Sales Support


OBSFS provides a Relationship Manager who brings decades of experience to each institution served. This individual provides consultative capabilities that will help Financial Institutions grow their Wealth Management programs effectively and efficiently. In addition, the Institution is supported by an assigned Financial Institution Sales and Service individual who is located at our home office and is a single point of contact to resolve issues encountered, obtain customized marketing materials, competitive analyses, training and education. Training and educational opportunities are provided both remotely as well as at face-to face venues.