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Careers

Branch Manager, Southwest Austin

LocationSouthwest Austin

FULL-TIME

SUMMARY:

The Branch Manager is responsible for the overall retail/deposit operations of the branch from a sales and service perspective. This position is also the liaison to Human Resource department.  The manager is responsible for developing the retail/deposit business at the branch.  Will works closely with the Marketing Director and Executive to implement bank wide and area wide specific development/growth plans.  Create and execute marketing strategy and tactics that utilize the following disciplines to improve customer experiences: Customer Loyalty Management, Customer Relationship Management and Customer Value Management.

Essential Duties and Responsibilities:

  • Oversee the scheduling of branch sales and service staff, ensuring that the branch is open for business and able to provide superior quality service to the customer on a daily basis. Oversee facility condition and physical security monitoring.
  • Handle the required human resource functions within the branch such as benefit enrollment paperwork, time clock, absentee accountability etc.
  • Ensure that all operational functions in the bookkeeping and proof area are performed timely and completely.
  • Provide assistance on customer relations, troubleshooting and problem solving.
  • Report to Branch Executive on procedural issues in the teller and new account areas to ensure efficient and consistent workflow to centralized operations area. Report to Branch Executive on sales/service related issues.
  • Key liaison between the Lending officers and the commercial customers to facilitate the development of the deposit relationships, electronic products and any other products the customer would need.
  • Maintain a cooperative work environment within the location and between other departments. Coordinate with Branch Executive on operational processes to maintain adequate controls and quality service to customers. Encourages staff to achieve cross selling goals both insured and non-insured products
  • Hold regularly scheduled location meetings to ensure that entire staff is aware of the senior management concerns, successes, and upcoming activities. Conduct regularly scheduled meetings with direct report staff to discuss and follow up on issues, status, roadblocks, status etc.
  • Exercise management authority concerning staffing, performance appraisals, promotions, salary recommendations and corrective action. Incumbent shares responsibility for bank-wide morale and attitude, and sets the tone for teamwork and unity among locations.
  • Provide support to Chief Operations Officer on key or specific project for overall success of the branch and bank wide.
  • Ensure employees are crossed trained to handle all customer services request
  • Ensure employees have a complete understanding of products and services offered

Effectively support staff by:

  • Transmitting the Bank’s values, vision and direction
  • Respecting and using the skills, expertise, experience and insights of people
  • Providing direction and resources, removing barriers and helping develop people’s skills
  • Communicating which includes helping people transform information into knowledge and learning
  • Anticipating conflicts and facilitating a professional resolution
  • Modeling behavior; and coaching employee to succeed
  • Great cooperation with the Branch Executive and Chief Operations Officer
  • Great cooperation with Compliance and Audit officers

Back-Up Duties and Responsibilities:

  • Back-Up Teller when needed – General Teller Duties
  • Back-Up New Accounts Representative when needed
  • Answer Phones – General Customer Service Issues
  • Branch facilities coordinator along with Branch Executive
  • Balance ATM
  • Back-up Vault Teller
  • Electronic Banking knowledge of all products offered
  • Technology Contact for main location
  • Assist in other job duties throughout the bank when needed
  • All New Accounts responsibilities

Knowledge, Skills, and Abilities:

  • High school diploma or equivalent
  • Two years bank operations experience
  • Personal computer skills; Word/Excel/PowerPoint/Internet/E-mail/mobile phone
  • Good interpersonal skills and knowledge of appropriate customer service
  • Excellent verbal and written communication skills with all levels of staff, management and customers
  • Ability to handle conflict both with customers and employees in a professional manner
  • Organized and detail oriented
  • Ability to maintain confidential information
  • Valid Driver’s License and Auto Insurance as you may be required to drive between branches

Loan Officer, Southwest Austin

LocationSouthwest Austin

FULL-TIME

SUMMARY:

Responsible for proactively soliciting new consumer, real estate, and commercial loans and sell the Bank’s products to meet established loan quality and production goals.

