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 Operations Specialist II will develop a high level of understanding of operational processes, procedures and applications. The Operations Specialist II will assist in developing procedures, application support, training Lead’s team members, as well as project implementation and support.
In this role you will:
- Be knowledgeable in all applicable banking applications
- Be responsible for providing assistance to staff with any questions, resolving issues and enhancing products
- Troubleshoot application errors and issues
- Provide timely support to staff and clients
- Provide training on applications and processes to staff members
- Assist with Interdepartmental Training
- Be responsible for timely and accurate monthly reporting and analytics
- Create and run reports using Business Analytics
- Assist the Assistant Operations Manager with application updates or enhancements. Create and update procedures for staff resource and training.
- Set up new users, resetting passwords and deleting access when necessary.
- Credit and Debit Card expert
- Expert in BPM and BPM Admin
- Assist Operations Manager with relevant BaaS relationships
- Responsible for leading and completing annual user reviews
- Bankwide compliance training admin
- Identify and provide suggestions for more efficient and effective processes within Department
- Perform account cleanup on users, products and codes when necessary.
- Participate in project implementation and support.
- Troubleshoot various types of technology equipment
- Department expert in assigned General Ledger reconciliation
- All other duties as assigned
Qualifications:
- A minimum of 3-5 years of banking experience
- Strong project management skills and management of development, maintenance and support teams
- Client first mentality
- Strong judgment, instincts and analytical skills
- Willingness to take on new challenges in a fast-paced startup environment
- Strong organizational skills with experience in managing multiple time-sensitive projects simultaneously
- Self starter, engaged, proactive and ready to roll up your sleeves
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 for equity grants and cash bonus, based on experience, geographic location, and role
- Medical, Dental, Vision, Life, 401k Matching, and other wellness benefits, including FSA, HSA and HRA
- Paid parental leaveFlexible 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.
