Jobs at Southside Bank

Assists with internal audits, SOX testing, risk assessments, control evaluations, workpaper preparation, and audit reporting. The role supports annual integrated audits with external auditors and consultants, reviews financial and operational controls for compliance, documents findings, and recommends improvements. It also requires maintaining confidentiality, complying with banking regulations including BSA and AML requirements, and pursuing professional development.

Supports third-party vendor management and contract administration through document preparation, contract tracking, records maintenance, correspondence, data entry, scheduling, and customer service. Assists with contract analysis, risk identification, issue resolution, and coordination with business units to ensure contract fulfillment. Performs administrative and confidential office duties while complying with bank policies, legal requirements, audit procedures, and information security standards.

Promotes and sells non-deposit investment products and services, develops customer relationships, interviews clients to understand financial goals, opens and maintains investment accounts, processes new business, supports branch operations, and ensures compliance with securities, banking, and regulatory requirements. Requires Series 7 and 66 licenses, banking sales experience, strong analytical and interpersonal skills, and the ability to manage multiple priorities.

Supports commercial lending through customer prospecting, relationship management, credit analysis, portfolio maintenance, covenant monitoring, loan funding, credit structuring, and term-sheet development. Participates in sales calls, loan committee activities, networking, compliance, recruiting, and customer service. Maintains commercial real estate, investment, and working-capital lending portfolios while following banking regulations, audit procedures, confidentiality requirements, and information-security policies.

Promotes and sells non-deposit investment products and services, develops customer relationships, gathers financial information, supports investment strategies, opens and maintains accounts, processes new business, ensures regulatory compliance, and provides customer service. The role also cross-sells banking products, conducts presentations and outreach, maintains records, supports branch operations, and participates in ongoing investment education.

Supports Commercial Relationship Managers with commercial real estate loan preparation, closing documentation, customer draw requests, loan portfolio administration, past-due and maturing loans, collateral exceptions, financial reporting, and commercial deposit accounts. Facilitates customer transactions, responds to service requests, maintains confidential bank information, and ensures compliance with audit procedures, banking regulations, BSA, anti-money-laundering requirements, and information security policies.

Assists with financial, IT, operational, and SOX audits; evaluates internal controls, documents business processes, performs risk assessments, tests application controls, and communicates findings. Supports external auditors and prepares audit reports for management and the Audit Committee. The role requires maintaining confidentiality, complying with banking regulations, and pursuing professional development.

Manages commercial lending activities, develops new business relationships, and maintains existing commercial customers. Responsibilities include commercial real estate, investment, working capital, consumer, and mortgage lending; loan and deposit approvals; product marketing; credit and underwriting analysis; regulatory compliance; community networking; committee participation; and supervision of support staff. The role also represents the bank publicly, builds customer relationships, and supports organizational goals.