Primary Duties and Responsibilities:

  • Generate own pipeline of loans
  • Obtain and review necessary loan documentation from borrowers and present complete packages to processing for submission into underwriting.
  • Monitor and ensure closing dates and rate lock expirations and company deadlines are met.
  • Conducts interviews with prospective borrowers in order to analyze financial and credit data, determine customer financing objectives, advice customers of product/pricing policies and guidelines, and gather any additional required information.
  • Comply with all federal and state compliance policies and adhering to HMDA requirements.
  • Review loan documents to insure completeness and accuracy in accordance with Bank policies, procedures and compliance related issues.
  • Order appraisals, credit reports, and evidence of insurance.
  • Promote business for Bank by maintaining good customer relations and by referring customers to new services.
  • Prepare various monthly reports.

Other Duties:

  • Participate in business development activities at all levels.
  • Maintain educational and professional expertise through attendance at job related seminars, conferences, and workshops and involvement in professional, civic, and community groups in leadership positions.

Knowledge, Skills, and Abilities:

  • High School degree or equivalent
  • 2 years bank lending experience
  • Residential and/or commercial underwriting experience is preferred
  • Knowledge of federal and state mortgage banking regulatory requirements
  • Personal computer skills; Word/Excel/PowerPoint/Internet/E-mail
  • Good interpersonal skills and knowledge of appropriate customer service
  • Organized and detailed oriented
  • Ability to prioritize tasks accordingly
  • Ability to maintain confidential information

Loan Officer, Steiner Ranch

LocationSteiner Ranch

FULL-TIME

SUMMARY:

Responsible for proactively soliciting new consumer, real estate, and commercial loans and sell the Bank’s products to meet established loan quality and production goals.

Primary Duties and Responsibilities:

  • Generate own pipeline of loans
  • Obtain and review necessary loan documentation from borrowers and present complete packages to processing for submission into underwriting.
  • Monitor and ensure closing dates and rate lock expirations and company deadlines are met.
  • Conducts interviews with prospective borrowers in order to analyze financial and credit data, determine customer financing objectives, advice customers of product/pricing policies and guidelines, and gather any additional required information.
  • Comply with all federal and state compliance policies and adhering to HMDA requirements.
  • Review loan documents to insure completeness and accuracy in accordance with Bank policies, procedures and compliance related issues.
  • Order appraisals, credit reports, and evidence of insurance.
  • Promote business for Bank by maintaining good customer relations and by referring customers to new services.
  • Prepare various monthly reports.

Other Duties:

  • Participate in business development activities at all levels.
  • Maintain educational and professional expertise through attendance at job related seminars, conferences, and workshops and involvement in professional, civic, and community groups in leadership positions.

Knowledge, Skills, and Abilities:

  • High School degree or equivalent
  • 2 years bank lending experience
  • Residential and/or commercial underwriting experience is preferred
  • Knowledge of federal and state mortgage banking regulatory requirements
  • Personal computer skills; Word/Excel/PowerPoint/Internet/E-mail
  • Good interpersonal skills and knowledge of appropriate customer service
  • Organized and detailed oriented
  • Ability to prioritize tasks accordingly
  • Ability to maintain confidential information

Loan Operations Processor, Calvert

LocationCalvert

Hiring Manager: Roni Nickelson

FULL-TIME

SUMMARY:

This position is responsible for performing duties related to consumer and business loan and Mortgage processing as well as consumer, commercial and real estate loan payments and credit line advances; establishing, monitoring and updating loan document files; working daily insurance and all life of loan servicing needs and monthly reports and promoting business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services.

