorily, ensuring the relationships are maintained in a professional manner and monitoring of the portfolio meets current loan standards.
Strives to meet or exceed average portfolio target by strengthening existing client relationships and fostering new relationships.
Manages delinquencies and portfolio to ensure that classified credits are recognized timely and referred promptly to Special Assets.
Key Competencies for Position
Strategy in Action - Build your strategic mindset capability.
Breaks down larger goals into smaller achievable goals and communicates how they are contributing to the broader goal.
Actively seeks to understand factors and trends that may influence role.
Anticipates risk and develop contingency plans to manage risks.
Identifies opportunities for improvement and seeks insights from other sources to generate potential solutions.
Aligns activities to meet individual, team and organizational goals.
Compelling Communication - Openly and effectively communicates with others.
Effectively and transparently shares information and ideas with others.
Tailors the delivery of communication in a way that engages the audience and that is easy to understand and retain.
Unites others towards common goal.
Asks for others' opinions and ideas and listens actively to gain their support when clarifying expectations, agreeing on a solution and checking for satisfaction.
Makes Decisions & Solves Problems - Seeks deeper understanding and takes action.
Takes ownership of the problem while collaborating with others on a resolution with an appropriate level of urgency.
Collaborates and seeks to understands the root causes of problems.
Evaluates the implications of new information or events and recommends solutions using decisions that are sound based on what is known at the time.
Takes action that is consistent with available facts, constraints and probable consequences.
Delights Clients - Continuously seeks and applies knowledge leading to a best-in-class client experience.
Passionately serves internal/external clients with excellence.
Maintains a growth mindset staying current with developments and trends in areas of expertise influencing client satisfaction both internally and externally.
Understands data, metrics and/or financial information, and how they tie to client satisfaction and business outcomes related to position, client and/or team.
Nurtures client relationships by listening, prioritizing, and acting responsibly to meet client needs, mitigate risk and add shareholder value.
Qualifications and Education Requirements
Bachelor's degree and/or H.S. Diploma/GED with equivalent work experience.
Minimum 5 years relevant Commercial banking experience.
Ability to orchestrate organizational resources by identifying key players, communicating relevant information, and building collaborative client-focused relationships.
Possesses a thorough knowledge of Loan Standards, Loan Review Administration and Banking/OCC Procedures.
Very high level of written and verbal communication skills.
Must have a proven track record of successful sales performance with strong business development skills.
Very high level of sales, negotiation and financial analysis skills.
Relationship
Manager roles may vary between RM II, RM III, RM IV, RM Senior - 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:
Depth and breadth of prior and/or related commercial lending, business development, commercial credit and portfolio management in Corporate banking and similar Commercial market experience
Number of consistent years with success and track record as a Relationship Manager (or similar role) at the Bank or at another financial institution
Demonstrated and proven ability to work through complex credits and/or other unique situations
Well connected, known in market/region/industry, and influential in acquiring, deepening, and maintaining profitable client relationships through sales, prospecting and enhancing existing relationships
Prior experience formally or informally coaching and mentoring peers while utilizing leadership skills
Agile and prior proficiency to adapt if/when changes in sales practices and broader market and industry conditions are needed
Key Measures of Success/Key Deliverables
Achieve personal goals for new loan/deposit production and average portfolio target.
Achieve personal goals for new fee production and average loan delinquency.
$59k-71k yearly est. Auto-Apply 37d ago
Commercial Underwriter- Corporate Banking
Old National Bank 4.4
Old National Bank job in Louisville, KY
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
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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.)
$36k-46k yearly est. Auto-Apply 43d ago
Relationship Banker
Old National Bank 4.4
Old National Bank job in Louisville, KY
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!