Associate , Wealth and Investments

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 Wealth Management Associate is an integral part of the team that provides exceptional client service and support for the Wealth Management team. This role is responsible for completing day to day and regularly occurring activities for leaders and team members. This role will utilize existing procedures and knowledge in their area of expertise to solve standard problems and bring solutions forward.

Outstanding customer service including excellent verbal and nonverbal skills and the ability to manage and prioritize multiple projects is essential. This role may be required to rotate and provide coverage among a team of Associates to ensure exceptional service to our Wealth team and customers.

Promote a client focused culture by creating an experience that will build loyalty and improve business results for FNBO Wealth Management walk-in clients. Return messages and interact with clients over the phone. Provide comprehensive support to Wealth team members. Includes mail processing and coordination of on-site needs. Perform administrative/operational tasks for the Wealth Management teams in accordance with established FNBO policies and procedures, as well as applicable laws and regulations.

Includes client service requests ranging from onboarding to ongoing maintenance and closing processes. Work well with peers, subject matter experts and other bank employees to promote employee engagement. Responsible for internal communications and assist with external communications as requested for Wealth Management. Managing the Wealth internal SharePoint sites, helping with publishing, updating and reformatting of materials. Reviewing and distributing all communications to Wealth.

Applies general knowledge of business developed through education or past experience. Responsible for supporting client fulfillment including any gifts, tickets or customer communications like holiday cards. Create documents for the team to include reports, presentations, meeting agendas, account paperwork, and client letters. Responsible for organizing and executing internal documents and reports. This includes scanning, assigning and completing quality control of documents.

Salesforce user and advocate for current on future sales enablement activities, including running reports helping with facilitating Holiday Gifts, Cards and Market Outlook distribution and tracking. Be knowledgeable about the products and services FNBO has to offer.

• Provide excellent communication skills through verbal, phone, email and letter writing to promote a client focused culture.
• Exhibit professional behavior and positive working relationships with internal and external clients.
• Assist with organizing client meetings which may include inviting and compiling materials, creating agendas, as well as other details.
• Ensure requests are met and tasks are completed in a professional, timely, seamless, and confidential manner.
• Works within standardized procedures and practices to achieve objectives and meet deadlines.

Plan, coordinate and execute internal and external Wealth Management events, including client appreciation events, business partner events, employee events, town halls and other Wealth-related programs. Manage event logistics from planning through execution, including invitations, attendee tracking, venue and vendor coordination, materials, catering, promotional items and day-of-event support. Partner with Wealth Management…