Corporate Services Associate

Job Location:

Bolivar Main - Bolivar, MO 65613

Position Type:
Full Time

Job Category:
Banking

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.

• 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 elevate 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.

The Corporate Services Associate performs duties specific to the position and other functions as assigned.

• 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…