Southside Bank · 19 hours ago
Relationship Support Specialist II
Austin, TX, US
Full-time
Onsite
Mid, Senior Level
5+ years expSouthside Bank is a financial institution seeking a Relationship Support Specialist II to perform detailed administrative services for Commercial Relationship Managers. The role involves supporting the growth of the loan and depository portfolio by assisting with document preparation, managing loan portfolios, and ensuring compliance with policies and regulations.
BankingFinanceFinancial Services
Responsibilities
Assists Commercial Relationship Managers in the gathering and preparation of pre-closing documents and other communications necessary to compile and submit a commercial real estate loan package to the Closing Department Team
Works with the Commercial Relationship Manager and Commercial Real Estate Closing Department Team in the markets making up the Metro regions for new and renewing commercial real estate loan requests
Accepts and forwards draw requests from customers to the Commercial Funding Department
Assists Commercial Relationship Managers in managing past due and maturing loans
Actively manages the Commercial Relationship Manager’s loan portfolio to ensure collateral exceptions are cleared and financial reporting requirements of commercial relationships are met
Supports Commercial Relationship Managers with loan and deposit accounts for commercial relationships
Prepares and facilitates customer transactions and assists with service requests from customers
Performs administrative tasks for Commercial Relationship Manager, as assigned
Provides exceptional service to internal and external customers
Maintains confidentiality of all sensitive Bank information
Maintains a positive and caring atmosphere for customers and employees consistent with Southside Bank’s mission, CORE Values, and Blue Book culture guide
Participates in proactive team efforts to achieve departmental and company goals
Understands and agrees to abide by the policies and procedures established at Southside Bank
Responsible for complying with audit policies and procedures as they pertain to this position
Performs duties in compliance with applicable laws and regulations, including but not limited to the Bank Secrecy Act (BSA) and related anti-money laundering laws, and in accordance with the Bank’s Information Security Program
Operates within division or department policy guidelines using independent judgment in achieving assigned objectives
Complies with all safety policies, practices, and procedures. Report all unsafe activities to supervisor and/or Human Resources
Performs additional duties as assigned or directed
Qualification
Required
High School diploma or general education degree (GED)
Five to eight years' related experience in a similar or equivalent role required
Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or governmental regulations
Ability to write information and respond to questions from groups of managers, clients, customers, and the general public
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume
Ability to apply concepts of basic algebra and geometry
Ability to apply common sense understanding to carry out instructions furnished in written, oral or diagram form
Ability to deal with problems involving several concrete variables in standardized situations
Proficient personal computer skills including electronic mail, record-keeping, routine database activity, word processing, spreadsheet, graphics, etc
Prioritize, organize, and delegate assignments
Manual dexterity sufficient to reach/handle items and work with fingers
Must be able to remain in a stationary position 90% of the time
The person in this position needs to occasionally move about inside the office to visit other offices, conference rooms, office machinery, etc
Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and telephone
Constantly positions self to operate on a computer
The person in this position frequently communicates with other people throughout each day
Must be able to exchange accurate information when conversing
Benefits
Medical, Prescription Drugs, Dental, and Vision Insurance
Insurance Eligibility for Team Members and Dependents Starting on the First Day of Employment
401(k) with a Match
Basic, Voluntary, and Dependent Life Insurance
Paid Time Off
Paid Bank Holidays
Workplace Wellness Programs
Employee Assistance Programs
Tuition Reimbursement
Company
Southside Bank
Southside Bancshares is a banking company that specializes in personal banking, business banking, mortgage, and equity lending.
501-1000 employees
Funding
Current Stage
Public CompanyTotal Funding
$100M2020-11-18Post Ipo Debt· $100M
1998-05-20IPO
Leadership Team
Keith Donahoe
Chief Executive Officer
Recent News
2026-01-16
Southside Bancshares, Inc.
2025-11-07
Southside Bancshares, Inc.
2025-10-24
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