Head Customer Onboarding at LevelField Bank

Redefine Banking with Us

LevelField Bank, an FDIC-insured community bank, is transforming the financial landscape by prioritizing innovation and embracing new products and services. The bank is entering a period of growth, and we are seeking a dynamic, customer-focused professional to join as head of our newly established specialist customer onboarding team. If you’re passionate about delivering exceptional experiences and eager to join a growing organization, this is your opportunity to make an impact.

Your Role

As Head of Customer Onboarding, working under direction of the Chief Operating Officer, you will lead a team guiding commercial and individual clients through the beginning of their LevelField banking journey. You will help grow a team to streamline the onboarding process for our business customers, and to optimize the more automated process for our consumer customers. The mission is to ensure that every interaction leaves a lasting, positive impression.

To be successful as the On-Boarding Lead, you will develop an understanding of the objectives of LevelField Bank, service offerings, operational capabilities, culture, and vision in order to efficiently oversee and facilitate the onboarding of prospective customers and resolve potentially complex problems that may arise during the onboarding process. You and your team will be responsible for managing the end to end onboarding cycle, ensuring that new have a best-in class-experience. You will build collaborative relationships with key team members from across the organization.

You will take on a supervisory role that focusses on accurately and expediently onboarding prospective customers, while following and maintaining strict guidelines and regulatory requirements.  You will have the opportunity to collaborate on customers engagement initiatives to develop and help successful implementation of newly developed strategies and processes. These interactions may take many forms, including participating in projects and strategic initiatives related to process improvement and more thematic initiatives designed to bring the best of the firm to our customers and continuously improve the overall experience they have in working with us.

The future business will be a dynamic 24/7 financial workplace. The goal is to eventually establish process and team structure to fulfill around the clock needs and requirements. 

Locations: Houston, TX (preferred) or Chicago, IL

Key Responsibilities

  • Champion Our Brand: Embody LevelField’s innovative culture, fostering trust and enthusiasm for our cutting-edge banking solutions.

  • Drive Client Success: Serve as the primary point of contact for onboarding new business customers and work collaboratively with compliance and other departments in the onboarding of consumer customers.

  • Gather Insights: Continually assess the customer activity and partner with product development to continually improve the customer experience so that the customer does not require support except in non-standard instances.

  • Leadership: Lead, mentor, and grow the Customer Onboarding team.

Additional Responsibilities

  • Stay Ahead of Trends: Keep up with innovative banking solutions.

  • Continuous Improvement: Collaborate with the team to develop and execute strategies to improve the department.

  • Think Like an Owner: Contribute ideas to improve processes, enhance customer experiences, and drive the bank’s growth.

Qualifications

  • Minimum of 5 years industry experience; 3+ years in a customer service/on-boarding or similar role;

  • At least 3+ years of people management experience.

  • Willingness to work flexible working hours, as required.

  • Ability to lead, prioritize and execute on multiple simultaneous priorities and initiatives

  • Someone familiar with OFAC (Office of Foreign Asset Control), AML (Anti-money Laundering, and KYC (Know your client) requirements.

  • Ability to thrive in a highly regulated environment that demands full compliance with policies and procedures

  • Excellent verbal and written communication skills

  • Passion for revolutionizing banking and embracing innovation.

  • Strong interpersonal skills with a commitment to delivering exceptional customer experiences.

  • A team-oriented mindset with a drive to build something extraordinary.

Additional Requirements:

  • BS or BA preferred

Why Join LevelField Bank?

  • Be a Pioneer: Join a forward-thinking bank at the forefront of digital asset integration, with opportunities to shape the future of finance.

  • Growth Opportunities: As an early team member, you’ll have significant potential for career advancement in a rapidly growing organization.

  • Vibrant Culture: Thrive in a collaborative, innovative workplace that values your contributions and celebrates success.

  • Competitive Compensation: Enjoy a base salary of $80,000–$150,000, discretionary bonuses, stock options, 401(k), medical insurance, and additional benefits.

Apply Here