Lead · 2 hours ago
Business Banking Specialist
Kansas City, MO
Full-time
Hybrid
Entry Level
1+ years expLead is a fintech building banking infrastructure for embedded financial products and services. The Business Banking Specialist will provide service and support to commercial clients, primarily focusing on enrollment in business online banking and cash management products.
BankingCryptocurrencyFinanceFinancial ServicesFinTech
Responsibilities
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 escalate as 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
Qualification
Required
Have at least 1-2 years of banking experience
Knowledge in commercial banking products and client service
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 will help you build professional relationships and curate interactions based on client motivations
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
Preferred
Sales or customer service experience
Proficiency in Google Suite
Benefits
Competitive compensation, including opportunities for equity grant, 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
Company
Lead
Lead is a Banking as a Service platform providing financial solutions for individuals, businesses, and fintech companies.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$170M2025-09-04Series B· $70M
2022-08-01Series A· $100M
2022-08-01Acquired
Leadership Team
Jacqueline Reses
Chief Executive Officer
Ronak Vyas
Cofounder and CTO
Recent News
Crunchbase News
2025-10-15
CoinDesk: Bitcoin, Ethereum, Crypto News and Price Data
2025-09-30
2025-09-14
Company data provided by crunchbase