Teller

Who this role is best for

Derived from job-description analysis by Serendipath's career intelligence engine.

Skills & requirements

About the role

Lead is a fintech building banking infrastructure for embedded financial products and services. We operate an FDIC-insured bank headquartered in Kansas City, Missouri. Additionally, we have offices in San Francisco, Sunnyvale, and New York City, where our technical, product, design, and legal teams operate.

We are built for a constantly evolving financial landscape, where new ventures and technological advancements emerge daily. Guided by a team of entrepreneurs and technologists with decades of experience navigating intricate banking and payments regulations, Lead blends regulatory and technological expertise to help our fintech partners scale their operations with compliance and creativity.

Simply put, Lead offers the essential attributes that every fintech seeks in a partner bank. First, unparalleled technical expertise from a distinguished team of developers with an extensive understanding of the banking and payments systems. Second, oversight expertise, automated compliance systems, and bespoke program management to navigate the ever-shifting regulatory landscape. Finally, a commitment to transparency and operational rigor to ensure everyone’s money does what it’s supposed to do.

As a Community Bank, we provide personalized banking services and solutions to support the businesses, individuals, and charitable organizations of the Kansas City Metropolitan Area, both in branch and online. We are committed to fostering strong relationships, supporting local economic growth, and we believe in the power of being an integral part of the community we serve.

Role Description:

The Teller position is one of the most important client support roles at Lead Bank. Our team works in a fast-paced environment where they multitask and prioritize their work using their discretion. We intentionally created a non-traditional banking atmosphere that allows each client to have a personalized, immersive experience. Our Tellers are the face of the bank. They greet and ensure all clients receive excellent service on all financial transactions. Tellers develop fluency with Lead’s suite of personal and business financial products. Our relationship-building approach removes any sales pressure, allowing our bankers to focus on what’s most important to us: meeting the needs of our clients.

Interdepartmental collaboration has allowed Tellers to learn and find new passions. A majority of our Tellers remain on the Lead Bank team and have since grown their careers in other areas of the Bank, including Accounting, Lending, and Management.

In this role you will:

• Deliver superior financial services to both consumer and business clients

• Manage and balance cash drawers, vaults, and ATMs

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

• Facilitate branch audits

• Process a variety of financial transactions including check cashing, withdrawals, deposits, and loan payments in a confidential manner

• Report information related to financial transactions as required

• Follow all BSA/AML, CIP/KYC, CTR, and SAR requirements, escalating any unusual or potentially fraudulent activity immediately

• Become a Lead Bank product knowledge expert. Educate clients and new hires on specifics of our financial service offerings

• Adhere to operational and compliance policies and procedures

• Cross train for a Branch Banker position after Teller duties are mastered

• Perform other duties as assigned

Qualifications:

• Cash handling experience

• Have a client first mentality

• Embody the growth mindset and bring a self-driven and self-starter mentality to your work

• Bring communication skills that help you understand client needs

• Demonstrate comfort and professionalism with outbound and inbound phone communication, including proper phone etiquette

• Thrives in social situations

• Able to complete assigned tasks to perform duties required

• 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

• 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, and solving problems as they come

• Willingness to share and rotate frontline operational tasks, especially mail processing and client phone outreach, to support overall branch success

• Flexibility to work rotating Saturdays, extended hours, or provide relief at nearby branches as needed

*Hours: Monday-Friday 8:45am to 6:00pm and Saturday (Rotating Schedule) 9:00am-12:00pm

What we offer:

At Lead, we design our benefits to support company culture and principles, to foster an efficient and inspiring work environment, and to create the conditions for our team to give their best in both work and life

• Competitive compensation 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

*Lead Bank is proud to have an inclusive culture committed to ensuring equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

*Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Source: Leadbank careers (Ashby)