Relationship Associate - Lead

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.

About This Role:

Develop and maintain a comprehensive knowledge of the Relationship Associate role.

Continuously evaluate workloads and priorities across all assigned Regions; assign available resources to meet workflow deadlines as needed.

Monitor RA productivity volumes through capacity reporting.

Research and resolve escalated issues from team members. Work collaboratively with team members to understand and resolve issue(s).

Develop and maintain departmental procedures in Sharepoint

Create/Modify Business Objects and Salesforce reports

Onboard new hires. Identify and recommend to manager additional training opportunities for self and team members. Provide on the job training as needed.

Lead and coordinate the completion of assigned projects.

Assist the department manager by representing the Relationship Associates for the assigned region in business partner and project meetings.

Assist manager with one-on-one employee meetings on a regularly scheduled basis to provide the following:

Coaching: To consistently meet and/or exceed the desired outputs for assigned role.

Feedback: Regarding production output, departmental policies/procedures, etc.

Collaborate with manager on day-to-day coaching, feedback, reporting, performance evaluation and monitoring of the accuracy and quality results.

Responsible for Time Sheet and PTO management; ensuring all submissions are timely and compliant with policy.

Document and deliver quarterly and yearly performance reviews.

Exhibit professional behavior and promote working relationships. Practice positive values and support goals and strategic plans.

Understand and adhere to all bank policy, laws, and regulations applicable to role, to include FNNI "Code of Ethics".

Other tasks as assigned.

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.

Ensure direct reports meet the above requirements and take action to address employee performance issues

The Ideal Candidate for This Role:

Bachelor's degree or relevant work experience as Relationship Associate or in loan documentation, credit analysis, compliance, auditing, or equivalent

Minimum two years' experience in the banking industry

Excellent verbal and written communication skills are required in the areas of human relations, interpersonal conversation; must have the ability to effectively communicate with lending, operations, and technical staff.

Excellent time management skills including but not limited to the ability to organize, prioritize and manage multiple projects with minimal supervision within assigned deadlines. Exceptional attention to detail.

Must be proficient in the use of personal computers and the Microsoft suite of software products.

Ability to complete multiple assignments/projects with quality, accuracy and within set deadlines.

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: 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.

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 selves-no 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.