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.
Summary of the Job:
About This Role:
Essential Duties and Responsibilities
Data Management & Systems Oversight
- Administer and maintain core operational databases, including client, fee, revenue, and asset data systems
- Oversee database design, enhancements, and performance optimization for large datasets
- Ensure data integrity, accuracy, and consistency across multiple platforms
- Manage database reconciliation processes between systems (e.g., Trust and portfolio systems)
- Evaluate and implement system upgrades, including SQL Server and database compatibility improvements
Reporting & Analytics
- Lead the development, production, and distribution of recurring and ad hoc reports
- Oversee all fee, revenue, finance, and profitability reporting
- Produce key business metrics, including account activity, asset values, and operational statistics
- Develop and maintain advanced Excel-based reporting tools (macros, pivot tables, automation)
- Analyze data trends and provide insights to support decision-making
Operational Process Management
- Manage and execute critical operational workflows, including:
- Required Minimum Distribution (RMD) annual processing
- Risk rating processes and periodic updates
- Fee billing and tax-related fee processing
- Statement generation, sequencing, and distribution
- Oversee client outbound file processes and onboarding of new reporting/file requirements
- Support bill pay processes and specialized transaction workflows
- Oversee vendor (FIS/Advent) uploads and timely loading into databases.
- Coordinate time-sensitive and holiday-related disbursement activities
Systems, Automation & Technology
- Design and implement automation solutions to improve operational efficiency
- Maintain and enhance job scheduling and workflow tools (e.g., VisualCron)
- Support enterprise systems, including FIS reporting platforms and data integrations
- Lead or support system upgrades, migrations, and testing efforts
- Develop and maintain documentation for processes, systems, and automation
Risk Management & Compliance
- Support risk and control processes, including risk rating methodologies and enhancements
- Perform monitoring activities such as overdraft reviews and compliance testing
- Assist with audits, regulatory reporting, and internal control reviews
- Maintain thorough documentation to support audit and compliance requirements
Project Management & Continuous Improvement
- Identify opportunities for process improvements and implement scalable solutions
- Participate in strategic initiatives related to data, reporting, and operations
Stakeholder Engagement
- Collaborate with Wealth Management, Finance, and Operations teams to support reporting and data needs
- Serve as a subject matter expert for data systems, reporting tools, and operational workflows
- Respond to internal and external inquiries related to data and reporting
The Ideal Candidate for This Role:
Knowledge, Skills & Abilities
- Advanced proficiency in SQL, database management, and data analysis
- Advanced Microsoft Access database management skills
- Advanced Excel skills, including macros, automation, and pivot tables
- Strong understanding of wealth management, trust, and financial operations
- Experience with reporting platforms and workflow automation tools (e.g., VisualCron or similar)
- Strong analytical, problem-solving, and organizational skills
- Familiarity with Microsoft Visual Basic and Python coding environment
- Familiarity with Snowflake and Salesforce
- High attention to detail and commitment to data accuracy
- Ability to manage multiple priorities and meet deadlines
Preferred Qualifications
- Experience with FIS systems, TrustDesk, or similar financial platforms
- Experience supporting system migrations or large-scale data projects
- Knowledge of regulatory and compliance requirements in financial services
Compensation:
Compensation range (base pay): $81,662.00-$134,741.00
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:
It is anticipated that the incumbent in this role will work in a hybrid capacity, balancing in-person collaboration three (3) days a week with remote flexibility two (2) days a week. As part of our team, you'll experience the energy and relationship-building of face-to-face collaboration while still enjoying the flexibility of remote workdays. We provide the tools and technology to ensure seamless transitions between work environments, supporting your productivity wherever you are. Please note that work location is subject to change based on business needs.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 [email protected]. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.
Job number: R-20260600Equal 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.
Fnbo Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fnbo and has not been reviewed or approved by Fnbo.
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Retirement Support — Retirement plans include a matching 401(k) with an additional company contribution and other savings programs such as pension, stock bonus, and profit sharing. These features are portrayed as a strong component of total rewards.
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Parental & Family Support — Family supports include paid caregiving time for birth or adoption and for serious family health needs, caregiver leave, new‑parent assistance, and childcare resources. These offerings are highlighted as helpful for employees balancing work and family.
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Leave & Time Off Breadth — Time away is described as generous, combining paid time off with a broad set of observed holidays. Volunteer time off further adds flexibility for personal and community needs.
Fnbo Insights
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What We Do
For more than 165 years, FNBO, a subsidiary of First National of Nebraska, has set the standard for outstanding customer service coupled with some of the most innovative financial products in the industry. When it opened in 1857, FNBO was a local bank that served only Omaha and the surrounding communities. Today, FNBO has locations in eight states and more than 6.6 million customers across the country. First National of Nebraska and its affiliates have nearly $30 billion in managed assets and 5,000 employee associates. We've come a long way in the last century and a half. As you browse through our site, we think you'll understand why we've been so successful – and why we're so excited about what the future holds for our customers and our organization. Check us out at www.fnbo.com.
