Job Information
First National Bank of Omaha Sr. Advisor, Community Banking in Alliance, Nebraska
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.
Our Modern, Flexible Workplace:
We believe in a Modern, Flexible Workplace, and we are continuously exploring advancements in technology and office environments to make it easier to collaborate and connect with customers and coworkers.
It is anticipated that an incumbent in this role will work onsite 100% of the time and will have a dedicated workspace. Work location is subject to change based on business needs.
Summary of the Job:
The Community Banking Relationship Manager (RM) will deliver advice and value for commercial and agribusiness 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 Business Segment behaviors;
Proper use of Salesforce
Proper use of Precision Lender
Proper use of IMPAX
Collaboration
Full adaption to new way of working in nCino
Be respectful of other roles and process
Customer Persona:
The Community Banking Relationship Manager will manage portfolio relationships matching the skills, knowledge, and experience to the needs of the customers in their geography framework. A summary of the customer personas are detailed below:
Self-Employed Sole Proprietors – “I am defining success on my own terms. I am the business and the business is me”
Average employment tenure – 10 years
Company size – 1-5 employees
Management style – Self-managed
Entrepreneur/Growing Business – “I’m so busy! But, my business is taking off. Catch me if you can”.
Average employment tenure – 8 years
Company size 10-15 employees
Management style – Wealth building, owner led with others involved
Deliver an Uncommon Understanding for customers and providing advice and value based on the customers financial needs and goals by;
20% time spent acquiring new business
40% time spent growing existing business
40% time spent servicing exiting business
Be accountable for managing a portfolio of 100 relationships averaging $35M loans
Be accountable for managing a portfolio of 125 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
3+ years of successful commercial and agriculture lending relationship management experience.
Ability to build and grow a diverse portfolio of business products with self-employed sole proprietors and growing entrepreneurs
Customer-focused thinker
Strong customer and people relationship skills
Proficient credit analysis knowledge and skills
Proven experience prioritizing and handling multiple customer relationships at the same time.
Compensation:
Compensation range (base pay): $86,340.00-$142,460.00
Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.
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 Insurance
401k, With Matching Contributions
Time Off Programs
Health Savings Account (HSA)/Dependent Care
Employee Banking
Growth Opportunities
Tuition Assistance
Short-Term/Long-Term Disability Insurance
Learn more about FNBO benefits here: https://www.fnbo.com/careers/benefits/ .
For additional information regarding compensation and benefits, e-mail FNBO at TAGAdmin@fnni.com . To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.
Job number: R-20240875
Equity, Diversity, & Inclusion:
FNBO is committed to belonging, inclusion, diversity and equity. We are committed to intentionally and proactively creating pathways to success for historically underrepresented populations. To accomplish this, we foster a culture of belonging and inclusion so that every employee is valued, and has opportunity and the ability to make an impact. FNBO strives to reflect the diversity of the communities we serve in the makeup of our workforce.
See the full FNBO Equity, Diversity, & Inclusion Statement here (https://www.fnbo.com/about-us/inclusion-diversity/)
All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status.
Click here (https://www.firstnational.com/common/communications/hr/assets/documents/hr/eeo_poster.pdf) to download 'EEO is The Law' Self-Print Poster
Click here (https://www.firstnational.com/common/communications/hr/assets/documents/hr/eeo_poster_federal_contractors.pdf) to download 'EEO is The Law' Supplement for Federal Contractors
Click here (https://www.firstnational.com/common/communications/hr/assets/documents/hr/eeo_poster_gina_supplement.pdf) to download 'EEO is The Law' GINA Supplement
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.
Grow Your Career with FNBO!
For more than 165 years, our holding company - First National of Nebraska - has grown to nearly 5,000 employees with locations in eight states and $30 billion in assets. We are proud to serve our customers and communities with banking offices located in Nebraska, Colorado, Illinois, Iowa, Kansas, South Dakota, Texas and Wyoming.
First National Bank of Omaha (FNBO) believes that a bank should be a force for good in the world; to positively influence the lives of our employees, customers and the success of the communities we serve. Whether you're just beginning your career or taking it to the next level, you'll find your fit here.
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Bilingual Careers
Internships (https://firstnational.wd5.myworkdayjobs.com/en-US/fnbocareers?q=internship) & Trainee Program (https://firstnational.wd5.myworkdayjobs.com/fnbocareers?q=trainee%20program)
FNBO is committed to belonging, inclusion, diversity and equity. We are committed to intentionally and proactively creating pathways to success for historically underrepresented populations, regardless of but not limited to their age, race, color, ethnicity, gender, gender identity, sexual orientation, disability, religion or military status. To accomplish this, we foster a culture of belonging and inclusion so that every employee is valued, and has opportunity and the ability to make an impact. FNBO strives to reflect the diversity of the communities we serve in the makeup of our workforce.
See the full FNBO Equity, Diversity, & Inclusion Statement here (https://www.fnbo.com/about-us/inclusion-diversity/)
FNBO endeavors to make our site accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact HR Solution One via either email or phone using the contact information below.
Online (Primary Response Hours: M-F, 8a-5p Central)
- hrsolutionone@fnni.com
Phone (Available: M-F, 10a-2p; Central)
(855) 470-3777
(402) 602-3777