First National Bank of Omaha

Associate ll, Client Implementations Specialist-2

First National Bank of Omaha$63K — $104K *
Omaha, NE 68104In-Person
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree preferred in Finance or related field.
  • 3+ years experience in sales support, client onboarding, or project management in financial services or commercial banking.
  • Strong organizational skills with high attention to detail.
  • Excellent communication and interpersonal skills.
  • Ability to work both independently and collaboratively in fast-paced environments.

Responsibilities

  • Serve as primary client contact post-sale, guiding through onboarding and implementation.
  • Coordinate with internal teams for timely client onboarding and setup.
  • Manage collection and review of documentation for client onboarding.
  • Maintain proactive communication with clients during the implementation process.
  • Coordinate client training sessions on commercial products.
  • Assess and evaluate sales processes for optimization and enhancements.
  • Identify and mitigate risks impacting client satisfaction or business outcomes.

Benefits

  • 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
Full Job Description
Role Description: The Commercial Payments Implementation Specialist is a pivotal role responsible for partnering with both our internal Payments partners as well as commercial clientele to coordinate post sale implementation of our Commercial Payments products.This individual will ensure the clients requirements are being met while working efficiently and effectively to expedite the time to market for the client. This role will lead end-to-end processes, manage dependencies, and liaise with stakeholders and customers as part of a team at the front end of innovation. In addition, this individual will be responsible for consulting with and supporting the client while training them on FNBO's online tools to ensure the clients' success. The Commercial Payments Implementation Specialist enhances and optimizes the way products are delivered to our customers. As a key member of the team, this individual creates solutions and efficiencies that enable successful implementations in an expedient and organized way. This role must have strong organizational skills, high attention to detail, and the ability to muti-task efficiently. They help to coordinate and streamline sales activities to ensure successful client onboarding, implementation, and go-live of Commercial Payments products. They play a critical role in driving efficiency, effectiveness, and customer satisfaction throughout the post-sales process, and are the first set-up experience of any new Commercial Payments customer. Key Responsibilities: Client Implementation and Onboarding Serve as the primary point of contact for client's post-sale, guiding them through the onboarding and implementation process for commercial products. Coordinate with internal teams, including but not limited to Legal, Credit, Operations, and Customer Support, to ensure timely and seamless client onboarding and setup. Manage the collection and review of necessary documentation, contracts, and agreements to facilitate the client onboarding process. Anticipate customer implementation needs and operational expectations. Client Communication and Support Maintain open and proactive communication with clients throughout the onboarding and implementation process, addressing any questions, concerns, or issues in a timely and professional manner. Serve as a liaison between clients and internal teams, facilitating communication and collaboration to resolve any challenges or obstacles to successful client onboarding. Provide proactive problem solving and critical thinking with regards to client issues. Maintain clear, consistent, and concise internal communication across multiple teams. Training and Education Coordinate training sessions for clients on commercial products, ensuring they have the knowledge and skills needed to effectively utilize the products post-implementation. Collaborate with corresponding Commercial Payments departments on the appropriate internal resources to develop training materials, guides, and resources to support client education and adoption of commercial products. Process Improvement and Optimization Continuously assess and evaluate sales processes and procedures for commercial products post-sale, identifying opportunities for improvement and optimization. Communicate potential process enhancements and best practices to streamline workflows, reduce friction, and enhance the overall client experience to leadership for consideration. Collaborate with other teams to conduct surveys and gather client feedback. Ensure clients have the necessary tools and knowledge to continue a successful program. Risk Management and Compliance Identify and mitigate potential risks or issues that may impact client satisfaction or business outcomes. Ensure compliance with Bank's risk, controls, compliance policies, procedures, and regulatory requirements as well as contractual obligations in all client interactions and transactions. Professional Development Stay abreast of industry trends, market developments, and best practices in sales. Seek opportunities for professional development and skills enhancement to continuously improve performance and effectiveness in the role. The Ideal Candidate for This Role: Qualifications: Bachelor's Degree preferred (Finance, or related field). Minimum 3+ years relevant experience in sales support, client onboarding, or project management roles, preferably within the financial services or commercial banking industry. Strong organizational skills and attention to detail, with the ability to manage multiple tasks and priorities effectively. Excellent communication, interpersonal, and customer service skills. Ability to work independently and collaboratively in a fast-paced, dynamic environment. Knowledge of commercial products, financial services, or related industries is a plus. Additional Requirements: Ability to work independently and collaboratively in a fast-paced, dynamic environment. Strong problem-solving skills and ability to navigate complex client and internal stakeholder relationships. Strong project and time management skills, with the ability to manage multiple projects and deadlines simultaneously. Flexibility to adapt to changing priorities and business needs. Commitment to delivering high-quality service and support to clients and internal stakeholders. Willingness to travel for client meetings or team events. Experience managing processes involving multiple stakeholders. Proficiency in Microsoft Office suite (Word, Excel, PowerPoint, Outlook) and CRM software. Desired: Treasury, Global Banking, Merchant and FinTech experience Knowledge of applicable credit card Networks rules and regulations. Experience working with Salesforce. Compensation: Compensation range (base pay): $63,288.00-$104,425.00 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: 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 [redacted]. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message. 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.

About First National Bank of Omaha

First National Bank of Omaha is a subsidiary of First National of Nebraska, a multi-state holding company headquartered in Omaha, Nebraska. The bank offers a range of financial products and services, including personal and business banking, wealth management, and credit cards. First National Bank of Omaha is committed to providing its customers with exceptional service and innovative solutions to meet their financial needs. The bank is also committed to giving back to the communities it serves, and has a long history of supporting local organizations and initiatives.
Learn more about First National Bank of Omaha
Size
5,000 employees
Industry

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