VIP Support Services Specialist I
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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 and 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. 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 drivers 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.
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
5430
Apply Now
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 and 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. 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 drivers 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.
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
5430
Apply Now