Branch Review Team Lead jobs in the United States

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.

Role Description:

We are looking for a Branch Banker to join our Deposit team! The Branch Banker position is one of the most important client support roles at Lead Bank. Branch Bankers are the faces of our organization and work alongside our clients to help them achieve their financial goals. Our team of Bankers work in a fast-paced environment where they multitask and prioritize their work using their discretion. We intentionally created a non-traditional banking atmosphere that allows each client to have a personalized, immersive experience.

• Open new personal and business accounts and associated products
• Complete online banking enrollment and check orders on client’s behalf
• Issue debit and credit cards; troubleshoot denials; initiate fraud claims
• Process funds transfers (internal, ACH, wire)
• Troubleshoot and resolve online banking issues clients may experience
• Verify personal and business identification documents (CIP/KYC) and archive paperwork
• Process new online account applications
• Provide a seamless digital client experience through live chats, emailed requests, and website form inquiries
• Provide ongoing client support to further business or enhance client account productivity
• Become a Lead Bank product knowledge expert. Educate clients and new hires on specifics of our financial service offerings
• Utilize CRM (Customer Relationship Management) system
• All other duties as assigned 

• At least one year of banking experience
• Demonstrate the ability to adapt to a fast-paced environment, multitasking when required while also showing great attention to detail
• Have a client first mentality Bring excellent client care skills that will help you build professional relationships and curate interactions based on client motivations
• Are a team player and enjoy working with people to achieve the best and most efficient result
• Show a strong accountability and group responsibility for the customers we serve, taking on and performing tasks
• Embody the growth mindset and bring a self-driven and self-starter mentality to your work
• Brings communication skills that help you understand client needs
• Thrives in social situations

• 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 other wellness benefits, including FSA, HSA and HRA
• Paid parental leave
• Flexible vacation policy, including PTO and paid holidays
• A fun and challenging team environment in a dynamic industry with ample opportunities for career growth 

*Hours: Monday-Friday 8:30am to 6:30pm Saturday (Rotating Schedule) 8:30am-12:30pm

*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.