Client Service Representative jobs in United States
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Old National Bank · 23 hours ago

Client Service Representative

Old National Bank is a regional powerhouse that has been serving clients and communities since 1834. They are seeking a Client Service Representative to develop and cultivate long-term client relationships by providing personalized financial solutions and effectively resolving client servicing issues.

BankingFinancial ServicesWealth Management
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H1B Sponsor Likelynote

Responsibilities

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.)
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
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
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

Qualification

Client consultationConsultative salesBanking experienceNMLS registrationProblem resolutionClient leadershipCommunicationCollaboration

Required

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
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

Preferred

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

Benefits

Medical, dental, and vision insurance
401K
Continuing education opportunities
Employee assistance program

Company

Old National Bank

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Old National Bank is a regional bank providing you with additional provides account choices, expanded convenience, and greater control.

H1B Sponsorship

Old National Bank has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (5)
2023 (5)
2022 (5)
2020 (1)

Funding

Current Stage
Public Company
Total Funding
$400M
2024-11-25Post Ipo Equity· $400M
1984-12-04IPO

Leadership Team

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James Sandgren
CEO - Commercial Banking
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Timothy Burke
President & Chief Operating Officer
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Company data provided by crunchbase