Commercial Banking Specialist jobs in United States
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Old National Bank · 1 day ago

Commercial Banking Specialist

Old National Bank has been serving clients and communities since 1834 and is seeking a Commercial Banking Support Specialist. This role provides administrative, loan, deposit, and other relevant support to Relationship Managers while ensuring high-quality service to clients.

BankingFinancial ServicesWealth Management
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H1B Sponsor Likelynote

Responsibilities

Assists and supports assigned RMs with daily activities including calendar management, incoming calls from clients, and client mailings
Point of contact for clients-puts the client at the center of all decisions; takes actions to create a high level of service to internal and external clients; makes and maintains long-term relationships with clients
Conducts research and organizes outreach for business development activities
Understands and complies with all applicable compliance rules and regulations
Resolve client issues by seeking to identify what caused the issue and working collaboratively with the relevant Bank Partners
Gathers items needed to open commercial depository accounts for assigned RMs and acts as a liaison with Treasury Management, Private Banking, and the Community Banking team to facilitate the depository process
Acts as a point person in resolving client depository issues with Client Care and Treasury Management Services
Collaborates with RMs in contacting clients to gather items needed to prepare a complete application for submission (financials, purchase agreements, invoices, etc.)
Prepares loan requests utilizing required forms or the Commercial Online Application (CML) software. Submits applications to the Loan Fulfillment team for further input and processing
Reviews and manages open applications in CML for assigned RMs
During the underwriting and pre-closing phase, collaborates with Underwriting teams and Loan Fulfillment to obtain any missing client information (financials, entity documentation, signers, etc.)
Coordinates loan closings and attends loan closings to perform Notary services
Submits closed loan packet to Loan Fulfillment for funding and booking
Utilizes the Power BI software to provide assigned RMs with pipeline, portfolio, production and credit information
Tracks upcoming loan maturities and contacts clients to request financial information as needed
Assists in clearing past due financials, post-closing exceptions, and trailing documents

Qualification

Commercial banking experienceCustomer service skillsMicrosoft WordMicrosoft ExcelTime managementCommunication skillsAttention to detailOrganizational skills

Required

Number of years of progressive or multi-faceted support experience within Commercial, Wealth or Community verticals at a Bank (or other prior financial institution or related industry)
Depth and breadth in successful experience with providing high quality customer service by responding to telephone and email inquiries, other requests and resolving problems for both internal bank partners and/or external Commercial and/or Wealth or Community Bank clients
Excels and demonstrates effective time management skills to maximize the number of clients that can be assisted while maintaining a high level of customer service
Possesses thorough working knowledge of concepts, practices, policies and procedures of ONB banking products and services (or other prior financial institution or related industry)
Utilizes and relies on demonstrated knowledge and/or proficiency products, services, rates, terms, fees, applicable regulations and systems and procedures
Effectively ensures that each ONB client or internal partner has appropriate support focused on gaining customer longevity which is demonstrated by consistently going above and beyond to keep our clients at the center
Confidence and proven success in making decisions/resolving (complex or unique) situations as matters may be escalated
Aptitude or ability to assist in the training (and/or mentoring, coaching, or development) of new or existing team members within and outside of Client Services Commercial
Associate's degree in Administrative Services/Business or equivalent experience required
Minimum three years of administrative and/or banking experience preferred; 1+ years of experience working with commercial processes
Ability to communicate with clients and key decision makers effectively and independently
Strong working knowledge of Microsoft Word and Excel
Priority focus on providing excellent service to RMs, Clients and Bank Partners
Effective written and verbal communication skills in working with RMs, Clients and Bank Partners
Appropriate attention to detail and organizational skills
Able to adapt and manage changing priorities and deadlines

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