Branch Banker

Kansas City, MO (On-Site)full time

On Site

H1B: no

Leadbank Branch Banker at Leadbank supports clients by opening accounts, processing transactions, and providing personalized banking services. The role involves multitasking in a fast-paced environment to deliver seamless digital and in-branch client experiences.

Responsibilities

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
Handle incoming and outgoing mail, ensuring timely and accurate processing of financial documents and client and partner communications.
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

Qualification

At least one year of banking experienceHave a client first mentalityThrives in social situations

Required

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