The requirements to become a Universal Advisor at FNB (First National Bank or First National Bank of Omaha/FNBO) generally include at least a second year of college education, demonstrating diligence, and customer-facing skills[2]. Experience in sales, service, and product knowledge in financial services is often required, along with proficiency in compliance, risk management, and the ability to identify cross-selling opportunities[3].
Specific qualifications typically include a high school diploma or GED with 6 months of cash handling or teller experience preferred, or an equivalent combination of education and experience[3]. Ongoing training is required in both teller and personal banker roles, alongside proven Microsoft Office Suite abilities and familiarity with office equipment[3]. Customer service experience and the ability to provide tailored product solutions are also important[6].
Some roles emphasize professional development and ongoing learning, with opportunities to grow into wealth management and advisory positions if a candidate exhibits strong work performance and pursues certifications such as CERTIFIED FINANCIAL PLANNER™ (CFP®) or Chartered Financial Analyst (CFA®)[1].
References
- [1] Investment Advisory Solutions | First National Bank
- [2] Universal Advisor Fnb Salary
- [3] Bank Teller First National Bank Jobs, Employment | Indeed
- [6] Universal Advisor – Careers – Myworkdayjobs.com
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