Mail & Operations Coordinator - Kansas City
2 days ago
Job description
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 Mail & Operations Coordinator role provides operational support across Lead Bank by managing the intake, review, routing, and distribution of incoming mail, as well as preparing and sending outgoing mail related to bank operations.
Team members work in a fast-paced environment where priorities may shift throughout the day, requiring organization, discretion, and clear communication.
By helping ensure documents and correspondence are handled accurately, tracked appropriately, and delivered to the correct teams in a timely manner, this role supports day-to-day efficient operations, recordkeeping expectations, and a consistent client experience.
This role may also assist with document preparation, archival support, and ongoing communications within the banking operations team.In This Role You Will
Process and distribute all incoming physical mail, ensuring items are logged, reviewed, and routed accurately and in a timely manner
Prepare and send outgoing mail related to bank operations, including client correspondence and internal mail requests
Monitor and distribute incoming facsimile communications and ensure proper handling and delivery of received documents
Maintain organized and accurate mail intake logs and tracking records to support operational visibility and recordkeeping expectations
Support document archiving and retrieval activities
Assist with project-related mailing or document handling tasks as assigned through operational work channels
Maintain physical record storage and retention practices, including organization and oversight of archived materials located in designated storage areas
Ensure all handled materials are managed in accordance with confidentiality, compliance, and operational policy requirements
Communicate clearly with internal teams regarding mail status, delivery timing, or required follow-up
Cross-train team members for business continuity purposes
Perform other duties as assigned
Qualifications:
High school diploma or equivalent required
Strong attention to detail and organizational skills
Ability to manage repetitive processes with consistency and accuracy
Comfort handling sensitive or confidential financial and legal documents
Basic computer proficiency and ability to learn internal recordkeeping or archival systems
Ability to prioritize tasks and adapt to shifting daily workload volumes
Clear written and verbal communication skills for internal coordination
Dependable work habits and strong accountability for task completion
Demonstrated ownership of assigned responsibilities, including follow-through, proactive communication, and identification of process gaps or improvements
Ability to lift, sort, and move mail or stored records within normal office expectations
Willingness to support operational document and mailing needs across banking operations teams as workload requires
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.Similar jobs
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