About Company
Old National Bank is more than just a financial institution; we’re a cornerstone of the communities we serve. With a rich history spanning over a century, we are committed to building lasting relationships with our clients, employees, and communities. We pride ourselves on fostering an inclusive culture where innovation thrives, personal growth is encouraged, and our collective efforts drive positive impact. Join a team dedicated to making a difference, where your contributions are valued, and your career can truly flourish, all while enjoying the flexibility of a remote work model.
Job Description
Are you a natural relationship-builder with a passion for helping others achieve their financial goals? Do you excel in a dynamic, client-centric environment, even from the comfort of your own home office? Old National Bank is seeking a dedicated and proactive Customer Relationship Partner to join our thriving remote team, serving our valued clients in the West Side, Evansville region and beyond.
In this pivotal role, you will be the primary point of contact for a portfolio of clients, working virtually to understand their unique financial needs, provide expert advice, and connect them with the right solutions. You will champion our clients’ success, proactively identifying opportunities to deepen relationships, resolve inquiries with empathy and efficiency, and ensure an exceptional banking experience at every touchpoint. This isn’t just about transactions; it’s about trust, partnership, and empowerment.
As a remote team member, you will leverage cutting-edge technology to communicate seamlessly with clients and internal partners, managing your schedule and workflow independently while remaining deeply connected to a supportive team culture. We are looking for someone who is self-motivated, highly organized, and possesses a strong analytical mind, capable of navigating complex financial discussions with clarity and confidence. If you’re ready to make a significant impact on our clients’ financial well-being and thrive in a flexible, performance-driven remote setting, we invite you to apply and become a vital part of the Old National Bank family.
Key Responsibilities
- Act as a dedicated point of contact for a portfolio of clients, building and nurturing long-term relationships remotely.
- Proactively engage clients to understand their financial needs, goals, and challenges, offering tailored solutions and advice.
- Educate clients on Old National Bank's diverse range of products and services, including banking, lending, and investment options.
- Resolve client inquiries and concerns efficiently and empathetically, ensuring a high level of satisfaction.
- Collaborate with internal teams (e.g., lending, wealth management) to provide comprehensive financial solutions.
- Maintain accurate client records and ensure compliance with all banking regulations and internal policies.
- Identify opportunities for cross-selling and up-selling relevant products and services to enhance client value.
- Participate in virtual team meetings and training sessions to stay updated on product knowledge and market trends.
Required Skills
- Minimum of 3 years of experience in a customer-facing role within the financial services industry.
- Proven track record of building and maintaining strong client relationships.
- Exceptional communication and interpersonal skills, both written and verbal.
- Strong analytical and problem-solving abilities.
- Proficiency in CRM software and standard office productivity tools (e.g., Microsoft Office Suite).
- Ability to work independently and manage time effectively in a remote environment.
- High level of integrity, trustworthiness, and adherence to confidentiality.
- Residency in Indiana or a neighboring state (e.g., Illinois, Kentucky, Ohio) for tax and employment compliance.
- Reliable high-speed internet connection and a dedicated home office space free from distractions.
Preferred Qualifications
- Bachelor's degree in Finance, Business Administration, or a related field.
- Experience with financial planning software or tools.
- Familiarity with banking regulations and compliance standards.
- Previous experience working in a fully remote or hybrid role.
- Bilingual proficiency (e.g., Spanish) is a plus.
Perks & Benefits
- Competitive salary and performance-based incentives.
- Comprehensive health, dental, and vision insurance plans.
- 401(k) retirement plan with company match.
- Generous paid time off (vacation, sick leave, holidays).
- Flexible work environment and the advantage of working from home.
- Opportunities for professional development and career advancement.
- Employee assistance program and wellness initiatives.
- Robust virtual onboarding and continuous training programs.
How to Apply
Ready to build a rewarding career with a leading financial institution from your home office? We encourage all qualified candidates to apply by clicking the link below. Please ensure your resume highlights your relevant experience in client relationship management and your ability to thrive in a remote work setting. We look forward to reviewing your application and exploring how your skills can contribute to the Old National Bank team!