Lead Specialist, Personal Banking

At FNBO, our employees are the heart of our story—and we’re committed to their success! Please see below the details of this career opportunity and how it fits into our organization’s success.

Summary of the Job:

The Contact Center Personal Banker serves as a remote specialist focused on transactional banking services and customer longevity.
Unlike branch-based bankers, this role does not center on relationship building or consultative financial planning. Instead, it emphasizes efficient execution of banking tasks, digital proficiency, and support for customer needs through structured processes.

Unlike branch-based bankers, this role does not center on relationship building or consultative financial planning. Instead, it emphasizes efficient execution of banking tasks, digital proficiency, and support for customer needs through structured processes.

M-F 9:30-6 Rotating 3rd Saturday 9-1

About this Role:

Key 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

Scope & Boundaries

• Does not engage in relationship development, financial goal planning, or deep consultative services
• Operates fully remote, with no in-office requirement
• Not eligible for incentive-based compensation
• Focus on transactional execution and customer retention through service quality

The Ideal Candidate for This Role:

Success Profile

• 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

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

Compensation:

Compensation range (base pay): $41,116.00-$65,787.00

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 remotely, offering you the freedom to contribute to our mission from wherever you work best, without compromising on career growth or connection to our team. Regardless of your location, you'll be fully integrated into our team through robust digital collaboration tools and regular communication. The incumbent can work remotely from any of the states listed on the job posting, though occasional travel may be required for in-person meetings. Please note, 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:

For additional information regarding compensation and benefits, e-mail FNBO at View email address on us.fitly.work. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.

Job number: R-20261446

Registration Requirement:

This position requires S.A.F.E. Act registration with the Nationwide Mortgage Licensing System (NMLS). Qualification requirements include meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation and credit report results.

Equal Opportunity & Belonging:

FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves—no matter their role or where they are in their journey.

Learn more here.

FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.

Click here to download 'EEO is The Law' Self-Print Poster

Click here to download 'EEO is The Law' Supplement for Federal Contractors

Click here to download 'EEO is The Law' GINA Supplement

FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC

FNBO follows federal law regarding the use of marijuana (this applies to all non-California applicants)

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.