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
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
Lead is a Banking as a Service platform providing financial solutions for individuals, businesses, and fintech companies.
Funding
Current Stage
Growth StageTotal Funding
$170M2025-09-04Series B· $70M
2022-08-01Series A· $100M
2022-08-01Acquired
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