Executive Assistant & Relationship Manager

Lone Star National Bank•McAllen, TX

18h•Onsite

About The Position

Assists the President in daily activities related to the Bank, other business activities, and civic and charitable events. Serves as the liaison between senior management and employees, and as a liaison to the Board of Directors and Executive Management. Provides a welcoming environment and communicates effectively and professionally with customers and other members of the team in person and by telephone. Maintains a deposit and loan portfolio— opens new consumer and business accounts and processes consumer and commercial loans as needed. Performs various account maintenance and provides resolution to customer requests. May solicit or take residential mortgage loan applications; may offer or negotiate the terms of residential mortgage loan applications. Coordinates logistics, scheduling, and venue arrangements for annual Board and Advisory Board meetings. Coordinates logistics and scheduling for the pickup and delivery of Christmas gifts to customers and bank officers. Manages the receipt and response process for employee suggestions. Provides world-class customer service and creates a positive banking experience. Participates in job-specific training and other various Bank training programs, as necessary. Maintains current knowledge of internal risk controls and loss prevention, including reporting of suspicious or unusual customer activity per Bank policy. Maintains current knowledge and complies with all federal and state laws and regulations and all established Bank policies and procedures, including internal audit controls related to department operations. Maintains current knowledge of all rules, regulations, and laws as they apply to BSA/OFAC/USA Patriot Act/CIP/AML.

Requirements

A self-starting individual who possesses a High School Diploma or G.E.D. (college level courses related to banking or finance are preferred)
Must have vocational training in secretarial skills
Must have a minimum of five years’ experience in banking reporting to a senior executive
Must have a minimum of five years’ experience managing a deposit and loan portfolio
Strong knowledge of the bank’s products and services
Thorough knowledge of the Bank’s organizational structure and familiarity with the Bank President’s other business activities are required
Must possess excellent secretarial skills to include typewriter, 10 key calculator, Dictaphone and shorthand
Working knowledge of Microsoft Word, Excel, Outlook, and Internet programs is required
Good interpersonal and communication skills are necessary for maintaining effective relationships with Board members, officers, employees, and members of the business and civic community
Flexibility, professionalism, ability to work in a highly stressful environment, and perform a variety of tasks with numerous interruptions is essential
Attention to detail and a high degree of mental concentration are required, as well as the ability to change quickly from one task to another
Maintain confidential and sensitive information

Nice To Haves

college level courses related to banking or finance are preferred
Bilingual in English and Spanish is desired

Responsibilities

Assists the President in daily activities related to the Bank, other business activities, and civic and charitable events.
Serves as the liaison between senior management and employees.
Serves as a liaison to the Board of Directors and Executive Management.
Provides a welcoming environment and communicates effectively and professionally with customers and other members of the team in person and by telephone.
Maintains a deposit and loan portfolio— opens new consumer and business accounts and processes consumer and commercial loans as needed.
Performs various account maintenance and provides resolution to customer requests.
May solicit or take residential mortgage loan applications; may offer or negotiate the terms of residential mortgage loan applications.
Coordinates logistics, scheduling, and venue arrangements for annual Board and Advisory Board meetings held in Las Vegas.
Coordinates logistics and scheduling for the pickup and delivery of Christmas gifts to customers and bank officers.
Manages the receipt and response process for employee suggestions.
Provides world-class customer service and creates a positive banking experience.
Participates in job specific training and other various Bank training programs, as necessary.
Maintains current knowledge of internal risk controls and loss prevention, including reporting of suspicious or unusual customer activity per Bank policy.
Maintains current knowledge and complies with all federal and state laws and regulations and all established Bank policies and procedures, including internal audit controls related to department operations.
Maintains current knowledge of all rules, regulations, and laws as they apply to BSA/OFAC/USA Patriot Act/CIP/AML.