Mail & Operations Coordinator

Lead • Kansas City, MO

18h

About The Position

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. This work requires strong attention to detail, good judgment, and the ability to identify time-sensitive or higher-risk items. 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.

Requirements

• 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

Responsibilities

• 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

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED