Teams 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.