Sr. Advisor, Small Business - Hybrid

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 work from anywhere at any time, allowing for more flexibility in where and how you work. We know that choice and flexibility are important to you. We also recognize that flexible and remote positions can become opportunities for military partners, caregivers, and individuals with disabilities to thrive at our company. We invite you to consider what a Modern, Flexible Workplace can mean for you!

It is anticipated that an incumbent in this role will work remotely 100% of the time and will share a hoteling workspace if/when working onsite, as determined by business needs. The incumbent can work remotely from anywhere in FNBO’s 8 state footprint.

Summary of the Job:

 

As a trusted financial partner, the senior advisor (SBSA) is a small business financial solution expert that helps business owners build confidence in their financial decision making.

At the intersection of relationship banking and specialized expertise, this advisor delivers “in the moment” advice across the full spectrum of small business banking solutions—from lending and credit facilities to treasury management and merchant services. The SBSA plays a vital role within our small business ecosystem, growing and retaining customers, expanding our deposit base, loan portfolio, and core product adoption.

About This Role:

 

Operating within a dynamic and evolving business environment, this position requires exceptional adaptability and efficiency. The ideal candidate excels at working collaboratively with colleagues throughout FNBO, effectively connecting branch staff, community banking teams, and subject matter experts in products and processes.

Key Accountabilities:

• Deliver “in the moment” advice to small business customers via digital tools (phone, video, email, online tools)
• Serve as a small business financial solution expert, providing tailored solutions across deposit products, loans and lines up to $250K, credit card, and payments based on the unique needs of the customer
• Manage the end-to-end lending journey from initial inquiry to loan closing
• Manage a portfolio of high-value small business customers to drive retention, growth, and optimal service
• Consistently use the Salesforce platform as the central customer management tool – ensuring comprehensive visibility regarding customer needs  
• Facilitate smooth referral transitions to FNBO expert resources (Bankers, Merchant Advisors, Community RMs, Payment Advisors)
• Exemplify high standards of service while providing feedback and insights to continuously improve the small business operating model 

The Ideal Candidate for This Role:

 

Qualifications

• Bachelor's degree or equivalent work experience
• Fluent in Spanish
• 3-5 years of experience advising small business customers on financial solutions (community banking RM, credit analyst, branch manager, branch banker, entrepreneur)

• Strong business acumen with knowledge of diverse types of businesses and industries

• Demonstrated sales practices and acumen

• Excellent communication and interpersonal skills
• Highly collaborative and effective team player
• Highly proficient in digital tools and platforms (MS office suite, Salesforce, Phone Systems)

Compensation:

 

Compensation range (base pay): $88,067.00-$145,309.00

This 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.

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: