Teller
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, with 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, 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 fintech partners scale operations with compliance and creativity.
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 being an integral part of the community we serve.
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 work using their discretion. We intentionally created a non-traditional banking atmosphere that allows each client to have a personalized, immersive experience. 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 bankers to focus on meeting client needs. Interdepartmental collaboration has allowed Tellers to learn and find new passions; a majority remain on the Lead Bank team and have grown careers in other areas including Accounting, Lending, and Management.
Responsibilities
- 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
- Client-first mentality
- Growth mindset with self-driven, self-starter approach
- Communication skills to understand client needs
- Comfort and professionalism with outbound and inbound phone communication, including proper phone etiquette
- Thrives in social situations
- Ability to complete assigned tasks to perform required duties
- Adaptability to fast-paced environment, multitasking with great attention to detail
- Excellent client care skills to build professional relationships and curate interactions based on client motivations
- Curiosity, humility, openness to new ideas, and growth mindset
- Team player who enjoys working with people to achieve the best and most efficient results
- Strong accountability and group responsibility for customers served, taking on tasks and solving problems as they arise
- 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
Schedule
Monday–Friday 8:45 am to 6:00 pm and Saturday (rotating schedule) 9:00 am–12:00 pm.
Benefits
- Competitive compensation based on experience, geographic location, and role
- Medical, Dental, Vision, Life, 401(k) Matching, and other wellness benefits including FSA, HSA, and HRA
- Paid parental leave
- Flexible vacation policy, including PTO and paid holidays
- Fun and challenging team environment in a dynamic industry with ample opportunities for career growth