VIP Support Services Specialist I

Great Southern BankSpringfield, MO
5d

About The Position

Come be a part of something greater! Great Southern Bank is committed to fostering an environment where everyone can contribute and succeed at every level. We celebrate and value differences in age, outlook, cultural background, lifestyle, and physical ability. We offer career opportunities and advancement across a wide range of disciplines. Come join our team of customer service experts today! General Description The VIP Support Services Specialist I is responsible for maintaining a strong working knowledge of all department policies, procedures, and products. Provides VIP Banking associates and clients with ongoing support for services, accounts, and loans.

Requirements

  • High school diploma or GED
  • Some college, specialized schooling, and/or equivalent relevant work experience
  • 12 to 18 months related experience and/or training
  • Regular use of desktop/laptop computer and basic operating systems.
  • Basic experience with alphanumeric data entry, PowerPoint, Excel, and word processing.
  • Ability to add, subtract, multiply, and divide.
  • A valid driver’s license and/or the ability to travel to all locations is required.
  • Must be registered under the Nationwide Mortgage Licensing System (NMLS) or become registered upon hire.

Responsibilities

  • Performs routine account requests for customers including but not limited to check orders, disputes, transfers, deposits, withdrawals, and processing of HSA and IRA paperwork. Takes requests for and opens new accounts and revises existing accounts. Accurately and thoroughly completes all assigned tasks, including but not limited to, completing a post account review of the account file, tracking and verifying scanning to ensure all appropriate documentation is compiled and complete.
  • Responds to inquiries in person, email, or by phone in an efficient, timely, and professional manner. Completes a wide variety of word processing and spreadsheet tasks including external correspondence, internal memorandums, reports, and forms. Gathers data and performs routine calculations.
  • Handles routine loan requests by receiving and posting payments, submitting loan servicing work orders, and submitting insurance verification. Keeps the VIP Banking Relationship Manager informed and serves as backup to the Relationship Managers by processing loan requests. Responsible for maintaining accurate and thorough loan files and completes the loan checklist. Collects all missing documentation and helps resolve discrepancies as they occur. Assists in ensuring all underwriting and closing conditions have been resolved and a complete loan file has been prepared for closing. Completes a post-closing review of the loan file and tracks the boarding and scanning of the completed loan file to ensure all appropriate documentation is compiled and complete.
  • Provides high level of professional and courteous customer service and support to maximize growth and retain relationships with both internal and external customers. Ensures accurate and timely resolution of all routine account and loan operational problems and keeps the VIP Banking Relationship Manager informed as they occur. Assists in developing customer relationships by identifying needs and making appropriate recommendations for products and/or services during customer interactions.
  • Maintains regular and reliable attendance, punctuality and personal appearance. Reads, writes, and communicates in a clear and efficient manner via various types of correspondence, such as, in person, phone, email, letters, etc. Adheres to all company policies and procedures, as well as all applicable banking rules, regulations, and laws (including BSA/AML).
  • Performs any other related duties as required or assigned.

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

High school or GED

Number of Employees

251-500 employees

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