Branch Banker jobs in United States
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Lead · 2 months ago

Branch Banker

Lead Bank is a fintech building banking infrastructure for embedded financial products and services. The Branch Banker role involves providing personalized banking services, assisting clients with online banking, and ensuring a seamless digital client experience.

BankingCryptocurrencyFinanceFinancial ServicesFinTech

Responsibilities

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
Perform other duties as assigned

Qualification

Client service skillsCommunication skillsTeam playerGrowth mindsetAttention to detail

Required

Excellent client service skills
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
Able to complete assigned tasks to perform duties required

Preferred

Bank Teller experience is preferred, but not required

Benefits

Medical, Dental, Vision, Life, 401k matching, and Disability benefits
Flexible vacation policy, plus three mental health days and your birthday off

Company

Lead

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Lead is a Banking as a Service platform providing financial solutions for individuals, businesses, and fintech companies.

Funding

Current Stage
Growth Stage
Total Funding
$170M
2025-09-04Series B· $70M
2022-08-01Series A· $100M
2022-08-01Acquired

Leadership Team

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Jacqueline Reses
Chief Executive Officer
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Ronak Vyas
Cofounder and CTO
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Company data provided by crunchbase