Private Banking Program Mgr

Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.

We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.

The Private Banking Product & Program Director is a highly strategic and execution-focused role responsible for overseeing product development, operational processes, reporting, compliance, and strategic initiatives within the Private Banking division. This role ensures seamless delivery of deposit and lending products, manages procedural integrity, and drives process enhancements to support growth while delivering an exceptional client experience.

Salary Range

The annual salary range for this position is $98,400 - $199,000. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position,

Key Accountabilities
Product Ownership
* 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

Operational Process Enhancements
* 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

Procedures & Documentation
* 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.

Audit, Risk & Compliance
* Act as the liaison for internal and external audits and compliance findings, addressing and remediating identified issues.

Training & Onboarding
* 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
Special Projects: Lead and support strategic initiatives and ad hoc projects as assigned.

Key Competencies for Position
* Strategic Thinking
* Data-driven Analysis and Decision-Making Skills
* Strong Writing and Communication Skills
* Relationship Management
* Risk Awareness
* Process Improvement
* Attention to Detail

Key Measures of Success/Key Deliverables:
1. Product Development & Adoption
* Successful rollout of new deposit and lending products and pricing within agreed timelines.
2. Operational Efficiency
* Reduction in process bottlenecks (e.g., wire resolution time, onboarding duration).
* Timely updates and accuracy of procedures and SharePoint/Intranet content.
* Streamlined onboarding and training for Private Bankers and Associates.
3. Compliance & Risk Management
* Zero major audit findings; timely remediation of any identified issues.
* Consistent adherence to regulatory and internal compliance standards.
4. Portfolio Health
* Growth in Private Banking accounts and balances.
* Effective monitoring of balance trends and driving factors.
* Accurate and timely reporting of account segmentation movements.
5. Stakeholder Engagement
* Strong collaboration with Marketing, Finance, Operations, CRM and Compliance teams.
* Positive internal survey scores or feedback on communication and support.
6. Special Projects & Strategic Initiatives
* Completion of assigned projects within scope, budget, and timeline.
* Demonstrated impact of initiatives on client experience or operational improvement.

Qualifications and Education Requirements

* Bachelor's degree in Finance, Business Administration, or related field (preferred).
* 7+ years of experience in Private Banking, Wealth Management, or related financial services.
* Strong understanding of deposit and lending products, compliance, and operational processes.
* Excellent communication, organizational, and project management skills.
* Proficiency in Microsoft Office and SharePoint.

Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.

As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.

We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.

Our culture is firmly rooted in our core values.

We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.

We are Old National Bank. Join our team!