Client Acquisition Specialist

Kansas City/Lee's Summit/Blue Springs, MO
Deposit /
Hybrid
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.

In this role you will:

    • Identify and pursue new business opportunities through various channels, including networking, referrals, and direct outreach
    • Take initial calls and meetings with prospective clients to understand their needs and present tailored banking solutions
    • Develop and maintain a pipeline of potential clients to ensure ongoing business growth
    • Collaborate with client services and product teams to ensure seamless onboarding and service delivery
    • Become knowledgeable on products offered by the Company, including APIs, SFTP, ACH, Wire Origination, and FBO account structuring
    • Assist in initial and ongoing due diligence and provide client education at onboarding and throughout the relationship
    • Assist with gathering requested information for required audits Assist in updating client agreements to incorporate rule changes and new products/policies Complete documentation needed for enrollment of commercial products such as online banking, ACH and wire origination, remote deposit capture and mobile remote deposit capture, sweep accounts, account analysis, and positive pay
    • Troubleshoot client issues, both internally and with our core processor, to resolution and escalate as needed Cross-sell bank services to existing and prospective clients
    • Possess clear and working knowledge of all products offered by the bank, including specific operational and compliance settings required to establish the product or service
    • Verify personal and business identification documents (CIP/KYC) and archive supporting documentation
    • Bring excellent client service skills that will help you build professional relationships and curate interactions based on client motivations and needs
    • Perform other duties as assigned

Qualifications:

    • 2+ years of banking experience 
    • Experience working with licensed money transmitters or Money Service Businesses (“MSBs”) is preferred
    • Strong understanding of commercial banking and payments products
    • Proficiency in Google Suite and Fiserv core-related products is strongly preferred
    • Demonstrated history of providing exceptional customer service
    • Excellent communication and interpersonal skills

To succeed in this role, you:

    • Bring excellent client care skills that will help you build professional relationships and curate interactions based on client motivations
    • Are adept at understanding client needs and have a genuine passion for engaging with new people
    • Thrive working in a fluid environment with high autonomy, multitasking when required while also showing great attention to detail
    • Love to collaborate to get to the best, most efficient outcome
    • Show curiosity and humility, while being 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
    • Display strong accountability and group responsibility for the customers we serve, taking on and performing tasks

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, including opportunities 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.