Universal Banker

 

 

Lead Bank believes in a diverse and inclusive community: a message from our CEO

Lead Bank strives to advance diversity and inclusion not only in terms of type and years of work experience and geographic location, but also race, ethnicity, sex, sexual orientation, religion, age, and physical abilities.

 

 

Current Job Openings 

 

Email us your resume at careers@lead.bank

 

Universal Banker

May 20, 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


Summary/Objective

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.

 

 

Competencies:

  • 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.

 

Travel

  • 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 

Benefits.

We take pride in caring for our Lead Bank family through a variety of helpful benefits.

Insurance

Medical, dental, vision, short and long-term disability insurance

Flexible Time-Off

Flexible vacation and sick time plus accident & major illness plans & parental leave

Retirement

We offer a 401k plan with 4% matching.

Wellness

Employee assistance program, wellness subsidy and prescription savings program.