Relationship Support Specialist III

Southside Bancshares
United States
Workplace: OnsiteFull timeFunction: Customer Support (Service Desk)Education: high_schoolSkills: ["Communication","Organization","Confidentiality","Customer service","Attention to compliance"]

Provide detailed administrative support to Commercial Relationship Managers to help grow the commercial loan and deposit portfolio. Coordinate pre-closing documentation and communications for commercial real estate loan packages, support closing and funding workflows, and assist with customer transactions and service requests. Manage past-due and maturing loans, clear collateral exceptions, support loan/deposit account needs, and ensure confidentiality and compliance with applicable laws and the Bank Secrecy Act.

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Southside Bancshares
Southside Bancshares
1 day ago

Relationship Support Specialist III

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Source: Company careers pageValidated by: Fursa AI
Last checked: 12 hours agoStatus: Live

Job Summary

Provide detailed administrative support to Commercial Relationship Managers to help grow the commercial loan and deposit portfolio. Coordinate pre-closing documentation and communications for commercial real estate loan packages, support closing and funding workflows, and assist with customer transactions and service requests. Manage past-due and maturing loans, clear collateral exceptions, support loan/deposit account needs, and ensure confidentiality and compliance with applicable laws and the Bank Secrecy Act.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Support (Service Desk)
Seniority: Mid level

Key Responsibilities

  • •Assist Commercial Relationship Managers with gathering and preparing pre-closing documents and communications for commercial real estate loan packages
  • •Work with the Commercial Relationship Manager and Commercial Real Estate Closing Department Team for new and renewing loan requests
  • •Accept and forward customer draw requests to the Commercial Funding Department
  • •Assist with managing past-due and maturing loans and ensure collateral exceptions are cleared and reporting requirements are met
  • •Support loan and deposit accounts, prepare/facilitate customer transactions, and handle service requests while maintaining confidentiality and compliance

Pay and Benefits

Perks:Health InsuranceDentalVision401kPaid LeaveLife InsuranceLearning BudgetEmployee Assistance

Key Requirements

  • •High school diploma or GED
  • •Minimum of eight years of related experience in a similar or equivalent role
  • •Ability to read, analyze, and interpret business periodicals, professional journals, technical procedures, and regulations
  • •Ability to write information and respond to managers, clients, customers, and the general public
  • •Proficient personal computer skills including email, record-keeping, routine database activity, word processing, spreadsheets, and graphics
Education:High School
Skills:CommunicationOrganizationConfidentialityCustomer serviceAttention to compliance
Tech Stack:Electronic mailRecord-keepingDatabase activityWord processingSpreadsheetsGraphics

Company Brief

Southside Bancshares
Bank holding company operating Southside Bank, offering commercial and retail banking services, treasury management, lending, wealth management, and related financial products across Texas and surrounding markets.
Industry: Banking
Company Size: Large (251 to 1,000 employees)
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Tyler, United States
Founded: 1960
Website