Sr. Advisor, Community Banking
$89.83k - $148.22kFnbo---First-National-Bank-of-Omaha-1
At FNBO, our employees are the heart of our story—and we’re committed to their success! Please see below the details of this career opportunity and how it fits into our organization’s success.Summary of the Job:The Community Banking Relationship Manager (RM) will deliver advice and value for business customers. They will enable business customer growth and retention in line with credit and risk strategies. The Relationship Manager will “bring the bank to the customer” by connecting business customers with appropriate products to include but not limited to, commercial deposit accounts, payment products, treasury services, business planning, and credit accounts.About This Role:1. Customer Relationship Management: Help customers be successful by understanding customer needs and matching with FNBO solutions. This will be achieved by alignment with “how we will consistently get the work done” though the Wholesale Banking Group Behaviors;Proper use of SalesforceProper use of Precision LenderProper use of IMPAXCollaborationFull adaption to new way of working in nCinoBe respectful of other roles and processCustomer Personas:The Community Banking Relationship Manager will manage portfolio relationships matching the skills, knowledge, and experience of the RM to the needs of the customers in their geography framework. A summary of the customer persona is detailed below:Entrepreneur/Growing Business – “I’m so busy! But, my business is taking off. Catch me if you can”.Average employment tenure – 8 yearsCompany size 10-15 employeesManagement style – Wealth building, owner led with others involvedDeliver an Uncommon Understanding for customers and providing advice and value based on the customers financial needs and goals by;20% time spent acquiring new business40% time spent growing existing business40% time spent servicing existing businessBe accountable for managing a portfolio of 50 relationships averaging $50M loansBe accountable for managing a portfolio of 50 relationships averaging $50M deposits*Volume-based expectations will be measured per the RM dashboard/scorecard*2. Business Development Activities:Build a portfolio of business customers by delivering advice and value. Build centers of influence (attorney, accountants, and other needed referral sources).RMs will guide, direct and facilitate solutions across all product specialties of the bank for their business customers.Participate and be involved as an active community member.Identify new business customer opportunities and solutions aligned to match customer needs.Oversee portfolio quality focused on growth and retention in line with credit risk.Facilitate product partners and support teams based on customer needs.Negotiate terms and options with customer.Qualify and document opportunities.Set expectations with customer regarding timeline and product document requirements.Leverage technology and tools consistently for data quality.Use sales and prospecting tools and processes, effectively.3. Cross Functional Working Relationships: Partner with others across the diverse footprint of the enterprise to optimize referral opportunities to meet the needs of the business customer.Collaborate with partners across the enterprise to fully optimize meeting the needs of the business customer to accelerate income and growth.4. Compliance: Understand and comply with bank policy, laws, regulations, and the bank's BSA/AML Program, as applicable to your job duties.Complete compliance training and adhere to internal procedures and controls, as required.Report any known violations of compliance policy, laws, or regulations.Report any suspicious customer and/or account activity.5. Professionalism/Attendance: Exhibit professional behavior and promote positive working relationships. Maintain regular and predictable attendance.The Ideal Candidate for This Role:Knowledge, Skills, Education and Experience:Bachelor’s Degree or equivalent experience3+ years of successful commercial lending relationship management experience.Ability to build and grow a diverse portfolio of business products with growing entrepreneurial businessesCustomer-focused thinkerStrong customer and people relationship skillsProficient credit analysis knowledge and skillsProven experience prioritizing and handling multiple customer relationships at the same time.Candidates must possess unrestricted work authorization and not require future sponsorship.Compensation:Compensation range (base pay): $89,828.00-$148,215.00This role may have a specific starting pay within this range.Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.Work Environment:It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs.Benefits Overview:We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:Medical, Dental, Vision Insurance401k, With Matching ContributionsTime Off ProgramsHealth Savings Account (HSA)/Dependent CareEmployee BankingGrowth OpportunitiesTuition AssistanceShort-Term/Long-Term Disability InsuranceLearn more about FNBO benefits here: .For additional information regarding compensation and benefits, e-mail FNBO at View email address on click.appcast.io . To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.Job number: R-20261479Equal Opportunity & Belonging:FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves—no matter their role or where they are in their journey.Learn more here.FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.Click here to download 'EEO is The Law' Self-Print PosterClick here to download 'EEO is The Law' Supplement for Federal ContractorsClick here to download 'EEO is The Law' GINA SupplementFNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDICFNBO follows federal law regarding the use of marijuana (this applies to all non-California applicants)Application Deadline:All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants. #J-18808-Ljbffr Fnbo---First-National-Bank-of-Omaha-1
$89.83k - $148.22k
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