 Essential Duties and Responsibilities:

 DAILY

  • Process construction Draws or assist Construction Team with requests to process draws
  • Set up new loan file
  • Verify adherence to Loan policy and Loan Administration procedures in daily work
  • Perform all pre-funding requirements for all loans
  • Scan loan documents and email to appropriate internal parties and/or Image and Book and set up Loans on our systems
  • Review loan documents to ensure completeness and accuracy in accordance with Bank policies, procedures and compliance related issues (to be learned over time)
  • Place documents in loan files, maintain filing in loan files as needed
  • Purge documents from loan files in accordance with Record Retention Schedule
  • Ensure that customer service inquiries are handled promptly
  • Promote business for Bank by maintaining good customer relations and by referring customers to new services
  • Assist AVP, Loan Operations Manager and Team Lead as directed in other duties as determined

WEEKLY

  • Follow up on missing, incomplete or incorrect documentation
  • Process assigned tasks as directed by AVP or Team Lead or EVP Credit Operations

 AS NEEDED

  • Access UCC searches, title work review, livestock inspections, and other due diligence as necessary by loan type
  • Perform other processing duties as needed including open title with title companies
  • Order flood determinations and mail notice (when applicable) to borrowers in accordance with bank policy
  • Work with Loan Officers for timely closing and processing of loans and funding
  • Schedule or coordinate closings with all parties

MONTHLY

  • Prepare reports to be emailed to Lori Singleton as directed and other duties assigned as special projects or cleanup on time to time basis

ANNUALLY

  • Assist in year-end record retention for loan files and loan records by boxing up previous year’s files for storage or shredding loans files per record retention requirements
  • Perform Note jacket/Collateral audit to system

Knowledge, Skills, and Abilities:

  • High School Diploma or equivalent
  • One to three years Lending/Banking/ processing experience (preferred).
  • Personal computer skills; Word/Excel/PowerPoint/Internet/E-mail
  • Good interpersonal skills and knowledge or appropriate customer service
  • Excellent verbal and written communication skills with all levels of staff, management and customers
  • Organized and detail oriented
  • Ability to maintain confidential information

Specialized Duties:  A Loan Processor 1 assists in any tasks Roni or your designate request be performed.

Personal Banker, Bee Cave

LocationBee Cave

FULL-TIME: 

Teller Functions (50%)

  1. Always maintain a neat and organized work area.  Make sure that you have ample supplies on hand and your Teller/CSR station is properly set up prior to opening for business.
  2. Count currency, coins, and checks received, by hand or using currency-counting machine.
  3. Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds.
  4. Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips.
  5. Examine checks for endorsements and to verify other information such as dates, bank names, identification of the persons receiving payments and the legality of the documents.
  6. Enter customers’ transactions into computers in order to record transactions and issue computer-generated receipts.
  7. Count and balance currency, coin, and checks in cash drawers at end of shifts, and calculate daily transactions using computers, calculators, or adding machines.
  8. Identify transaction mistakes when debits and credits do not balance when running proof.
  9. Process transactions such as term deposits, retirement savings plan contributions, automated Teller/CSR transactions, night deposits, and mail deposits.
  10. Prepare and verify cashier’s checks.
  11. Process mortgage or other loan payments, verifying payment dates and amounts due.
  12. Provide exemplary customer service via phone and in person.
  13. Resolve problems or discrepancies concerning customers’ accounts.
  14. Explain, promote, or sell other bank products or services.
  15. Assist in balancing cash vault to ensure cash balances are correct.  Count, verify, and post armored car deposits.
  16. Carry out special services for customers, such as ordering bank cards, check and internet banking products.
  17. Follow compliance reporting procedures concerning CTRs, SARs, others
  18. Assist in maintaining dual control and other bank logs such as: daily opening and closing checklist; vault access; night deposit access and content verification; mail deposits; outgoing wires; cashier’s checks; counter-checks; new account kits; key box contents; REG E debit card disputes; Teller/CSR over-short; cash transactions over $3,000; coin machine and ATM balancing; and Frost/Fed/TIB cash and coin buy/sell transactions.
  19. Willing to travel to different locations within the organization.
  20. Willing to cross sell all bank and non-banking products and services.

