Deposit Team Training Specialist

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 Deposit Team Training Specialist is responsible for providing hands-on training, coaching, and development support for the Deposit Team beyond initial onboarding. This role focuses on reinforcing operational knowledge, enhancing the client experience, and delivering structured refresher trainings on a regular cadence. This is an individual contributor role.

In this role you will:

• Conduct engaging hands-on training sessions, including mock transactions, system walkthroughs, and real-time troubleshooting to reinforce learning. 
• Deliver ongoing refresher and ad hoc training sessions for the broader Deposit Team on a scheduled basis. 
• Proactively coach teams and support the implementation of client experience training initiatives to enhance service quality and operational efficiency. 
• Work closely with the Deposit Team Training Manager to keep training materials relevant, accurate, and aligned with evolving policies, procedures, and systems. 
• Assist with in-branch coaching and provide structured, real-time development support across the Deposit Team to ensure consistency in knowledge and performance. 
• Be cross-trained on training materials and serve as a backup for the Deposit Team Training Manager during absences, ensuring seamless training continuity. 
• Monitor and assess trainee progress, providing feedback and adjustments to training approaches as needed. 
• Support flexible onboarding timelines to accommodate new team members with varying levels of experience, customizing training approaches to individual needs. 
• Provide onsite, hands-on coaching, in-branch support, and live training, exceeding the standard hybrid policy of two days per week. When in-person training is not required, work from home flexibility may be available for administrative tasks, training material updates, and preparation with preapproval. 
• Perform all other duties as assigned.

Qualifications:

• A minimum of 2 years’ of banking experience
• Experience working in a deadline oriented, fast-paced environment strongly preferred
• Prior training, coaching, or mentorship experience preferred 
• Strong organizational skills with experience in managing multiple time-sensitive projects simultaneously
• Natural leadership ability with a track record of keeping teams on track, engaged, and productive 
• Excellent verbal and written communication skills with confidence in leading presentations and live training sessions 
• Display initiative and be proactive in identifying and acting on opportunities for improvements
• Attention to detail and strong analytical skills to assess training effectiveness and identify gaps
• 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 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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