Associate II, Institutional Wealth

At FNBO our employees are the heart of our storyand were committed to their success! Please see below the details of this career opportunity and how it fits into our organizations success.

About This Role:

Client Relationship Management

• Provide operational support to maintain and strengthen client relationships
• Respond to client inquiries and resolve issues in a timely and professional manner
• Actively listen to client needs and ask thoughtful questions to ensure accurate understanding
• Maintain regular communication with clients and internal partners
• Follow up to ensure client needs and expectations are met
• Identify opportunities to enhance client relationships and service delivery

Transaction & Documentation Processing

• Prepare and maintain forms and documentation required to complete transactions
• Execute transactions accurately and in a timely manner
• Set up new accounts and grant client credentials following established procedures
• Generate client reports and correspondence as needed
• Support approval processes by ensuring completeness and accuracy of documentation
• Monitor workflows and escalate exceptions or delays as appropriate

Product Knowledge & Solutions

• Develop and maintain knowledge of wealth management and paying agent products and services
• Stay current on product updates and relevant industry trends
• Support the delivery of client solutions aligned with financial goals and objectives

Team Collaboration & Communication

• Collaborate effectively with team members to support daily operations
• Communicate priorities progress and issues to ensure coordination and efficiency
• Build strong working relationships across teams and business partners
• Understand how individual responsibilities impact broader team objectives

Process Improvement

• Identify opportunities to improve efficiency and streamline processes
• Apply process improvement tools and techniques within day-to-day responsibilities
• Share ideas and best practices to support continuous improvement

Compliance & Risk Management

Understand and comply with the Banks policies regulations and BSA/AML Program which includes but is not limited to:

• Adhere to Customer Identification Program and Customer Due Diligence requirements
• Identify monitor and report suspicious activity
• Maintain confidentiality of client information
• Complete required compliance and regulatory training in a timely manner

Professional Conduct

• Demonstrate professionalism and contribute to a positive work environment
• Support team and departmental goals
• Maintain regular and predictable attendance in alignment with policy

The Ideal Candidate for This Role:

Minimum Qualifications

• Bachelors degree or 5 years of relevant industry experience
• Basic understanding of financial concepts related to wealth management and paying agent services Strong analytical and problem-solving skills
• High attention to detail and accuracy
• Ability to work collaboratively in a team environment
• Effective written and verbal communication skills
• Proficiency with Microsoft Office Suite and relevant systems
• Ability to manage multiple tasks and priorities

Preferred Qualifications

• Experience in wealth management trust or paying agent operations
• Familiarity with institutional clients (e.g. foundations endowments pension plans)
• Working knowledge of relevant systems and platforms
• Coursework or certifications in finance trust or wealth management

Compensation:

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.

Work Environment:

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: additional information regarding compensation and benefits e-mail FNBO at . To ensure you receive a response include the number of this job (listed below) in the subject line of your message.

Equal Opportunity & Belonging:

FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued recognized and empowered to be their authentic selvesno matter their role or where they are in their journey.

Learn more here.

FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.

Click here to download EEO is The Law Self-Print Poster

Click here to download EEO is The Law Supplement for Federal Contractors

Click here to download EEO is The Law GINA Supplement

FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC

FNBO follows federal law regarding the use of marijuana (this applies to all non-California applicants)

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.