New Account Representative Functions (50%)

  1. Perform Teller Duties as required.
  2. Execute wire transfers.
  3. Interview customers in order to obtain information needed for opening accounts or renting safe-deposit boxes.
  4. Answer customers’ questions, and explain available services such as deposit accounts, CDs, and IRAs.
  5. Inform customers of procedures for applying for services such as Online Banking, ATM cards, direct deposit of checks, certificates of deposit and IRAs.
  6. Learn and follow CIP policy when opening new accounts.
  7. Obtain all necessary information and required documentation to open specific account type.
  8. Use computers and computer systems/programs to set up functions, enter data, or process information.
  9. Compile information about new accounts, enter account information into computers, scan and file related forms or other documents.
  10. Compile, code, categorize, calculate, tabulate, audit or verify information or data.
  11. Obtain credit records from reporting agencies.
  12. Cross-sell other value-added bank products and services.
  13. Issue initial and replacement safe deposit keys to customers and manage vault access to safety deposit boxes.
  14. Analyze information and evaluate results to choose the best solution and solve problems.
  15. Refer customers to appropriate bank personnel in order to meet their financial needs.
  16. Develop specific goals and plans to prioritize, organize, and accomplish your work.
  17. Assess the value, importance, or quality of things or people.
  18. Develop constructive and cooperative working relationships with others, and maintaining them over time.
  19. Perform day-to-day administrative tasks such as maintaining information files and processing paperwork.
  20. Monitor and review information from materials, events, or the environment, to detect or assess problems.
  21. Handle complaints, settling disputes, and resolving grievances and conflicts, or otherwise negotiating with others.
  22. Willing to travel to different locations within the organization.
  23. Willing to cross sell all bank and non-banking products and services.

Personal Banker, Harker Heights

LocationHarker Heights

FULL-TIME: 

Teller Functions (50%)

  1. Always maintain a neat and organized work area.  Make sure that you have ample supplies on hand and your Teller/CSR station is properly set up prior to opening for business.
  2. Count currency, coins, and checks received, by hand or using currency-counting machine.
  3. Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds.
  4. Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips.
  5. Examine checks for endorsements and to verify other information such as dates, bank names, identification of the persons receiving payments and the legality of the documents.
  6. Enter customers’ transactions into computers in order to record transactions and issue computer-generated receipts.
  7. Count and balance currency, coin, and checks in cash drawers at end of shifts, and calculate daily transactions using computers, calculators, or adding machines.
  8. Identify transaction mistakes when debits and credits do not balance when running proof.
  9. Process transactions such as term deposits, retirement savings plan contributions, automated Teller/CSR transactions, night deposits, and mail deposits.
  10. Prepare and verify cashier’s checks.
  11. Process mortgage or other loan payments, verifying payment dates and amounts due.
  12. Provide exemplary customer service via phone and in person.
  13. Resolve problems or discrepancies concerning customers’ accounts.
  14. Explain, promote, or sell other bank products or services.
  15. Assist in balancing cash vault to ensure cash balances are correct.  Count, verify, and post armored car deposits.
  16. Carry out special services for customers, such as ordering bank cards, check and internet banking products.
  17. Follow compliance reporting procedures concerning CTRs, SARs, others
  18. Assist in maintaining dual control and other bank logs such as: daily opening and closing checklist; vault access; night deposit access and content verification; mail deposits; outgoing wires; cashier’s checks; counter-checks; new account kits; key box contents; REG E debit card disputes; Teller/CSR over-short; cash transactions over $3,000; coin machine and ATM balancing; and Frost/Fed/TIB cash and coin buy/sell transactions.
  19. Willing to travel to different locations within the organization.
  20. Willing to cross sell all bank and non-banking products and services.

