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Old National Bank · 23 hours ago

Private Banking Program Mgr

US-MN-St Louis Park

Full-time

Onsite

Mid, Senior Level

$98K/yr - $199K/yr

7+ years exp

Old National Bank has been serving clients and communities since 1834. The Private Banking Program Manager is responsible for overseeing product development, operational processes, reporting, compliance, and strategic initiatives within the Private Banking division to ensure exceptional client experiences.

BankingFinancial ServicesWealth Management

Responsibilities

Collaborate with internal partners to develop and implement deposit and lending products tailored to Private Banking clients

Use competitive and market analysis, business goals, and technology capabilities to define and develop new product features and enhancement to existing products

Lead the development of operational playbooks to deploy various product promotions to ensure proper monitoring and fulfillment

Work with Finance and Treasury to establish appropriate pricing for deposit and loan products

Partner with Marketing to create and maintain product materials and client communications

Act as subject matter expert for internal and external stakeholders

Build strong relationships with deposit, loan and payments operations teams

Lead operational process enhancements by identifying inefficiencies or risks in workflows and collaborate with team members and business partners to create solutions and implement improvements

Assist with account transition needs for departing and new Private Bankers including managing monthly lists of unassigned accounts

Track trends in account openings, closures and balance fluctuations to identify trends and sales opportunities

Own sales reporting and measurement in partnership with Finance and Salesforce teams

Own and maintain all operational policies and procedures, creating new processes where needed

Manage and update the Private Banking SharePoint/Intranet site to ensure accuracy and relevance

Act as the liaison for internal and external audits and compliance findings, addressing and remediating identified issues

Partner with Human Resources & Technology teams to establish onboarding and training protocols tailored to Private Banking

Manage system entitlements and user access for Private Banking specific platforms

Lead and support strategic initiatives and ad hoc projects as assigned

Qualification

Private Banking experienceWealth Management knowledgeDepositLending productsCompliance understandingOperational processes knowledgeProject management skillsMicrosoft Office proficiencySharePoint proficiencyRelationship managementRisk awarenessProcess improvementData-driven analysisCommunication skillsOrganizational skillsAttention to detail