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Reposted 6 Days AgoSaved
In-Office
San Antonio, TX, USA
Mid level
Mid level
Fintech
Provide regulatory and compliance guidance for lending lines of business, assess and mitigate compliance risks (Reg Z, Reg B, UDAAP, HMDA), support regulatory change implementation, maintain compliance policies and records, assist with reporting and examinations, and deliver training to ensure lending products and processes meet legal requirements.
7 Days AgoSaved
In-Office
San Antonio, TX, USA
Mid level
Mid level
Fintech
Support producers and account managers by preparing insurance proposals, assisting client appointments and renewals, building product knowledge through training, and working toward required insurance licenses while delivering strong customer service and relationship management.
Top Skills: MS Office
7 Days AgoSaved
In-Office
Austin, TX, USA
Entry level
Entry level
Fintech
Join Frost as an Associate Relationship Manager I to build and manage small-business customer relationships. Complete formal credit training, analyze financials, prepare loan packages, support loan commitments, meet sales goals, process referrals, and maintain product knowledge while reporting activity and supporting assigned financial centers.
Top Skills: MS Office
7 Days AgoSaved
In-Office
San Antonio, TX, USA
Entry level
Entry level
Fintech
Build and maintain commercial customer relationships through training and mentoring; analyze financials and develop loan packages; support loan commitments and account openings; meet sales goals, process product referrals, and stay current on bank products.
Top Skills: MS Office
7 Days AgoSaved
In-Office
McAllen, TX, USA
Entry level
Entry level
Fintech
Build and manage long-term client relationships through training, credit analysis, loan package development, sales goal attainment, and support for small business products and account onboarding. Provide accurate loan commitment administration and promote bank products while reporting activity to sales leadership.
Top Skills: MS Office
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7 Days AgoSaved
In-Office
Dallas, TX, USA
Mid level
Mid level
Fintech
Support producers and account managers by learning insurance products, preparing and presenting proposals, assisting client appointments and renewals, surveying client needs, collecting renewal information, and working toward required insurance licenses while providing excellent customer service.
Top Skills: MS Office
7 Days AgoSaved
In-Office
Victoria, TX, USA
Entry level
Entry level
Fintech
Support commercial banking relationship management by developing loan packages, analyzing credit, managing loan commitments, meeting sales goals, processing referrals, and maintaining client portfolios. Complete formal credit training (FSU), report activity, and stay current on bank products while delivering high-quality customer service.
Top Skills: Microsoft Applications
7 Days AgoSaved
In-Office
Corpus Christi, TX, USA
Entry level
Entry level
Fintech
Build and manage long-term commercial banking relationships. Complete formal credit training, develop loan packages, support loan commitments, meet sales goals, process referrals, and maintain product knowledge.
Top Skills: MS Office
8 Days AgoSaved
In-Office
Fort Worth, TX, USA
Junior
Junior
Fintech
Serve as primary client contact for Frost Wealth Advisors: open and maintain trust accounts, process contributions/distributions/transfers, reconcile accounts, escalate complex issues, prepare daily account reports from multiple systems, perform regulatory account reviews, coordinate across teams, and provide superior written and verbal customer service.
Top Skills: ExcelMS OfficeMicrosoft OutlookMicrosoft Word
Reposted 8 Days AgoSaved
In-Office
Plano, TX, USA
Senior level
Senior level
Fintech
The Relationship Manager III builds and maintains relationships with commercial customers, manages loan portfolios, and trains junior staff, focusing on trust and service excellence.
Top Skills: Microsoft Applications
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