Corporate Services Associate

OakStar Bank•Clinton, MO

5d•Onsite

About The Position

The Corporate Services Associate is responsible for providing exceptional service and support to customers utilizing the bank's corporate services products. This role will work closely with Corporate Services Officers, customers, and internal departments to ensure seamless onboarding, implementation, and ongoing support of corporate services solutions.

Requirements

3+ years of experience in a customer service, sales support, or corporate services role in the banking or financial services industry.
Strong knowledge of business structures (LLCs, partnerships, corporations, etc.).
Knowledge of corporate services products and operational processes.
Strong interpersonal and communication skills, with the ability to build relationships with customers and internal teams.
Excellent problem-solving abilities and attention to detail.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and ability to learn various corporate services programs.
Ability to manage multiple tasks, prioritize effectively, and meet deadlines.
Ability to deliver excellent service.
Ability to work effectively with cross-functional teams to achieve shared goals.
Takes initiative and is proactive in identifying and addressing customer needs or challenges; works to provide effective solutions.
Comfortable with change and able to adapt to evolving business needs and industry trends.
Ability to work additional or non-standard hours as needed to meet deadlines or respond to other situations requiring extended availability.

Nice To Haves

Bachelor’s degree in Business Administration, Finance, Accounting, or a related field preferred.

Responsibilities

Serve as a point of contact for customers using corporate services products.
Provide ongoing support and education to clients regarding products and services.
Address client inquiries, troubleshoot issues, and escalate complex cases when necessary.
Build and maintain strong, positive relationships with customers, ensuring a high level of satisfaction.
Assist the sales team in understanding customer needs and delivering tailored solutions.
Guide new customers through the corporate services onboarding process, ensuring all requirements are met.
Conduct follow-up communications with clients to ensure smooth transitions and address any concerns.
Maintain a strong understanding of the full suite of corporate services products offered by the bank.
Master all programs used to facilitate the bank's corporate services programs.
Stay informed about industry trends, regulatory changes, and new products to provide the most up-to-date solutions to clients.
Identify and address issues related to the use of corporate services products.
Work closely with the technical support and operations teams to resolve system errors, transaction issues, or account discrepancies.
Maintain accurate records, including agreements, support tickets, and usage data.
Process new enrollments for corporate services products such as ACH, FDIC coverage tools, wire transfers, Remote Deposit Capture, merchant services, Positive Pay, and online banking.
Assist with documentation and reporting related to corporate services products.
Assist with the banking needs of corporate services customers.
Ensure compliance with all bank policies and procedures, as well as all applicable state and federal banking regulations.
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.
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.