Universal Banker

February 12, 2020

Classification:  Non-Exempt

Wage:  $

Position Type:  Full-Time

Expected Hours of Work:  7:00am-6:00pm, M-F, 8:00am-12:00pm Sat (rotating schedule)

Reports to:  Branch Manager

Location: Lee’s Summit, MO


The Universal Banker will be responsible for greeting existing and potential bank clients; providing client support via in-person, phone, and computer; setting up new accounts; processing client checking and savings account transactions; providing ongoing client support; and generating new business. Candidate must perform all tasks with a high degree of confidentiality, accuracy, and according to mandated timelines.

Essential Functions

  • Utilize CRM (Customer-Relationship Management) system.
  • Evaluate needs of potential clients and offer appropriate financial products and services.
  • Initiate and open new accounts, to include making debit cards and ordering checks.
  • Facilitate initial credit discussions with client, including business, personal, and mortgage credit products.
  • Make presentations to existing and potential clients.
  • Provide ongoing relationship servicing to clients to further business, to include status or enhancements to account productivity and suggestions for any resolutions.
  • Generate new business and identify referral opportunities.
  • Complete checking and savings account transactions to include verifying deposit amounts and customer account balances, handling cash, and check examination via an on-line terminal.
  • Inspect all checks, bonds, money orders, and savings withdrawals to determine their negotiability.
  • Receive and verify loan payments.
  • Answer and route phone calls and give/take the appropriate information.
  • Perform other duties as assigned.




  • Basic knowledge of credit processes and standards.
  • Basic knowledge and experience in using CRM software to manage service to clients.
  • Build relationships, both internal to the bank, as well as with clients.
  • Participate in industry training with regards to regulations, products, and services.


Physical Demands

  • Regular requirements:
    • Sit
    • View computer monitors
    • Talk
    • Hear
    • Stand
    • Walk
    • Use hands to type / handle / feel
    • Reach with hands & arms
  • May be required:
    • Lift up to 20 lbs.



  • Periodic travel to other Lead Bank branches, client locations and some overnight travel to conferences.


Required Education and Experience:

  • Minimum High School Diploma
  • Proficiency with Microsoft Office product suite (Excel; Word; Outlook)


Preferred Education and Experience

  • Associate’s Degree or Bachelor’s Degree


*Equal Opportunity Employer – Minorities / Women / Veterans / Disabled

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


Email us your resume at careers@lead.bank 

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