Private Banker at Old National Bank, Milwaukee, WI
Private Banker at Old National Bank in Milwaukee, WI. Full-time. $79,400 to $156,000 a year. Apply with swipeandhired.
Category/Function
Trust/Wealth Management
Position Type
Regular Full-Time
Requisition ID
2026-20884
Workplace Type
On Site
Overview
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.
Responsibilities
The Private Banker is responsible for the delivery of an exceptional client experience that provides personalized financial guidance and expertise to existing and prospective Private Banking clients. By definition, a Private Banking client is required to maintain t otal deposit balances of $250,000 or more in qualified accounts at Old National. Qualified accounts include personal and business deposit accounts (checking, savings, money market and time deposits), investments and trust assets held at Old National with the same "Owner(s)" as the Private Banking checking account. Business deposits qualify if client is a 25% owner of the business and tracked as a beneficial owner on the account. An alternative pathway to receive Private Banking benefits/services is through Old National’s Private Prestige program, a step-up program which is designed for emerging professionals in certain qualifying professions and who are within the first 10 years of starting their career. Clients in this program have 10 years from the account opening date to qualify for Private Elite status.
The Private Banker is the primary driver of sales for all Private Banking deposit and lending products, a key connector to internal business partners that provide clients with access to specialized financial needs (Wealth/Mortgage/Commercial), and a demonstrated industry expert that can build and retain a relationship portfolio.
Salary Range
The salary range for this position is $79,400/yr - $156,000/yr plus bonus. 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, the candidate’s relevant skills and professional experience, educational qualifications, and geographic location.
Key Accountabilities
Quarterback for the Private Banking Relationship:
- Conduct initial needs assessment for customer and e ngage appropriate ONB b usiness partners according to identified needs.
- Working collaboratively with an ONB Wealth Advisor as a team, e ffectively manage and deepen client relationships within portfolio. This includes but is not limited to providing a superior level of client service, conducting regular meetings and calls with clients to review pertinent financial information, engaging product partners/specialist in client meetings and product delivery, and continuing to understand and provide solutions designed to meet the best interests of the client as their needs change and evolve.
- Work with appropriate support team to monitor and execute all tasks required to fulfill customer’s service plan/objectives and meet day-to-day inquiries from the client.
New Business Development (S elf-Sourcing):
- Prospect and self-source new client opportunities through all available means including internal and external client referrals, networking, reviews of existing books and expanded relationship opportunities, calling efforts, client entertainment, participation in organizations or associations where high/ultra-high net worth customers can be identified, etc.
- Actively identify and refer business opportunities to internal business units where appropriate including Wealth, Community, Mortgage, Treasury Management and Commercial Banking. Strong working knowledge of these lines of business is required in order to provide confident responses & direction to customers.
Product Knowledge (ONB and subject matter area of expertise):
- Maintain up-to-date<sp