Corporate Card Specialist

OakStar BankSpringfield, MO
Onsite

About The Position

At OakStar, strong relationships are at the heart of everything we do—including how we work together. Since 2005, we’ve grown from a single location in Springfield, Missouri, into a trusted, multi-state financial institution serving communities across Missouri, Kansas, and Colorado. As an SBA Preferred Lender and a recognized leader in small business banking, our work supports local economies and meaningful growth—giving our team members the opportunity to make real, visible impact through their roles. Working at OakStar means joining a fast-paced, collaborative, and supportive team guided by our SERVE values—stewardship, empathy, responsiveness, vision, and empowerment. We’re committed to service excellence, giving back to our communities, and fostering a workplace where team members are supported.

Requirements

  • 1+ years of data entry experience, preferably in finance, banking, accounting, or back-office operations.
  • Proficient in Microsoft Office (especially Excel) and data management systems.
  • Demonstrated ability to handle sensitive financial and employee information with the highest level of confidentiality and professionalism.
  • Strong time management and prioritization skills, with the ability to manage multiple responsibilities and consistently meet deadlines.
  • Proven ability to maintain a high degree of accuracy and precision in data entry, transaction processing, and reporting activities.
  • Strong analytical and problem-solving skills, with the ability to identify discrepancies, investigate issues, and implement effective solutions.
  • Effective written and verbal communication skills, with the ability to build positive working relationships and collaborate across departments.
  • Ability to thrive in a fast-paced, high-volume environment while maintaining accuracy, efficiency, and attention to detail.
  • Customer service-oriented mindset with the ability to respond professionally and promptly to inquiries from cardholders, management, and external partners.
  • Self-motivated and dependable, with the ability to work independently while contributing effectively as part of a team.
  • Ability to work overtime to assist customers, support team members, or meet deadlines.

Nice To Haves

  • Associate or bachelor’s degree in business, finance, or a related field preferred.
  • Experience with corporate credit card processing or back-office financial operations preferred.
  • Proficiency with payment processing platforms, banking systems, and other financial or customer relationship management (CRM) applications.
  • Working knowledge of accounting principles, expense management, and account reconciliation processes.

Responsibilities

  • Enter and maintain corporate credit card account data into internal systems with a high degree of accuracy.
  • Process new account setups, updates, cancellations, and adjustments.
  • Review incoming applications and documentation for completeness and compliance.
  • Reconcile credit card transactions and identify discrepancies or errors.
  • Validate and verify data against source documents and internal databases.
  • Assist with reporting and audit preparation related to credit card accounts.
  • Maintain organized digital records and ensure proper documentation retention.
  • Collaborate with finance and operations teams to resolve data-related issues.
  • Monitor assigned work queues and maintain established accuracy and service standards.
  • Follow bank policies, procedures, and regulatory compliance requirements related to financial data handling.
  • Ensure compliance with all bank policies and procedures, as well as all applicable state and federal banking regulations.
  • Ensure the confidentiality and security of customer information, bank information, proprietary information, and sensitive information.
  • Treat people with respect, keep commitments, inspire the trust of others, work ethically and with integrity, uphold the bank’s values, and accept responsibility for one’s own actions.
  • Demonstrate knowledge of and adherence to EEO policy, show respect and sensitivity for cultural differences, educate others on the value of diversity, promote a working environment free of harassment of any type, and value a diverse workforce.
  • Follow policies and procedures, complete tasks accurately and on time, support the bank’s goals and values, and benefit the bank through outside activities.
  • Complete all required training and policy reviews within established timeframes.
  • Perform the position safely, without endangering the health or safety of yourself or others, and report potentially unsafe conditions to management. Comply with occupational safety and health standards and all rules, regulations, and orders issued pursuant to the OSHA Act of 1970 that are applicable to one’s position at the bank.
  • Possess and maintain a current driver's license and a vehicle with appropriate insurance coverage. Both are required to drive while performing assigned duties and responsibilities.
  • Possess and maintain adequate skills in computer operation, including email, word processing, spreadsheet, and specialty software programs.
  • Possess and maintain adequate typing skills to meet the needs of the position.
  • Possess and maintain adequate math skills to meet the needs of the position. This may include the ability to count currency and coin, calculate interest, balance accounts, add, subtract, multiply, and locate routine mathematical errors.
  • Practice effective and efficient organizational and time management skills.
  • Be able to work with general supervision while performing duties.
  • Use effective oral, written, and interpersonal communication skills. This includes the ability to apply common sense when carrying out instructions, interpreting documents, understanding procedures, writing reports and correspondence, and speaking clearly to customers and employees.
  • Be able to deal with routine problems involving multiple facets and variables in standardized situations.

Benefits

  • health, dental, vision, life, and disability insurances
  • 401(k)
  • 401(k) match
  • paid time off
  • paid holidays
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