The Private Banking Program Manager 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 salary range for this position is $98,400 - $199,000 per year. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.
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 productsPartner with Marketing to create and maintain product materials and client communications.Act as subject matter expert for internal and external stakeholdersOperational 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
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!
