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Position Title: Market President Wealth Management - NTX FLSA Status: Exempt (17B) Reports to: Regional President Wealth Mgmt. - ETX Location: University Center Fort Worth, TX 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
Job Summary: A player-coach who solicits/develops new commercial banking relationships while overseeing other members of the commercial lending staff in a defined geographical region or specific line of business. Strengthen connections to the Bank by cultivating and maintaining relationships with members of the community. Promotes goodwill and products and services offered by the financial institution. Essential Functions:
- Assists Regional President or Chief Lending Officer with management responsibilities.
- Originates and maintains a loan and deposit portfolio while assisting other team members by providing relationship referrals.
- Cultivates and maintains relationships with members of the community.
- Organizes Bank-sponsored community events such as parades, chamber expositions, school programs, luncheons, charity events, etc.
- Introduces key Bank personnel to importing members of the community to develop banking relationships.
- Organizes meetings between Commercial Lenders and key community leaders.
- Prepares presentations for Bank Leadership to update on areas of growth and opportunity within the community.
- Serves on the Board of Directors for multiple volunteer and charitable organizations.
- Assigns work duties to team members.
- Maintains positive relationships and promotes efficiency among a group of workers.
- Plans and supervises the activities of others.
- 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.
- Provides enthusiastic, professional, and courteous service to Southside Bank customers and employees.
- 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.
- Must comply with all applicable laws and regulations.
Additional Functions:
- Provides leadership to others through example and sharing of knowledge/skill.
- 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.
Required Education/Experience:
- Bachelor's degree (B. A.) from four-year College or university or five to seven years of experience performing marketing for a financial institution or similar organization.
- 5 - 10 years' experience in Southside Bank Commercial Lending functions.
- Proven leadership of a team with a focus on delivering on company-wide goals and specific market objectives.
Necessary Skills:
- Understanding of marketing and branding strategies.
- Ability to read, analyze, and interpret the most complex documents.
- Ability to respond effectively to the most sensitive inquiries or complaints.
- Ability to write speeches and articles using original or innovative techniques or style.
- Ability to make effective and persuasive speeches and presentations on controversial or complex topics to top management, public groups, and/or boards of directors.
- Ability to define problems; collect data, establish facts, and draw valid conclusions.
- Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
- Basic personal computer skills including electronic mail, word processing, spreadsheet, graphics, etc.
- Ability to cultivate, generate, and provide introductions to new business relationships, enhance existing Bank relationships, achieve cross-sell targets, and exceed sales goals for the market.
- Ability to recruit and cultivate relationships with potential new hires across the market.
Physical Activity/Dexterity:
- Manual dexterity sufficient to reach/handle items and work with fingers. Works with fingers and perceives attributes of objects and materials.
Physical Environment Demands:
- 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.
Working Conditions/Environment:
- Well-lighted, heated and/or air-conditioned indoor office setting with adequate ventilation.
- Moderate noise (e.g. business office with computers and printers, light traffic).
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