Lead Specialist, Personal Banking

At FNBO, our employees are the heart of our story—and we’re committed to their success. The Contact Center Personal Banker serves as a remote specialist focused on transactional banking services and customer longevity. This role emphasizes efficient execution of banking tasks, digital proficiency, and support for customer needs through structured processes.

About This Role

This position operates fully remote, with no in-office requirement, and focuses on transactional execution and customer retention through service quality. It does not involve relationship development, financial goal planning, or deep consultative services, nor is it eligible for incentive-based compensation.

Responsibilities

• Open and close personal deposit accounts
• Submit and close loan applications
• Coordinate home equity applications and branch handoffs
• Perform account maintenance (e.g., flex relocking, CD/IRA renewals)
• Quote deposit and loan rates
• Execute wire input and verification
• Support retail-related calls and routing
• Support mortgage-related calls and routing
• Originate ATM/VDC requests
• Assist with online banking cross-sell and digital navigation
• Execute DocuSign workflows and provide customer guidance
• Ensure regulatory compliance and documentation accuracy
• Qualify and route referrals for mortgage, business, and investment services
• Participate in peer training and process support
• Support peers with questions and escalated calls when necessary

Requirements

• Strong attention to detail and task ownership
• Comfort with digital tools and remote workflows
• Ability to follow structured processes and escalate appropriately
• Clear communication and customer service skills
• Willingness to support team goals through consistency and accuracy
• Unrestricted work authorization; no future sponsorship required
• S.A.F.E. Act registration with the Nationwide Mortgage Licensing System (NMLS)
• Must meet financial responsibility, character, credit fitness, and criminal background standards

Schedule

• Monday–Friday, 9:30 AM–6:00 PM
• Rotating 3rd Saturday, 9:00 AM–1:00 PM

Pay

Compensation range (base pay): $41,116.00–$65,787.00. Final offer may vary based on work experience, education, and skill level.

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

Work environment: Fully remote with occasional travel for in-person meetings. Work location subject to change based on business needs.