Lead Specialist, Personal Banking

🔥 0 minutes ago

⛰️ Colorado, Nebraska, +1 more states – Remote

⛰️ Colorado – Remote 🌾 Nebraska – Remote 🗿 South Dakota – Remote

💵 $41.1k - $65.8k / year

⏰ Full Time

🟠 Senior

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FNBO

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1857

🏦 Banking

💸 Finance

💳 Fintech

Banking • Finance • Fintech

FNBO is a financial institution that provides a wide array of banking services including personal banking, small business banking, commercial banking, and wealth management solutions. With over 165 years of experience, FNBO is dedicated to serving its customers through branch, mobile, and online platforms, offering products such as checking accounts, loans, mortgages, credit cards, and investment planning. The bank prides itself on excellent customer service and a strong commitment to community support.

📋 Description

• Open and close personal deposit accounts • Submit and close loan applications • Coordinate home equity applications and branch handoffs • Perform account maintenance, including flex relocking and 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 • Serve as a remote specialist focused on transactional banking services and customer longevity • Work remotely through digital collaboration tools and regular communication

🎯 Requirements

• Unrestricted work authorization • Must not require future sponsorship • 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 • S.A.F.E. Act registration with the Nationwide Mortgage Licensing System (NMLS) • Must meet applicable financial responsibility, character, credit fitness, and criminal background standards • Must meet ongoing regulatory requirements, including acceptable background investigation and credit report results

🏖️ 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 • Remote work arrangement • Occasional in-person meetings/travel opportunities