At OakStar, strong relationships are at the heart of everything we do—including how we work together. Since 2005, we’ve grown from a single location in Springfield, Missouri, into a trusted, multi-state financial institution serving communities across Missouri, Kansas, and Colorado. As an SBA Preferred Lender and a recognized leader in small business banking, our work supports local economies and meaningful growth—giving our team members the opportunity to make real, visible impact through their roles.
Working at OakStar means joining a fast-paced, collaborative, and supportive team guided by our SERVE values—stewardship, empathy, responsiveness, vision, and empowerment. We’re committed to service excellence, giving back to our communities, and fostering a workplace where team members are supported. Current comprehensive benefits include health, dental, vision, life, and disability insurances, as well as 401(k), 401(k) match, paid time off, and paid holidays.
Position Summary
The Corporate Card Specialist is responsible for accurately entering, processing, and maintaining corporate credit card data, ensuring data integrity, compliance, and timely reconciliation of transactions. This role serves as a key resource for the administration of the corporate card program, monitors cardholder activity, helps resolve discrepancies, supports audits, and ensures adherence to company policies and regulatory requirements. The Corporate Card Specialist collaborates with team members, managers, and accounting to address inquiries, facilitate card issuance and maintenance, and provide exceptional service.
Essential Duties
- Enter and maintain corporate credit card account data into internal systems with a high degree of accuracy.
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Process new account setups, updates, cancellations, and adjustments.
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Review incoming applications and documentation for completeness and compliance.
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Reconcile credit card transactions and identify discrepancies or errors.
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Validate and verify data against source documents and internal databases.
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Assist with reporting and audit preparation related to credit card accounts.
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Maintain organized digital records and ensure proper documentation retention.
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Collaborate with finance and operations teams to resolve data-related issues.
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Monitor assigned work queues and maintain established accuracy and service standards.
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Follow bank policies, procedures, and regulatory compliance requirements related to financial data handling.
Secondary Duties
The Corporate Card Specialist performs duties specific to the position and other functions and duties as assigned.
Responsibilities
- Ensure compliance with all bank policies and procedures, as well as all applicable state and federal banking regulations.
- Ensure the confidentiality and security of customer information, bank information, proprietary information, and sensitive information.
- 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.
- Complete all required training and policy reviews within established timeframes.
- 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 procedures, writing reports and correspondence, and speaking clearly to customers and employees.
- Be able to deal with routine problems involving multiple facets and variables in standardized situations.
Supervisor Responsibilities
This position is not responsible for the supervision of any employee(s).
Classification
This is a non-exempt position meaning this role is paid on an hourly basis. Team members are required to accurately record their time worked and may be eligible for overtime compensation in accordance with applicable laws.
Environmental, Physical & Mental Demands
The environment for this position is primarily a non-confined office-type setting in which employees are free to move about at will. This environment may include some minor annoyances, such as noise, odors, drafts, temperatures, etc.
Physical demands include writing, typing, speaking, listening, lifting (up to 25 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception, and adjusted focus), sitting, walking, standing, squatting, kneeling, and reaching.
Mental demands include analytical reasoning, reading and understanding documents or instruments, performing detailed work, following directions, problem solving, providing effective customer or employee communication, performing accurate math calculations, understanding language, engaging in effective verbal and written communication, enduring stress, conducting multiple concurrent tasks, and withstanding constant interruptions.
Physical and mental demands also include correct usage of the following equipment: telephones, cellular phones, copy and fax machines, adding machines or calculators, encoders, money counters, credit card terminals, postage machines, cash recyclers, vaults, computers, and related printers.
Physical demands may also include occasional travel to other OakStar Bank locations, training locations, operational locations, and customer locations.
Work environment characteristics, physical demands, and mental demands are representative of those an employee encounters while performing the essential functions of this job and represent the knowledge, skill, and/or ability required to perform the job in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
These qualifications are general guidelines normally considered essential to the satisfactory performance of this position. The specifications listed below are representative of the knowledge, skill, and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviations from these qualifications.
- Associate or bachelor’s degree in business, finance, or a related field preferred.
- 1+ years of data entry experience, preferably in finance, banking, accounting, or back-office operations.
- Experience with corporate credit card processing or back-office financial operations preferred.
- Proficient in Microsoft Office (especially Excel) and data management systems.
- Demonstrated ability to handle sensitive financial and employee information with the highest level of confidentiality and professionalism.
- Strong time management and prioritization skills, with the ability to manage multiple responsibilities and consistently meet deadlines.
- Proficiency with payment processing platforms, banking systems, and other financial or customer relationship management (CRM) applications.
- Working knowledge of accounting principles, expense management, and account reconciliation processes.
- Proven ability to maintain a high degree of accuracy and precision in data entry, transaction processing, and reporting activities.
- Strong analytical and problem-solving skills, with the ability to identify discrepancies, investigate issues, and implement effective solutions.
- Effective written and verbal communication skills, with the ability to build positive working relationships and collaborate across departments.
- Ability to thrive in a fast-paced, high-volume environment while maintaining accuracy, efficiency, and attention to detail.
- Customer service-oriented mindset with the ability to respond professionally and promptly to inquiries from cardholders, management, and external partners.
- Self-motivated and dependable, with the ability to work independently while contributing effectively as part of a team.
- Ability to work overtime to assist customers, support team members, or meet deadlines.
The duties and responsibilities described in this position description are representative of the work performed but are not intended to be all-inclusive. Management reserves the right to modify this position description at any time according to business needs and in accordance with applicable laws.
