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, emphasizing efficient execution of banking tasks, digital proficiency, and support for customer needs through structured processes.

About This Role

This role 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 in the U.S. (no future sponsorship required)
• S.A.F.E. Act registration with the Nationwide Mortgage Licensing System (NMLS), including meeting financial responsibility, character, credit fitness, and criminal background standards

Schedule

Monday–Friday, 9:30 AM–6:00 PM, with rotating third Saturdays (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.

Work Environment

This is a fully remote role, with the flexibility to work from any state listed in the job posting. Occasional travel may be required for in-person meetings, and work location is subject to change based on business needs.

Benefits

• Medical, Dental, and Vision Insurance
• 401k with matching contributions
• Time Off Programs
• Health Savings Account (HSA) and Dependent Care
• Employee Banking
• Growth Opportunities and Tuition Assistance
• Short-Term and Long-Term Disability Insurance

For additional details on compensation and benefits, email TAGAdmin@fnni.com (include the job number in the subject line).