Community Banking Performance Administrator

About the role

The Community Banking Performance Administrator provides administrative and analytical support to the Director of Community Banking. This role assists with day‑to‑day department administration, gathers and analyzes data to support leadership decision‑making, and prepares presentations and reports as needed.

Responsibilities

• Assist the Director with day‑to‑day administration of the department, ensuring tasks align with department and company strategy.
• Gather, compile, and analyze performance data to support the Director’s decision‑making.
• Prepare reports, dashboards, and presentations for the Director and other stakeholders.
• Administer and support the bank’s Client Experience (CX) platform.
• Administer the employee recognition platform and Community Banking Employee Recognition Program.
• Serve as primary liaison for VISA and assist with the quarterly VISA audit.
• Co‑administer the Credit Card Program and support its day‑to‑day operations.
• Provide administrator support for the Customer Rewards Program (LSNB Rewards).
• Assist the CRM Administrator with responsibilities, reporting, and staff support.
• Administer the employee referral incentive program.
• Provide administrative guidance and support to community banking staff and other departments as needed.
• Assist and collaborate on marketing collateral, community outreach, customer marketing campaigns, and events.
• Liaise with the Training Department to support development of training materials related to community banking best practices.
• Coordinate recurring meetings, compile presentations for all divisions, create presentation content for Community Banking, and support senior management with presentation slides.
• Coordinate Monday Morning Calls and other bank‑wide Community Banking communications.
• Prepare and manage internal communications for Community Banking employees and applicable bank‑wide communications from the Community Banking Division and Credit Card Department.
• Coordinate community banking employee recognition events, managing event budgets.
• Maintain employee intranet tools, resources, and communications for the Community Banking division.
• Assist in maintaining and updating community banking reporting policies and procedures; maintain high quality, accuracy, and consistency on performance reporting.
• Maintain existing performance reports and assist in designing new reports as needed.
• Participate in evaluation and selection of tools and platforms to improve reporting and data management.
• Track referral quality and closing ratios, maintaining communication with partners to identify process improvements.
• Gather and assess client and sales trends, client experience feedback, and market data, consolidating findings into recommendations for the Director.
• Analyze client experience feedback to identify efficiencies in the customer journey and opportunities to increase satisfaction.
• Assist with maintaining functional areas of data management, forecasting, contacts, leads, opportunities, dashboards, and reports.
• Interpret trends and performance data, providing input to identify efficiencies and understand process bottlenecks throughout the sales lifecycle.
• Continue efforts to create administrative and reporting efficiencies within the department.
• Comply with all federal and state laws and regulations, and all established bank policies and procedures.
• Maintain current knowledge of rules, regulations, and laws as they apply to BSA/OFAC/USA Patriot Act/CIP/AML.

Qualifications

• Bachelor’s degree from an accredited college or university in business or a related field.
• At least 7 years of banking experience in operations or retail.
• Strong sales aptitude, flexibility, professionalism, and ability to work in a fast‑paced environment with frequent interruptions.
• Strong multitasking and organizational skills with attention to detail and high mental concentration.
• Good organizational, interpersonal, and communication skills.
• Ability to work a flexible schedule (Monday‑Saturday) and travel to branch locations as needed.
• Bilingual in English and Spanish (desired).

Schedule

Flexible work schedule (Monday – Saturday).

Organization

Reports to the Director of Community Banking. This position does not oversee other positions.

Training Requirements

All employees must attend scheduled mandatory trainings and complete online regulatory compliance training courses applicable to their specific job function. Failure to comply may result in disciplinary action, including probation or termination.

Community Involvement

Lone Star National Bank’s mission includes a commitment to helping communities grow by serving them with pride and integrity. Employees are encouraged to volunteer for bank‑sponsored activities, civic, charitable, and community events, and to be active in the communities we serve.

Attendance

Punctuality and regular attendance are essential. Employees are expected to be at their workstation ready for work at the start of each workday, remain there except during authorized breaks, take only the time normally allowed for breaks, and notify a supervisor of any absence or tardiness. Alternate work arrangements such as telecommuting or working from home are not permitted.