Teams at Fnbo

The Third Party Risk Manager oversees third party management processes, including onboarding, monitoring, training, and reporting, while collaborating with stakeholders.

Advise affluent clients on investment management, fiduciary advice, specialized asset management, financial and business succession planning. Meet clients to assess objectives and risk tolerance, develop referral networks, partner with internal specialists, and support business development and relationship management.

The Sr. Account Specialist makes outbound calls to manage delinquent accounts, negotiates payment solutions, and ensures compliance with investor guidelines while providing superior customer service.