Banking Admin Assistant - Client Onboarding & CRM

Lone Star National Bank; McAllen (TX); On-site; USD 37,000 - 54,000; Full time

Job summary

Lone Star National Bank is seeking an Administrative Assistant to support Financial Consultants in daily clerical tasks and client interactions. You will assist with opening accounts, inquiries, and customer service while coordinating trades and reporting.

The role requires bilingual English/Spanish skills, licensing (Series 6/7 and 63), and strong MS Office proficiency. Strong communication, organization and teamwork are essential in a fast-paced banking environment.

Qualifications

• High School Diploma or GED; Bachelor’s degree in Finance preferred.
• At least 12 months of similar or related experience.
• Series 6 or Series 7 license and a Series 63 license (maintain in good standing).
• Bilingual in English and Spanish.
• Typing 45 wpm and 10-key calculator proficiency.
• Proficiency with Microsoft Word, PowerPoint and Excel.
• Excellent organizational, interpersonal, communication and customer relations.
• Ability to concentrate, work at a computer for long periods and multitask.

Responsibilities

• Provide administrative support to Lone Star National Bank Financial Consultants.
• Assist clients with opening new accounts and handling inquiries.
• Facilitate trades and portfolio changes as needed.
• Prepare and distribute departmental reports and correspondence.
• Maintain client files and CRM records.
• Perform CRM activities including soliciting new clients.
• Prepare and distribute sales analytics and related reports.
• Answer phones and maintain knowledge of the phone system.
• Monitor documentation and compliance exceptions.
• Coordinate meetings, schedules and travel for the department.
• Participate in training and bank programs; stay updated on policies.
• Adhere to risk controls and loss prevention measures.

Skills

Bilingual EN/ES

Typing 45 wpm

10-key calculator

Telephone handling

Microsoft Word

PowerPoint

Excel

Strong communication

Customer service

Team player

Education

High School Diploma or GED

Bachelor’s degree in Finance (preferred)

Tools

Microsoft Word

PowerPoint

Excel

Job description

Lone Star National Bank is seeking an Administrative Assistant to support Financial Consultants in daily clerical tasks and client interactions. You will assist with opening accounts, inquiries, and customer service while coordinating trades and reporting.

The role requires bilingual English/Spanish skills, licensing (Series 6/7 and 63), and strong MS Office proficiency. Strong communication, organization and teamwork are essential in a fast-paced banking environment.