New Account Representative Functions (50%)

  1. Perform Teller Duties as required.
  2. Execute wire transfers.
  3. Interview customers in order to obtain information needed for opening accounts or renting safe-deposit boxes.
  4. Answer customers’ questions, and explain available services such as deposit accounts, CDs, and IRAs.
  5. Inform customers of procedures for applying for services such as Online Banking, ATM cards, direct deposit of checks, certificates of deposit and IRAs.
  6. Learn and follow CIP policy when opening new accounts.
  7. Obtain all necessary information and required documentation to open specific account type.
  8. Use computers and computer systems/programs to set up functions, enter data, or process information.
  9. Compile information about new accounts, enter account information into computers, scan and file related forms or other documents.
  10. Compile, code, categorize, calculate, tabulate, audit or verify information or data.
  11. Obtain credit records from reporting agencies.
  12. Cross-sell other value-added bank products and services.
  13. Issue initial and replacement safe deposit keys to customers and manage vault access to safety deposit boxes.
  14. Analyze information and evaluate results to choose the best solution and solve problems.
  15. Refer customers to appropriate bank personnel in order to meet their financial needs.
  16. Develop specific goals and plans to prioritize, organize, and accomplish your work.
  17. Assess the value, importance, or quality of things or people.
  18. Develop constructive and cooperative working relationships with others, and maintaining them over time.
  19. Perform day-to-day administrative tasks such as maintaining information files and processing paperwork.
  20. Monitor and review information from materials, events, or the environment, to detect or assess problems.
  21. Handle complaints, settling disputes, and resolving grievances and conflicts, or otherwise negotiating with others.
  22. Willing to travel to different locations within the organization.
  23. Willing to cross sell all bank and non-banking products and services.

Personal Banker, Southwest Austin

LocationSouthwest Austin

FULL-TIME: 

Teller Functions (50%)

  1. Always maintain a neat and organized work area.  Make sure that you have ample supplies on hand and your Teller/CSR station is properly set up prior to opening for business.
  2. Count currency, coins, and checks received, by hand or using currency-counting machine.
  3. Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds.
  4. Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips.
  5. Examine checks for endorsements and to verify other information such as dates, bank names, identification of the persons receiving payments and the legality of the documents.
  6. Enter customers’ transactions into computers in order to record transactions and issue computer-generated receipts.
  7. Count and balance currency, coin, and checks in cash drawers at end of shifts, and calculate daily transactions using computers, calculators, or adding machines.
  8. Identify transaction mistakes when debits and credits do not balance when running proof.
  9. Process transactions such as term deposits, retirement savings plan contributions, automated Teller/CSR transactions, night deposits, and mail deposits.
  10. Prepare and verify cashier’s checks.
  11. Process mortgage or other loan payments, verifying payment dates and amounts due.
  12. Provide exemplary customer service via phone and in person.
  13. Resolve problems or discrepancies concerning customers’ accounts.
  14. Explain, promote, or sell other bank products or services.
  15. Assist in balancing cash vault to ensure cash balances are correct.  Count, verify, and post armored car deposits.
  16. Carry out special services for customers, such as ordering bank cards, check and internet banking products.
  17. Follow compliance reporting procedures concerning CTRs, SARs, others
  18. Assist in maintaining dual control and other bank logs such as: daily opening and closing checklist; vault access; night deposit access and content verification; mail deposits; outgoing wires; cashier’s checks; counter-checks; new account kits; key box contents; REG E debit card disputes; Teller/CSR over-short; cash transactions over $3,000; coin machine and ATM balancing; and Frost/Fed/TIB cash and coin buy/sell transactions.
  19. Willing to travel to different locations within the organization.
  20. Willing to cross sell all bank and non-banking products and services.

New Account Representative Functions (50%)

  1. Perform Teller Duties as required.
  2. Execute wire transfers.
  3. Interview customers in order to obtain information needed for opening accounts or renting safe-deposit boxes.
  4. Answer customers’ questions, and explain available services such as deposit accounts, CDs, and IRAs.
  5. Inform customers of procedures for applying for services such as Online Banking, ATM cards, direct deposit of checks, certificates of deposit and IRAs.
  6. Learn and follow CIP policy when opening new accounts.
  7. Obtain all necessary information and required documentation to open specific account type.
  8. Use computers and computer systems/programs to set up functions, enter data, or process information.
  9. Compile information about new accounts, enter account information into computers, scan and file related forms or other documents.
  10. Compile, code, categorize, calculate, tabulate, audit or verify information or data.
  11. Obtain credit records from reporting agencies.
  12. Cross-sell other value-added bank products and services.
  13. Issue initial and replacement safe deposit keys to customers and manage vault access to safety deposit boxes.
  14. Analyze information and evaluate results to choose the best solution and solve problems.
  15. Refer customers to appropriate bank personnel in order to meet their financial needs.
  16. Develop specific goals and plans to prioritize, organize, and accomplish your work.
  17. Assess the value, importance, or quality of things or people.
  18. Develop constructive and cooperative working relationships with others, and maintaining them over time.
  19. Perform day-to-day administrative tasks such as maintaining information files and processing paperwork.
  20. Monitor and review information from materials, events, or the environment, to detect or assess problems.
  21. Handle complaints, settling disputes, and resolving grievances and conflicts, or otherwise negotiating with others.
  22. Willing to travel to different locations within the organization.
  23. Willing to cross sell all bank and non-banking products and services.

