Financial Wellness Advisor

First National Bank of Omaha; Johnstown (CO); On-site; USD 32,000 - 37,000; Full time

Benefits offered by this job

401(k) match

Paid time off

Medical/Dental/Vision

Tuition Assistance

Job summary

First National Bank of Omaha (FNBO) is seeking a Personal Banker who will welcome customers, assist with everyday transactions, and tailor financial recommendations to individual needs to support their financial wellbeing. You will help with deposits, withdrawals, and account inquiries while building trust and guiding customers toward their long-term goals.

This role emphasizes relationship building, teamwork in branches, and adherence to bank policies.

Qualifications

• High School Diploma or GED required; Bachelor’s degree or equivalent work experience preferred.
• Retail banking experience preferred.
• Bilingual in Spanish preferred.

Responsibilities

• Make every customer feel welcome in your FNBO branch
• Help customers with transactions like deposits and withdrawals
• Gain an understanding of your customer's unique financial needs
• Make personalized recommendations to support them
• Help guide your customers toward greater financial well-being
• Deepen your relationship with customers through outreach
• Comply with all bank policies, regulations and laws

Skills

Customer service

Sales and cross-selling

Problem solving

Education

High School Diploma or GED

Bachelor's degree or equivalent work experience

Job description

First National Bank of Omaha (FNBO) is seeking a Personal Banker who will welcome customers, assist with everyday transactions, and tailor financial recommendations to individual needs to support their financial wellbeing. You will help with deposits, withdrawals, and account inquiries while building trust and guiding customers toward their long-term goals.

This role emphasizes relationship building, teamwork in branches, and adherence to bank policies.