17 days old

Client Support Specialist

Lead Bank
Lee's Summit, MO 64064
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Classification: Non-Exempt

Position Type: Full-Time

Expected Hours of Work: Full-time position: 40 hours within the timeframe of 8am-6pm, M-F; 7:45am-12:00pm Saturday

Reports to: Client Support Manager

Location: Lee's Summit, MO


The Client Support Specialist (CSS) acts as the voice of the company when interacting with clients. Duties include answering client questions, helping to resolve individual problems, and handling other transactions. CSS's will investigate and follow up on client problems; document outcomes and steps taken, as well as update client files and databases. Resolves problems by clarifying issues; researching and exploring answers and alternative solutions; implementing solutions; escalating unresolved problems. The CSS will also fulfill requests by clarifying desired information; completing transactions; and forwarding requests.

Essential Functions

Utilize CRM (Customer-Relationship Management) system.

Provide ongoing relationship servicing to clients to further business, to include status or enhancements to account productivity and suggestions for any resolutions.

Complete checking and savings account transactions to include verifying deposit amounts and customer account balances, and check examination via an on-line terminal.

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

Perform other duties as assigned.


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:

o Sit

o View computer monitors

o Talk

o Hear

o Use hands to type / handle / feel

o Reach with hands & arms

May be required:

o Lift up to 20 lbs.

Required Education and Experience:

Minimum High School Diploma or currently enrolled in High School

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.

*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.


Posted: 2021-09-28 Expires: 2021-10-30

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Client Support Specialist

Lead Bank
Lee's Summit, MO 64064

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