People Matter

Branch Manager

Lead Bank (FKA Luna Financial)

Lead Bank (FKA Luna Financial)

Missouri, USA
Posted on Sep 19, 2024
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 Branch Manager will lead and manage the Kansas City Crossroads branch deposit team to deliver a full range of Financial Products and Services to clients which provides financial wellness.

In this role you will:

  • Create and maintain a branch environment that ensures consistent, high quality client service
  • Be responsible for daily operations including processing of client transactions, selling and opening new accounts, responding to client/staff inquiries and concerns
  • Manage and coach your team in all aspects of training, service and operations
  • Be a Client consultant by listening to client problems, problem solving to find a solution and intervening as necessary to provide a solution to escalated situations
  • Participate in industry and bank trainings in regulations, products, and services
  • Adhere to bank policy and procedure
  • Manage and utilize CRM
  • Ensure branch staff is adhering to policy and procedure
  • Oversee clearing of File Maintenance items, completion of CIP items, and approve exceptions on a limited basis as necessary
  • Conduct monthly surprise audits
  • Understand and facilitate initial consumer credit discussions with clients
  • Make new business development calls in the branch area
  • Schedule opening and closing shifts for branch staff at assigned branch
  • Perform other duties as assigned.

Qualifications:

  • 2+ years of banking experience
  • 2+ years management experience preferred
  • Are intellectually curious
  • Foster divergent opinions
  • Thrive working in a fluid environment with high autonomy
  • Love to collaborate to get to the best, most efficient outcome
  • Embody the growth mindset and bring a self-driven and self-starter mentality to your work
  • Have high ethical standards
  • Use a systematic approach in solving problems through analysis and evaluation of alternative solutions
  • Analyze complex problems and recommend creative solutions while maintaining compliance with all laws and regulations

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 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.
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