Lead Specialist, Personal Banking

FNBO

Remote personal banking specialist executing transactional deposit, loan, and account services for FNBO, a Nebraska-based bank. Supporting digital banking, regulatory compliance, referrals, and customer retention across eligible U.S.

Posted 8/17/2026full-timeRemote • Colorado, New York, South Dakota • 🇺🇸 United StatesSenior💰 $41,116 - $65,787 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in transactional banking services, including account management, loan processing, and regulatory compliance. Proficient in digital tools and remote workflows to enhance customer service and support team objectives.

Highest-signal resume keywords

S.A.F.E. Act RegistrationRegulatory ComplianceAttention to DetailCustomer Service SkillsDigital Collaboration Tools

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Account MaintenanceLoan Application ProcessingWire Input and VerificationDocuSign WorkflowsATM/VDC RequestsCross-SellingFlex RelockingCD/IRA RenewalsRate QuotingReferral Qualification

Soft Skills

Clear CommunicationTask OwnershipTeam SupportEscalation ManagementConsistency

Tools & Technologies

Digital Collaboration ToolsOnline Banking PlatformsDocuSign

Certifications & Qualifications

S.A.F.E. Act RegistrationNMLS Registration

Industry Keywords

Transactional BankingRegulatory RequirementsCustomer LongevityFinancial ResponsibilityBackground Investigation

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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