Relationship Support Specialist III

Position Title:

Relationship Support Specialist III

Non-Exempt

Commercial Loan Admin. Manager or Commercial Relationship Manager

To perform detailed administrative services for Commercial Relationship Managers to support growth of the loan and depository portfolio.

University Center
- Fort Worth

• Medical, Prescription Drugs, Dental, and Vision Insurance
• Insurance Eligibility for Team Members and Dependents Starting on the First Day of Employment
• 401(k) with a Match
• Basic, Voluntary, and Dependent Life Insurance
• Paid Time Off
• Paid Bank Holidays
• Workplace Wellness Programs
• Employee Assistance Programs
• Tuition Reimbursement

• Assists Commercial Relationship Managers in the gathering and preparation of pre-closing documents and other communications necessary to compile and submit a commercial real estate loan package to the Closing Department Team.
• Works with the Commercial Relationship Manager and Commercial Real Estate Closing Department Team in the markets making up the Metro regions for new and renewing commercial real estate loan requests.
• Accepts and forwards draw requests from customers to the Commercial Funding Department.
• Assists Commercial Relationship Managers in managing past due and maturing loans.
• Actively manages the Commercial Relationship Manager's loan portfolio to ensure collateral exceptions are cleared and financial reporting requirements of commercial relationships are met.
• Supports Commercial Relationship Managers with loan and deposit accounts for commercial relationships.
• Prepares and facilitates customer transactions and assists with service requests from customers.
• Performs administrative tasks for Commercial Relationship Manager, as assigned.
• Provides exceptional service to internal and external customers
• Maintains confidentiality of all sensitive Bank information.
• Maintains a positive and caring atmosphere for customers and employees consistent with Southside Bank's mission, CORE Values, and Blue Book culture guide.
• Participates in proactive team efforts to achieve departmental and company goals.
• Understands and agrees to abide by the policies and procedures established at Southside Bank.
• Responsible for complying with audit policies and procedures as they pertain to this position.
• Performs duties in compliance with applicable laws and regulations, including but not limited to the Bank Secrecy Act (BSA) and related anti-money laundering laws, and in accordance with the Bank's Information Security Program.

• Operates within division or department policy guidelines using independent judgment in achieving assigned objectives.
• Complies with all safety policies, practices, and procedures. Report all unsafe activities to supervisor and/or Human Resources.
• Performs additional duties as assigned or directed.

• High School diploma or general education degree (GED);
• Minimum of eight years' related experience in a similar or equivalent role required.

• Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or governmental regulations.
• Ability to write information and respond to questions from groups of managers, clients, customers, and the general public.
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.
• Ability to apply concepts of basic algebra and geometry.
• Ability to apply common sense understanding to carry out instructions furnished in written, oral or diagram form.
• Ability to deal with problems involving several concrete variables in standardized situations.
• Proficient personal computer skills including electronic mail, record-keeping, routine database activity, word processing, spreadsheet, graphics, etc.
• Prioritize, organize, and delegate assignments.

• Manual dexterity sufficient to reach/handle items and work with fingers. Works with fingers and perceives attributes of objects and materials.

• Must be able to remain in a stationary position 90% of the time.
• The person in this position needs to occasionally move about inside the office to visit other offices, conference rooms, office machinery, etc.
• Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and telephone.
• Constantly positions self to operate on a computer.
• The person in this position frequently…