Middle Market Lending Specialist jobs in Texas

We are seeking a New Accounts Specialist to join our team! You’ll be on the front end of working for an innovative community bank with commercial lending, a mortgage lending leader, and a digital deposit bank covering over states.

Success in this job relies on your time management skills, organization, and positive attitude.

What You'll Do :

• Provide retail banking services to clients both in person and over the phone.
• Using your strong financial acumen, you will provide suggestions and solutions to our clients including account openings, consumer lending, and money market products, while focusing on the client’s financial goals.
• Demonstrate strong customer service through attentiveness, listening and connecting with customers, and processing transactions quickly and accurately while providing a positive banking environment.
• Assist customers with debit card maintenance, creating and printing of debit cards.
• Assist with digital banking needs, answer phones, and provide general financial services information.
• Act in accordance with all required banking and regulatory requirements.
• Perform work under direct supervision. Handles basic issues and problems, and refers more complex issues to higher-level staff.

Possesses beginning to working knowledge of the subject matter.

You may also be needed as a backup teller at times and would need to be able to :

• Process all necessary banking transactions including deposits, withdrawals, transfers, loan payments, GL tickets, originate wires, cashier’s checks, savings bonds, etc.
• Successfully balance teller drawer daily and maintain and balance ATM as necessary.
• Compile information and documentation for stop pays, account closings, and input information to the system.

What you need to be successful :

• Strong attention to detail
• years of direct experience as a Personal Banker or similar financial services position.
• Strong Customer service skills
• Cash handling experience
• Intermediate Excel skills (at minimum)
• Must be a self-starter and able to demonstrate problem-solving and critical-thinking skills
• Quick learner and adaptable
• Excellent interpersonal and relationship-building skills
• Effective oral and written communication skills

Where you come in :

We are a great company with great people. We are looking for experienced team members who will bring enthusiasm, attention to detail, and a servant’s heart to our team of top-tier mortgage and banking professionals.

We work in a tight-knit, goal-oriented team where our customers and other team members can rely on them to ensure accurate and timely service.

What we offer :

Because we recognize and reward hard work, we offer a competitive salary, a full benefits package, and potentially a performance-based bonus.

What to do next :

If Cornerstone sounds like the place for you (and if you have the qualifications, drive, and passion to match), we invite you to become a member of our winning team! And remember, once you are a part of our CCB family, we'll continue to invest in you as a valuable asset in our company.

As many of our team members can tell you, there's something special about working here.

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Last updated : 2024-04-23