JOB CLASSIFICATION

Full / Part-time: Full Time

Hours Per Week: 40

Location: 45 NE Loop 410, Suite 500, San Antonio, Texas 78216

JOB SUMMARY

The Premier Bank Support Specialist reports directly to the Premier Banking Director. The Premier Bank Support Specialist will assist in the leadership responsibilities for the department by fostering a work environment that attracts, develops, recognizes and retains employees who demonstrate a commitment to our core values. Secondly, by building long term relationships with our customers by providing superior value and integrity and personalized service. Third, contribute to the growth and development of our communities through investment and involvement. In doing so, optimizing the shareholder’s long-term value.

The Support Specialist focuses directly on servicing requests from Premier Banking Relationship Managers in the region. The job summary includes, but is not limited to opening deposit accounts, handling customer inquiries in person or by phone, explaining the institutions products and service to people, referring customers to the appropriate personnel in lending or other area of the bank, taking and confirming wire transfer requests, submitting payments to third parties as requested by customers, and striving to retain present customers by interacting and developing a continuous professional banking relationship, ensuring that their financial needs are met and that their experience flawless.

ESSENTIAL DUTIES

The duties listed below may not include all responsibilities that the person in this role may be asked to perform. Incumbent may be required to perform other related duties as assigned.

1. Travel within the operating region to meet with customers to provide a concierge level of service

2. Cover all inquiries, requests and visits when the Premier Banking Relationship Managers are on travel or on PTO

3. Opens new accounts including but not limited to checking, savings, and certificates of deposits, money markets, safe deposits boxes, and IRAs.

4. Collects or completes all required documentation for accounts to comply with all regulatory requirements and bank policies.

5. Conducts all required credit and banking history required inquiries prior to opening accounts.

6. Ensures completion of new account opening in a timely and courteous manner.

7. Performs required maintenance on customer accounts.

8. Submits New Account files to quality control in a timely manner.

9. Responds to customer inquiries regarding their account or company products/services in a professional and courteous manner.

10. Closing of all account’s types.

11. Prepares Debit Card applications; assist foreign customers with activation, cancelling or limit increases. Customers with foreign addresses for security issues they are mailed to bank. Executive Desk Associates are responsible to put an addendum on DDA account that it has been received and logged into the “Debit Card” binder and put away in safekeeping until customer comes to pick up at the dept. In addition, make sure to notify responsible department to remove addendum once debit cards are picked up.

12. Sets up check orders on system— for customers with foreign addresses for security issues they are mailed to the bank. Executive Desk Associates are responsible for putting addendum on the DDA accounts, logging into the “Checks Binder” and put in safekeeping until customer comes in to pick up at the dept. In addition, make sure to notify responsible department to remove addendum once checks are picked up.

13. Incoming calls: Assists customers by phone with any needs or concerns they might have.

14. Wire transfer: takes care of initiating Domestic, International, Peso and Banorte wire transfers. Confirms and verifies received emails with authorized signer on the accounts, verify signature on request is legit and review if funds are available.

15. Assist foreign customers with sending payment by preapproved checks to third party merchants (utility bills, credit card payments, etc.).

16. Monitors their own tickler list— quickly clears any error or exceptions (ticklers) identified within the work performed.

17. Maintains working knowledge of all bank products and/or services.

18. Assures compliance with all policies and procedures, as well as all applicable state and federal banking regulations, which include BSA, CIP, and OFAC requirements as they apply to this particular job title/position.

19. Will assist with ODD/EDD’s or KYC requests from the BSA Department.

20. Assist in training new personnel to get acquainted with department.

21. Performs other duties as assigned by Premier Banking Relationship Manager.

These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.

• 5 years relative experience on banking preferred
• College degree preferred in the fields of Business Finance or Accounting but not necessary
• Excellent customer service skills.
• Must be able to work in a fast-paced environment and have an ability to independently prioritize customer requests
• Excellent verbal and written communication skills.
• Strong organizational skills; able to manage priorities and workflow.
• Ability to work independently and as a team member.
• Must be able to speak, read, write and understand the primary language(s) used in the workplace.
• Bilingual skills a must.
• Acute attention to detail.
• Versatility, flexibility and a willingness to work within constantly changing priorities with enthusiasm.
• Experience in multiple products
• Leveraging in CRM

EOE/M/F/D/V