Relationship Support Specialist III

About the role

To perform detailed administrative services for Commercial Relationship Managers to support growth of the loan and depository portfolio.

Essential Functions

• Assist Commercial Relationship Managers in gathering and preparing pre‑closing documents and other communications necessary to compile and submit a commercial real‑estate loan package to the Closing Department Team.
• Work with the Commercial Relationship Manager and Commercial Real Estate Closing Department Team in the Metro regions for new and renewing commercial real‑estate loan requests.
• Accept and forward draw requests from customers to the Commercial Funding Department.
• Assist Commercial Relationship Managers in managing past‑due and maturing loans.
• Actively manage the Commercial Relationship Manager’s loan portfolio to ensure collateral exceptions are cleared and financial reporting requirements are met.
• Support Commercial Relationship Managers with loan and deposit accounts for commercial relationships.
• Prepare and facilitate customer transactions and assist with service requests from customers.
• Perform administrative tasks for the Commercial Relationship Manager as assigned.
• Provide exceptional service to internal and external customers.
• Maintain confidentiality of all sensitive bank information.
• Maintain a positive and caring atmosphere for customers and employees consistent with Southside Bank’s mission, CORE Values, and Blue Book culture guide.
• Participate in proactive team efforts to achieve departmental and company goals.
• Understand and abide by Southside Bank policies and procedures.
• Comply with audit policies and procedures as they pertain to this position.
• Perform duties in compliance with applicable laws and regulations, including the Bank Secrecy Act (BSA) and related anti‑money‑laundering laws, and in accordance with the Bank’s Information Security Program.

Additional Functions

• Operate within division or department policy guidelines using independent judgment to achieve assigned objectives.
• Comply with all safety policies, practices, and procedures; report unsafe activities to supervisor or Human Resources.
• Perform additional duties as assigned or directed.

Requirements

• High School diploma or general education degree (GED).
• Minimum of eight (8) years of related experience in a similar or equivalent role.

Necessary Skills

• Ability to read, analyze, and interpret business periodicals, professional journals, technical procedures, or governmental regulations.
• Ability to write information and respond to questions from managers, clients, customers, and the general public.
• Ability to calculate figures such as discounts, interest, commissions, percentages, area, circumference, and volume; apply basic algebra and geometry concepts.
• Ability to apply common‑sense understanding to carry out written, oral, or diagrammed instructions.
• Ability to solve problems involving several concrete variables in standardized situations.
• Proficient personal computer skills including email, record‑keeping, database activity, word processing, spreadsheets, graphics, etc.
• Ability to prioritize, organize, and delegate assignments.

Benefits

• Medical, prescription drug, dental, and vision 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.

Schedule

Monday through Friday; 8:00 am – 5:00 pm. Available for overtime as needed.

Physical Requirements

• Manual dexterity sufficient to reach, handle items, and work with fingers.
• Ability to remain in a stationary position approximately 90 % of the time, with occasional movement within the office.
• Constant operation of a computer and office productivity equipment (calculator, copy machine, telephone).
• Frequent communication with other people throughout the day.