Job Information
Great Southern Bank VIP Support Services Specialist I in Springfield, Missouri
Come be a part of something greater! Great Southern Bank is committed to following an environment where everyone can contribute and succeed at every level. By embracing diversity, 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. Ranked top ten in Forbes Best Bank four years in a row. 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.
ESSENTIAL DUTIES
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. This duty is completed about 35% of the time.
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. This duty is performed about 30% of the time.
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. This duty is performed about 20% of the time.
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. This duty is performed about 15% of the time.
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.
EDUCATION AND EXPERIENCE 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.
LICENSE REQUIREMENTS
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.
PHYSICAL REQUIREMENTS
The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations.
Semi-repetitive and low physical activities.
Semi-repetitive type work which requires periods of concentration for varied time cycles as prescribed by the tasks.
While performing the functions of this job, the employee is frequently required to use hands to handle or feel, reach with hands and arms, talk or hear; regularly required to sit; and occasionally required to stand, walk, climb or balance, stoop, kneel, crouch, or crawl.
Occasionally required to lift and/or move up to 25 pounds.
At Great Southern Bank, we are willing to accommodate for those with reasonable requests. If you need assistance at any point during the application process (completing applications, interview prep, etc...), please contact Human Resources at 417-895-4509.
Great Southern Bank is proud to be an Equal Opportunity Employer, treating all candidates and employees equitably without regard to race, color, gender, religion, national origin, ancestry, age, disability, protected veteran status, gender identity, sexual orientation or any other basis prohibited by law.
Monday - Friday 8:00 AM - 5:00 PM
Total Hours: 40
Job Grade: 9
5043