Corporate Services Associate

Overview

Oak Star Bank is a full‑service financial institution serving Missouri, Kansas, and Colorado. As an SBA Preferred Lender and a leader in small business banking, we focus on meaningful growth and local impact. Our SERVE values guide how we work: stewardship, empathy, responsiveness, vision, and empowerment. We offer comprehensive benefits including health, dental, vision, life, disability insurances, 401(k) and 401(k) match, paid time off, and paid holidays.

The Corporate Services Associate provides exceptional service and support to customers using the bank’s corporate services products. This role partners with Corporate Services Officers, customers, and internal teams to ensure onboarding, implementation, and ongoing support of corporate services solutions.

• Serve as a primary 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 to ensure high 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 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 up‑to‑date solutions.
• Identify and address issues related to the use of corporate services products.
• Collaborate with 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 (e.g., ACH, FDIC coverage tools, wire transfers, Remote Deposit Capture, merchant services, Positive Pay, online banking).
• Assist with documentation and reporting related to corporate services products.
• Support the banking needs of corporate services customers.

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

• Bachelor’s degree in Business Administration, Finance, Accounting, or a related field preferred.
• 3+ years of experience in a customer service, sales support, or corporate services role in banking or financial services.
• 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 and work effectively with cross-functional teams.
• Proactive in identifying and addressing customer needs; capable of providing 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.

Environment is primarily a non‑confined office setting with typical office noise and activity. Physical demands include writing, typing, speaking, listening, lifting up to 25 pounds, driving, carrying, seeing, sitting, walking, standing, squatting, kneeling, and reaching. Mental demands include analytical reasoning, reading and understanding documents, performing detailed work, problem solving, and multitasking under pressure. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

• Possess and…