Business Banking Specialist

Business Banking Specialist at Lead

Location:

Kansas City / Lee’s Summit / Hybrid

Lead is a fintech building banking infrastructure for embedded financial products and services. We operate an FDIC‑insured bank headquartered in Kansas City, Missouri, with additional offices in San Francisco, Sunnyvale, and New York City.

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 being an integral part of the community we serve.

We are looking for a Business Banking Specialist to join our Deposit team. Specialists provide service and support to commercial clients in an independent and creative environment, primarily responsible for enrollment in business online banking and the cash management products suite.

• Open new commercial accounts for clients
• 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 escalating as needed, and 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

• Have at least 1–2 years of banking experience
• Sales or customer service experience is preferred
• Knowledge in commercial banking products and client service
• Proficiency in Google Suite is preferred
• 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
• Bring excellent client care skills that build professional relationships and curate interactions based on client motivations
• Show curiosity and humility, open to new ideas, and approach work with a growth mindset
• Are a team player and enjoy working with people to achieve the best and most efficient outcomes
• Display strong accountability and group responsibility for the customers we serve, taking on and performing tasks

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, including opportunities for equity grant, based on experience, geographic location, and role
• Medical, Dental, Vision, Life, 401(k) 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
• 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.

Entry level

Full‑time

Finance and Sales