Branch Banker

9.02.2022 hccgKC Careers

Organization: Lead Bank

Job Type: Full-time
Position Type: Full-Time

Expected Hours of Work:  40 hours within the timeframe of 7:30 a.m. – 6:00 p.m., M-F; 7:30 a.m. – 12:30 p.m. Saturday

Reports to: Branch Manager

Location: Kansas City, MO


The Branch 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.

· Support 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 as a back-up to the Teller role, in certain situations.

· Inspect all checks, bonds, money orders, and savings withdrawals to determine their negotiability as a back-up to the Teller role, in certain situations.

· Receive and verify loan payments, as a back-up to the Teller role, in certain situations.

· Answer and route phone calls and give/take the appropriate information.

· Perform other duties as assigned.


· 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:

– Stand

– View computer monitors

– Talk

– Hear

– Sit

– Walk

– Use hands to type / handle / feel

– Reach with hands & arms

– May be required:

– Lift up to 20 lbs.


· 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)

* Lead Bank requires all employees to be fully-vaccinated from COVID-19. Medical and/or religious accommodations may be requested.


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