First National Bank of Omaha

Sr. Advisor, Merchant Services Sales

First National Bank of Omaha$65K — $107K *
Omaha, NE 68104In-Person
Business Services
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree preferred
  • 5+ years of successful sales experience
  • Strong knowledge of Merchant Services
  • Excellent communication, negotiation, and interpersonal skills
  • Results-oriented mindset with a focus on business growth
  • Strategic thinker with effective business planning capability
  • Proven ability to manage multiple customer relationships simultaneously

Responsibilities

  • Actively engage in business development for Merchant Services
  • Build and manage a pipeline of sales activity to acquire new clients
  • Collaborate with partners to optimize customer solutions
  • Educate and train internal teams on referral processes and products
  • Qualify opportunities and provide custom proposals to clients
  • Negotiate terms and manage customer expectations
  • Understand and comply with relevant bank policies and regulations

Benefits

  • Medical, Dental, and Vision Insurance
  • 401k with Matching Contributions
  • Time Off Programs
  • Health Savings Account/Dependent Care
  • Employee Banking Services
  • Growth Opportunities
  • Tuition Assistance
  • Short-Term and Long-Term Disability Insurance
Full Job Description
Summary of the Job:

The Senior Advisor role will be actively engaged in all aspects related to business development for Merchant Services within defined geographic markets. As part of the process, the Senior Advisor will prepare and present proposals and be adept at consulting with bank clients and potential clients regarding merchant services. In addition, the role will seek out new business development opportunities within the assigned fnbo banking communities. This person must possess complete knowledge of the merchant services products and services available and will serve as an advisor to bankers and centers of influence in markets served.

About This Role:

Key Accountabilities:

Customer Advisor: Help customers be successful by understanding customer needs and matching with FNBO merchant services product solutions. This will be primarily achieved by alignment with fnbo behaviors including:
  • Proper use of Salesforce
  • Collaboration
  • Be respectful of other roles and process
  • Deliver an Uncommon Understanding for customers and providing advice and value based on the customers financial needs and goals by:
    • 70% time spent acquiring new business
    • 20% time spent growing existing business
    • 10% time spent servicing exiting business


Customer Personas:

The Senior Advisor will manage business development activities matching the skills, knowledge, and experience of the RM to the needs of the customers in their geography framework. All customer personas will be served including:

Business Development Activities:
  • Build a pipeline of sales activity through engagement of fnbo banker networks and through outside connections to sign 5-10 new clients per month for merchant services
  • Participate and be involved as an active community member
  • Identify new business customer opportunities and solutions aligned to match customer needs
  • Facilitate product partners and support teams based on customer needs
  • Negotiate terms and options with customer providing written proposals and presentations, when necessary
  • Qualify and document opportunities
  • Set expectations with customer regarding timeline and product document requirements
  • Educate and train internal referral partners regarding products, services, and the process for submitting merchant referrals
  • Leverage technology and tools consistently for data quality
  • Use sales and prospecting tools and processes, effectively


Cross Functional Working Relationships: Partner with others across the diverse footprint of the enterprise to optimize referral opportunities to meet the needs of the business customer.
  • Collaborate with partners across the enterprise to fully optimize meeting the needs of the business customer to accelerate income and growth


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


Professionalism/Attendance: Exhibit professional behavior and promote positive working relationships. Maintain regular and predictable attendance.

Other duties as assigned by leadership.

The Ideal Candidate for This Role:

Qualifications:
  • Bachelor's Degree preferred
  • 5+ years of successful sales experience
  • Strong Merchant Services industry knowledge
  • Excellent communication, negotiation, and interpersonal skills
  • Results-oriented mindset with a focus on driving business growth and exceeding targets.
  • Strategic thinker with the ability to develop and execute effective business plans.


Additional Requirements:
  • Proven experience prioritizing and handling multiple customer relationships at the same time
  • Strong analytical skills and attention to detail
  • Ability to thrive in a fast-paced, dynamic work environment
  • Commitment to continuous learning and professional development
  • Willingness to travel for customer meetings, team events or as needed by leadership


Desired:
  • Knowledge of applicable Network rules and regulations
  • Experience working with Salesforce


Candidates must possess unrestricted work authorization and not require future sponsorship.

Compensation:

Compensation range (base pay): $65,329.00-$107,794.00
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 onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. 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 [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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