Old National Bank · 14 hours ago
CD, IRA Specialist
Evansville, IN, US
Full-time
Onsite
Entry, Mid Level
2+ years expOld National Bank has been serving clients and communities since 1834, and they are currently seeking a CD and IRA Specialist. This role is responsible for providing superior customer support to Community Banking partners and IRA clients, along with handling various account management tasks and ensuring compliance with regulations.
BankingFinancial ServicesWealth Management
Responsibilities
Serve as the subject matter expert for our internal teams
Effectively and professionally communicate complicated IRS rules and regulations to both internal associates, external IRA clients, tax professionals, and attorneys
Maintain knowledge of Old National’s CD and IRA products, and familiarity with all IRA documents for Community Banking partners, and IRA clients
Ensure accuracy of IRA documents received, then post transactions and maintenance requests with minimal errors
Adjust priorities to ensure service level agreements and deadlines are achieved
Provide recommendations on operational initiatives and improvements
During peak IRA and Tax season (October – April) additional hours and responsibilities may be required
PTO blackout dates apply the week of the Tax Filing Deadline (typically April 15th), and the last week of the year. Additional blackout dates may apply, advance notice will be provided
Qualification
Required
High School Degree or equivalent with 2 to 5 years of experience; or Associate degree with 0 to 2 years of experience
Ability to understand and communicate complicated information effectively
Highly organized with a strong attention to detail
Ability to work with minimal supervision in a team environment and with other areas
Preferred
Trust and/or Estate experience, a plus
Benefits
Medical, dental, and vision insurance
401K
Continuing education opportunities
Employee assistance program
Company
Old National Bank
Old National Bank is a regional bank providing you with additional provides account choices, expanded convenience, and greater control.
1001-5000 employees
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 CompanyTotal Funding
$400M2024-11-25Post Ipo Equity· $400M
1984-12-04IPO
Leadership Team
James Sandgren
CEO - Commercial Banking
Timothy Burke
President & Chief Operating Officer
Recent News
GlobeNewswire
2026-01-22
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2026-01-20
2026-01-19
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