The Role
Provide expertise on cash management products, open accounts, assist with audits, troubleshoot issues, and deliver exceptional client service.
Summary Generated by Built In
Lead is a fintech building banking infrastructure for embedded financial products and services. We operate an FDIC-insured bank headquartered in Kansas City, Missouri. Additionally, we have offices in San Francisco, Sunnyvale, and New York City, where our technical, product, design, and legal teams operate.
We are built for a constantly evolving financial landscape, where new ventures and technological advancements emerge daily. Guided by a team of entrepreneurs and technologists with decades of experience navigating intricate banking and payments regulations, Lead blends regulatory and technological expertise to help our fintech partners scale their operations with compliance and creativity.
Simply put, Lead offers the essential attributes that every fintech seeks in a partner bank. First, unparalleled technical expertise from a distinguished team of developers with an extensive understanding of the banking and payments systems. Second, oversight expertise, automated compliance systems, and bespoke program management to navigate the ever shifting regulatory landscape. Finally, a commitment to transparency and operational rigor to ensure everyone’s money does what it’s supposed to do.
As a Community Bank, we provide personalized banking services and solutions to support the businesses, individuals, and charitable organizations of the Kansas City Metropolitan Area, both in branch and online. We are committed to fostering strong relationships, supporting local economic growth, and we believe in the power of being an integral part of the community we serve.
In this role you will:
- Be a subject matter expert on the cash management products suite, including analysis pricing and setup, Check and ACH Positive Pay, and Remote Deposit Capture
- Open new commercial accounts for clients, assist in initial and ongoing due diligence, and provide client education at onboarding and throughout the relationship
- Assist with gathering requested information for required audits
- Assist in updating client agreements to incorporate rule changes and new products/policies
- Complete documentation needed for enrollment of commercial products such as online banking, ACH and wire origination, remote deposit capture and mobile remote deposit capture, sweep accounts, account analysis, and positive pay
- Troubleshoot client issues, both internally and with our core processor, to resolution and escalate as needed
- Cross-sell bank services to existing and prospective clients
- Possess clear and working knowledge of all products offered by the bank, including specific operational and compliance settings required to establish the product or service
- Verify personal and business identification documents (CIP/KYC) and archive supporting documentation
- Bring excellent client service skills that will help you build professional relationships and curate interactions based on client motivations and needs
- Perform other duties as assigned
Qualifications:
- 2+ years of banking experience
- Proficiency in Google Suite
- Demonstrated history of providing exceptional customer service
- Experience and understanding of the cash management products suite, including analysis
- Strong communication and interpersonal skills
To succeed in this role, you:
- Bring excellent client care skills that will help you build professional relationships and curate interactions based on client motivations
- Thrive working in a fluid environment with high autonomy, multitasking when required while also showing great attention to detail
- Love to collaborate to get to the best, most efficient outcome
- Show curiosity and humility, while being open to new ideas and approach your work with a growth mindset
- Are a team player and enjoy working with people to achieve the best and most efficient result
- Display strong accountability and group responsibility for the customers we serve, taking on and performing tasks
What we offer
- At Lead, we design our benefits to support company culture and principles, to foster an efficient and inspiring work environment, and to create the conditions for our team to give their best in both work and life
- Competitive compensation based on experience, geographic location, and role
- Medical, Dental, Vision, Life, 401k matching, and Disability benefits
- Flexible vacation policy, plus three mental health days and your birthday off
- A challenging and fulfilling opportunity to join one of the most experienced teams in banking and fintech
- A fun team-oriented environment where your career will be supported
- Dress for your day dress code
*Hours: Monday-Friday 8am to 5pm
*Lead Bank is proud to have an inclusive culture committed to ensuring equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
*Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
#LI-BC1
Top Skills
Google Suite
Am I A Good Fit?
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.
Success! Refresh the page to see how your skills align with this role.
The Company
What We Do
Lead Bank is where expertise, experience and technology unite the people behind inspired businesses. We take pride in working side by side with companies to grow bottom lines that become cornerstones of the community.
We’ve always been a bank that leads the way, not follows the herd. In 2010, we rolled out our new name along with a new suite of next generation banking resources. From the robust online banking capabilities to our remote deposit technology, these digital solutions let you bank however you want, wherever you want. While our bank has roots in Cass county, we offer full-service banking and outstanding customer service for the entire Kansas City metropolitan area.
Our relationships with our clients remain at the heart of what we do. We get to know you and your business so we can tailor financial solutions to help you achieve your goals.
