Jobs at Fnbo

Manage and grow terminated agent bank and national commercial card accounts. Serve as the primary customer contact, develop account plans, identify cross-selling and retention opportunities, negotiate contracts, monitor performance, resolve issues, and coordinate with internal teams. The role requires commercial card expertise, strategic relationship management, customer satisfaction focus, compliance awareness, reporting skills, and occasional travel for customer meetings and team events.

Leads FNBO’s private wealth advisory business serving high-net-worth and ultra-high-net-worth clients. Owns segment growth, revenue, profitability, advisor productivity, client acquisition, strategic partnerships, and market reputation. Oversees integrated investment, fiduciary, planning, banking, credit, and family governance services while maintaining fiduciary and risk standards. Builds a high-performing advisory team, develops talent and succession plans, drives transformation, and represents FNBO with influential clients and professional referral partners.

The UHNW Financial Advisor serves ultra-affluent clients with investible assets of $5 million or more. Responsibilities include acquiring and retaining clients, developing trusted relationships, providing investment, fiduciary, estate, succession, planning, credit, and banking guidance, and coordinating specialists to deliver holistic wealth solutions. The role also manages business development pipelines, advises on complex financial needs, supports multigenerational wealth preservation, ensures regulatory compliance, and collaborates across Trust, Planning, and Investment teams.

Advise affluent clients on investment management, fiduciary advice, financial and succession planning; grow business through prospecting and referral networks; collaborate with internal specialists to deliver comprehensive solutions.

Advises ultra-affluent clients with investible assets exceeding $5 million on investment management, fiduciary guidance, financial planning, wealth preservation, succession planning, credit, and banking solutions. Builds and retains wealth-management relationships through prospecting, referrals, networking, and partnerships. Collaborates with trust, planning, investment, and specialty teams to deliver holistic family-office services while complying with bank policies and FINRA, SEC, and BSA/AML regulations.

Advise affluent clients on investment management, fiduciary and financial planning, develop referral networks, partner with internal specialists, originate and grow client relationships, and provide comprehensive solutions while meeting fiduciary standards.