Business Banking Specialist II

Lead

Business Banking Specialist II supporting banking and payments operations at Lead. Responsible for managing client requests and regulatory compliance across various channels.

Posted 6/24/2026full-timeKansas City • Kansas, Montana • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Support partners, traditional community bank clients, and more complex business account requests across multiple communication channels, providing clear and timely responses
Take lead responsibility for external partner support channels and shared servicing queues, coordinating intake, prioritization, and follow-through across Business Banking and Client Onboarding workflows
Prepare documentation and facilitate due diligence activities for Payments Program enrollments, including business online banking and payment origination access, user maintenance, and related account updates
Assist with ongoing due diligence and client education during onboarding and throughout the relationship, ensuring forms, agreements, and files are complete and archived appropriately.
Handle servicing requests, including account maintenance, access changes, fee research, product updates, and general service inquiries, collaborating with internal teams and providing guidance on established processes where appropriate
Troubleshoot and support ACH, wire, RDC/MRDC, Positive Pay, and related payments services, including limit maintenance, exception handling, and operational issue resolution
Maintain workflow visibility through task management systems and collaborate cross-functionally with Banking Operations, Program Management, Compliance, and related teams to resolve issues and move requests forward.
Maintain accurate client and account records through onboarding and ongoing CIP and file maintenance activities, supporting documentation integrity and audit-readiness
Perform other duties as assigned.

Requirements

What you’ll need

2-3+ years of banking experience, including experience in business or commercial account servicing; exposure to business banking, treasury/cash management, or payments-focused work is preferred.
Working knowledge of business banking and payments products, including online banking, ACH and wire origination, MRDC/RDC, Positive Pay, and related control and limit structures, with a willingness to deepen expertise over time.
Demonstrated history of providing strong client service with heightened responsiveness, clear communication, and ownership of follow-through on requests.
Ability to quickly switch priorities and manage a higher workload while maintaining accuracy, compliance, and attention to detail in documentation and system setup.
Strong written and verbal communication skills, with the ability to tailor tone and terminology for clients and internal stakeholders across multiple channels
Working understanding of banking regulations, internal policies, and operational standards and the ability to apply them consistently in day-to-day work.
Proficiency in Google Workspace and comfort working in digital banking platforms; experience with Q2 Business Online and payments platforms is a plus.

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

business account servicingpayments program enrollmentACHwire originationRDCMRDCPositive Paydocumentation integrityaudit-readinessCIP

Soft Skills

client serviceclear communicationownership of follow-throughattention to detailability to switch prioritiesresponsivenessstrong written communicationstrong verbal communicationcollaborationproblem-solving