Relationship Support Specialist III

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Full Time Clerical Fort Worth, TX, US

Position Title
:

Relationship Support Specialist III

FSLA Status
:

Non-Exempt

Reports to
:

Commercial Loan Admin. Manager or Commercial Relationship Manager

Job Summary
:

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

Location
:

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

Essential Functions
:

• 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.

Additional Functions
:

• 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.

Required Education/Experience
:

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

Necessary Skills
:

• 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…