The Role
Supports the Bank President with daily administrative activities, executive and board liaison responsibilities, scheduling, events, and confidential information. Manages deposit and loan portfolios, opens accounts, processes loans, handles account maintenance, and resolves customer requests. Coordinates meetings and deliveries, manages employee suggestions, provides customer service, and complies with banking regulations, risk controls, BSA, OFAC, CIP, and AML requirements.
Summary Generated by Built In
- 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
- 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
- Bilingual in English and Spanish is desired
Skills Required
- High school diploma or GED
- College-level banking or finance coursework
- Vocational training in secretarial skills
- Minimum five years of experience in banking while reporting to a senior executive
- Minimum five years of experience managing a deposit and loan portfolio
- Strong knowledge of bank products and services
- Knowledge of the bank's organizational structure and the President's other business activities
- Excellent secretarial skills, including typewriter, 10-key calculator, Dictaphone, and shorthand
- Working knowledge of Microsoft Word, Excel, Outlook, and Internet programs
- Excellent interpersonal and communication skills
- Flexibility and professionalism in a stressful, interruption-heavy environment
- Strong attention to detail and mental concentration
- Ability to maintain confidential and sensitive information
- Bilingual English and Spanish language skills
Am I A Good Fit?
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.
Success! Refresh the page to see how your skills align with this role.
The Company
What We Do
Lone Star National Bank is a full-service independent community bank providing retail and business banking services across the Rio Grande Valley and San Antonio, Texas. Founded in 1983, its mission is to be a respected leader in financial services, committed to building customer relationships and helping the south Texas community prosper financially through an array of financial products and services.
