FNBO

Sr. Advisor, Small Business - Bilingual Required

FNBO

full-time

Posted on:

Origin:  • 🇺🇸 United States • Colorado, Illinois, Iowa, Kansas

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Salary

💰 $88,067 - $145,309 per year

Job Level

Senior

About the role

  • 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.\n
  • The SBSA 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.\n
  • The SBSA plays a vital role within FNBO’s small business ecosystem, growing and retaining customers, expanding our deposit base, loan portfolio, and core product adoption.\n
  • About This Role: Operating within a dynamic and evolving business environment, this position requires exceptional adaptability and efficiency.\n
  • 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.\n
  • Key Accountabilities: Deliver “in the moment” advice to small business customers via digital tools (phone, video, email, online tools)\n
  • 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\n
  • Manage the end-to-end lending journey from initial inquiry to loan closing\n
  • Manage a portfolio of high-value small business customers to drive retention, growth, and optimal service\n
  • Consistently use the Salesforce platform as the central customer management tool – ensuring comprehensive visibility regarding customer needs\n
  • Facilitate smooth referral transitions to FNBO expert resources (Bankers, Merchant Advisors, Community RMs, Payment Advisors)\n
  • Exemplify high standards of service while providing feedback and insights to continuously improve the small business operating model\n
  • The Ideal Candidate for This Role: Qualifications Required: Bachelor''s degree or equivalent work experience\n
  • Fluent in Spanish\n
  • 2 + years experience advising small business customers on financial solutions\n
  • Desired: Strong business acumen with knowledge of diverse types of businesses and industries.\n
  • Demonstrated sales practices and acumen\n
  • Excellent communication and interpersonal skills\n
  • Highly collaborative and effective team player\n
  • Highly proficient in digital tools and platforms (MS office suite, Salesforce, Phone Systems)

Requirements

  • Bachelor's degree or equivalent work experience\n
  • Fluent in Spanish\n
  • 2 + years experience advising small business customers on financial solutions