Executive Assistant & Relationship Manager

LONE STAR NATIONAL BANK; McAllen (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Lone Star National Bank seeks an experienced Executive Assistant to support the Bank President with daily activities, communications, and coordination of senior management. You will manage deposits, loan processing, and customer inquiries, while maintaining strict confidentiality.

Responsibilities include serving as liaison to the Board of Directors, arranging Board meetings (Las Vegas), coordinating communications, and ensuring compliance with bank policies and regulatory requirements.

Qualifications

• Must have at least five years of banking experience reporting to a senior executive.
• Strong secretarial and administrative skills.
• Excellent communication with Board and officers.
• Bilingual in English and Spanish desired.
• Knowledge of BSA/OFAC/CIP/Patriot Act and internal controls.

Responsibilities

• Assist the President with daily activities and bank-related tasks.
• Serve as liaison between senior management, employees, and the Board.
• Maintain deposits and loan portfolio; open accounts and process loans.
• Provide world-class customer service and respond to customer requests.
• Coordinate logistics for Board meetings (Las Vegas).
• Coordinate Christmas gift pickup/delivery for customers and bank officers.
• Maintain confidential and sensitive information and ensure regulatory compliance.

Skills

Secretarial skills

Executive support

Bilingual English/Spanish

Microsoft Office

Communication skills

Interpersonal skills

Time management

Scheduling

Attention to detail

Education

High School Diploma or GED

Banking/finance coursework preferred

Tools

Microsoft Word

Microsoft Excel

Outlook

Dictaphone

Job description

Assists the President in daily activities related to the Bank, other business activities, and civic and charitable eventsServes as the liaison between senior management and employeesServes as a liaison to the Board of Directors and Executive ManagementProvides a welcoming environment and communicates effectively and professionally with customers and other members of the team in person and by telephoneMaintains a deposit and loan portfolio— opens new consumer and business accounts and processes consumer and commercial loans as neededPerforms various account maintenance and provides resolution to customer requestsMay solicit or take residential mortgage loan applications; may offer or negotiate the terms of residential mortgage loan applicationsCoordinates 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 experienceParticipates in job specific training and other various Bank training programs, as necessaryMaintains current knowledge of internal risk controls and loss prevention, including reporting of suspicious or unusual customer activity per Bank policyMaintains 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 operationsMaintains current knowledge of all rules, regulations, and laws as they apply to BSA/OFAC/USA Patriot Act/CIP/AMLA 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 skillsMust have a minimum of five years’ experience in banking reporting to a senior executiveMust have a minimum of five years’ experience managing a deposit and loan portfolioStrong knowledge of the bank’s products and servicesThorough knowledge of the Bank’s organizational structure and familiarity with the Bank President’s other business activities are requiredMust possess excellent secretarial skills to include typewriter, 10 key calculator, Dictaphone and shorthandWorking knowledge of Microsoft Word, Excel, Outlook, and Internet programs is requiredGood interpersonal and communication skills are necessary for maintaining effective relationships with Board members, officers, employees, and members of the business and civic communityFlexibility, professionalism, ability to work in a highly stressful environment, and perform a variety of tasks with numerous interruptions is essentialAttention to detail and a high degree of mental concentration are required, as well as the ability to change quickly from one task to anotherMaintain confidential and sensitive informationBilingual in English and Spanish is desired