Portfolio Manager, Southwest Austin

LocationSouthwest Austin

FULL-TIME: 

Responsible for providing support to assigned Loan Officers, assisting with the preparation of Loan Approval Memorandum, loan closings backup and post-closing loan servicing and back up loan set up as needed.

Knowledge, Skills, and Abilities:

  • High School Diploma or equivalent
  • Two to three years Lending/Banking experience
  • Personal computer skills; Word/Excel/PowerPoint/Internet/Outlook
  • Good interpersonal skills and knowledge or appropriate customer service
  • Excellent verbal and written communication skills with all levels of staff, management, and customers
  • Organized and detail oriented and motivated self-starter
  • Ability to maintain confidential information

 Essential Duties and Responsibilities:

  • Assist Loan Officers with underwriting & closing loans to include preparing LAM’s and other documents for Loan Approvals, and follow up with clients to collect missing or needed documentation for loan files
  • Assist Loan Officer with existing and new client relationships in any way that is needed
  • Assist branch lending team (consumer & commercial) in a back-up support capacity as needed

DAILY

Assist Branch Manager as needed and other Loan Officers as directed by Branch Manager or Commercial Loan Closing Manager in loan closing, funding, customer service, or other duties as requested.  These duties could include but are not limited to the following:

  • Set up new loan file and assist assigned Loan Officers with gathering all documents needed to for loan approvals, LAM preparation & monitoring file/relationship through closing
  • Review loans in process files to ensure completeness and accuracy in accordance with Bank policies, procedures, and compliance related issues
  • Maintain organized Work Flow Files and assist closing with pre-funding review of loan file to ensure documents are ready for execution and that all conditions/exception items have been resolved
  • Provide customer service to clients and respond to all customer inquiries regarding loan status, payments, etc.
  • Promote business for Bank by maintaining good customer relations and by referring customers to new services

WEEKLY

  • Follow up with new or existing loan clients on missing, incomplete, or incorrect documentation
  • Review tickler and exception reports on past due and maturing loans, and collect required financial reports, insurance, property tax receipts, etc.
  • Submit pipeline reporting on status of all active files

AS NEEDED

  • Process advances on lines of credits and commercial and residential real estate construction and collect all necessary lien waivers, draw documents, invoices, and other supporting documents
  • Order credit reports online as needed and prepare Notice to borrowers in compliance with Bank’s RBPN Policy and Procedures
  • Perform all pre-funding requirements and send to appropriate staff for approval prior to closing
  • Perform other real estate processing duties as needed including ordering appraisals, environmental reports, and opening title with title companies
  • Order flood determinations and mail notice (as applicable) to borrowers in accordance with bank policy
  • UCC searches with Secretary of State in accordance with bank policy before closing/funding loan
  • Order, review, and analyze collateral and entity related documents and highlight all exceptions to be cleared prior to closing

Job Complexity

Ability to define problems, collect data, establish facts, and identify solutions.  Ability to interpret loan policy & regulatory requirements and make operating decisions that enforce compliance.

SouthStar Bank is always looking for talented individuals to join our team.  Email your resume to our HR department.

SouthStar Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability, sexual orientation, gender identity, or any other protected status.