Full-Time

Call Center Specialist

Confirmed live in the last 24 hours

Lead Bank

Lead Bank

51-200 employees

Full-service banking with digital solutions

Fintech
Financial Services

Entry, Junior

Lee's Summit, MO, USA + 1 more

More locations: Blue Springs, MO, USA

Hybrid position requiring in-office presence.

Category
Customer Success & Support
Requirements
  • Demonstrate the ability to adapt to a fast-paced environment, multitasking when required while also showing great attention to detail
  • Bring excellent client care skills that will help you build professional relationships and curate interactions based on client motivations
  • Excellent oral and written communication skills
  • Show curiosity, show humility, be 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
  • Show a strong accountability and group responsibility for the customers we serve, taking on and performing tasks
  • Proficiency in Google Suite
Responsibilities
  • Answer and route inbound calls efficiently, gathering and verifying the necessary information to ensure appropriate handling or escalation, while maintaining a friendly and professional tone
  • Resolve client inquiries and issues by thoroughly clarifying concerns, researching solutions, and implementing effective resolutions, ensuring a positive client experience throughout the process
  • Manage partner calls by explaining the Bank’s relationship with BaaS partners and efficiently rerouting calls to the appropriate third-party contacts for further resolution
  • Provide ongoing relationship servicing to clients to further business, including status updates or enhancements to account usage and suggesting resolutions for any issues
  • Complete deposit account transactions and loan payments, including verifying deposit amounts, client account balances, and check examination via online terminal
  • Document outcome and steps taken while assisting clients, as well as updating files and databases
  • Adhere to all relevant banking policies, procedures, and regulatory compliance requirements to ensure security and confidentiality of client information
  • Collaborate with internal departments as necessary to resolve complex client issues or address account-specific inquiries
  • Meet performance goals for call handling time, client satisfaction, and transaction accuracy
  • Maintain proficiency in banking products and services to provide knowledgeable recommendations and solutions
  • Utilize CRM (Customer-Relationship Management) system
  • All other duties as assigned

Lead Bank provides banking services that combine expertise, experience, and technology to support businesses in their growth. The bank offers a range of digital banking solutions, including online banking and remote deposit technology, allowing customers to manage their finances conveniently from anywhere. Unlike many traditional banks, Lead Bank focuses on building strong relationships with clients, ensuring that financial solutions are customized to meet the specific needs of each business. The goal of Lead Bank is to empower local businesses to thrive, contributing to the overall prosperity of the Kansas City metropolitan area.

Company Stage

Growth Equity (Non-Venture Capital)

Total Funding

$150M

Headquarters

Kansas City, Missouri

Founded

1928

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased demand for BaaS platforms supports Lead Bank's fintech partnerships.
  • The rise of digital-only banks aligns with Lead Bank's technology platform growth.
  • Focus on financial inclusion aligns with Lead Bank's community-oriented initiatives.

What critics are saying

  • Acquisition by Luna Parent, Inc. may disrupt existing operations and client relationships.
  • Class action lawsuit over payday lending could damage Lead Bank's reputation.
  • Increased competition from fintechs like Revolut may challenge Lead Bank's market position.

What makes Lead Bank unique

  • Lead Bank's executive team combines fintech innovation with deep regulatory expertise.
  • The Partner Platform offers fintechs a secure foundation for scalable financial solutions.
  • Lead Bank has a strong community focus, particularly in the Kansas City area.

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