Qureos Mentor

Southside Bank

<div><div>Position Title:</div>
Quality Control Specialist I
FLSA Status:
Non-Exempt
Reports to:
Deposit Operations Manager
Job Summary: Receives, processes, and maintains documentation for all Demand Deposit Accounts, Saving Accounts, Certificate of Deposits, IRA&rsquo;s and Safe Deposit Boxes. Performs a wide variety of complex deposit operational tasks, while adhering to compliance and regulatory requirements.
Essential Functions:<ul><li>
Accurately and efficiently completes quality control review of new accounts opened at all Bank locations.</li><li>
Performs daily CIF, CD, DDA, and Safe Deposit Box system maintenance and ensures compliance with the Bank&rsquo;s policies and procedures.</li><li>
Ensures Customer Identification Program (CIP) requirements are met.</li><li>
Creates and maintains exception checklists for missing documentation that&rsquo;s required as part of the account opening or maintenance procedures.</li><li>
Provides account support to branch personnel.</li><li>
Accurately and efficiently enters and verifies customer and account information within the core system.</li><li>
Knows and stays current on banking products and services.</li><li>
Knows and stays current on compliance and regulatory issues related to account and account documentation requirements.</li><li>
Reads and understands legal documentation for business and consumer accounts.</li><li>
Responsible for monthly email rotation of department email, assigning email requests to individual team members.</li><li>
Completes assigned cross-training assigned to fully support the department&rsquo;s needs.</li><li>
Participates in testing and projects, as assigned.</li><li>
Contributes to a positive team environment with peers, both inside and outside of the department.</li><li>
Continues professional development through training, seminars, membership in professional associations, as applicable.</li><li>
Maintains confidentiality of all sensitive Bank information.</li><li>
Maintains a positive and caring atmosphere for customers and employees consistent with Southside Bank&rsquo;s mission, CORE Values, and Blue Book culture guide.</li><li>
Provides enthusiastic, professional, and courteous service to Southside Bank customers and employees.</li><li>
Participates in proactive team efforts to achieve departmental and company goals.</li><li>
Understands and agrees to abide by the policies and procedures established at Southside Bank.</li><li>
Responsible for complying with audit policies and procedures as they pertain to this position.</li><li>
Performs duties in compliance with applicable laws and regulations, including but not limited to the Bank Secrecy Act (BSA), Customer Identification Program (CIIP), Know Your Customer (KYC), and related anti-money laundering laws, and in accordance with the Bank&rsquo;s Information Security Program.</li><li>
Must comply with all applicable laws and regulations.</li></ul>
Additional Functions:<ul><li>
Performs routine duties with minimal supervision using standard practices or procedures.</li><li>
Analyzes data to determine the time, place or sequence of operations.</li><li>
Complies with all safety policies, practices, and procedures. Report all unsafe activities to supervisor and/or Human Resources.</li><li>
Performs additional duties as assigned or directed.</li></ul>
Required Education/Experience:<ul><li>
High School diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience.</li><li>
Works proficiently in MS Office, including Word, Excel, OneNote and Outlook</li><li>
Proficient in typing, 10-key calculator and data entry.</li><li>
Excellent oral and written communication skills</li></ul>
Necessary Skills:<ul><li>
Ability to read and comprehend simple instructions, short correspondence, and memos.</li><li>
Ability to write simple correspondence.</li><li>
Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization.</li><li>
Ability to add, subtract multiply and divide in all units of measure, using whole numbers, common fractions, and decimals.</li><li>
Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.</li><li>
Ability to apply common sense understanding to carry out instructions furnished in written, oral or diagram form.</li><li>
Ability to deal with problems involving several concrete variables in standardized situations.</li><li>
Perform addition, subtraction, multiplication and division on whole numbers, fractions, and mixed numbers, whole and fractional units of measure.</li><li>
Basic personal computer skills</li><li>
Handle multiple tasks simultaneously.</li></ul>
Physical Activity/Dexterity:<ul><li>
Light physical activity performing non-strenuous daily activities of an administrative nature.</li><li>
Manual dexterity sufficient to reach/handle items and work with fingers. Work with fingers and perceive attributes of objects and materials.</li></ul>
Physical Environment Demands:<ul><li>
Must be able to remain in a stationary position 90% of the time.</li><li>
The person in this position needs to occasionally move about inside the office to visit other offices, conference rooms, office machinery, etc.</li><li>
Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and telephone.</li><li>
Constantly positions self to operate on a computer.</li><li>
The person in this position frequently communicates with other people throughout each day. Must be able to exchange accurate information when conversing.</li></ul>
Working Conditions/Environment:<ul><li>
Well-lighted, heated and/or air-conditioned indoor office setting with adequate ventilation.</li><li>
Moderate noise (e.g., business office with computers and printers, light traffic).</li></ul>
Work Schedule/Hours:<ul><li>
Monday through Friday; 8:00am &ndash; 5:00pm.</li><li>
Available for overtime, as needed.</li></ul><div><div><div>
 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor&rsquo;s legal duty to furnish information. 41 CFR 60-1.35(c)</div></div></div></div>

Quality Control Specialist I

<div>Position Title:
Customer Care Support I
Exempt Status:
Non-Exempt
Reports to:
Assistant Customer Care Manager
Location:
Tyler
Pay: $16.75 per hour (+ for experience)
Benefits:<ul><li>
Medical, Prescription Drugs, Dental, and Vision Insurance</li><li>
Insurance Eligibility for Team Members and Dependents Starting on the First Day of Employment</li><li>
401(k) with a Match</li><li>
Basic, Voluntary, and Dependent Life Insurance</li><li>
Paid Time Off</li><li>
Paid Bank Holidays</li><li>
Workplace Wellness Programs</li><li>
Employee Assistance Programs</li><li>
Tuition Reimbursement</li></ul>
Job Summary: Creates a memorable telephone experience that delivers consistent and value-added services dedicated to developing lasting relationships and discovering opportunities for new business. Provides unmatched customer service through the telephone. The core duties of this position are to educate and assist customers with a variety of needs, concerns, and complaints, over the phone, in a manner that is as personal as if they were in person at a Southside Bank branch. Utilizes knowledge, skills, and judgement to assure the validity of calls taken and transactions processed.
Essential Functions:
<ul><li>Builds customer loyalty by executing the Customer Service Standards and providing enthusiastic, professional, and courteous service to Southside Bank customers and employees.</li><li>
Shows genuine interest in helping customers through telephone conversation, by identifying their needs of financial products and services while meeting needs.</li><li>
Consistently performs with accuracy and efficiency to build customer confidence and trust.</li><li>
Maintains positive and supportive relationships with team members and customers.</li><li>
Promotes efficiency with unwavering patience and determination to solve customer&rsquo;s needs.</li><li>
Effectively communicates with customers through the telephone and with team members across the Bank.</li><li>
Performs duties according to set Bank procedures and policies.</li><li>
Performs well-defined activities, which require accuracy and attention to detailed information.</li><li>
Types, enters, transcribes, and posts data.</li><li>
Gathers, collates, classifies, and reports information.</li><li>
Analyzes data to determine the time, place or sequence of operations.</li><li>
Adapts effectively to changing work tasks, technology, procedures, conditions and physical demands.</li><li>
Applies prudent judgment to carry out verbal or written instruction and to solve problems in standardized work situations.</li><li>
Knows the products and services offered by the Bank with the ability to explain key benefits to customers.</li><li>
Maintains the security and confidentiality of pertinent information and records.</li><li>
Continues professional development through training, seminars, membership in professional associations, as applicable.</li><li>
Maintains confidentiality of all sensitive Bank information.</li><li>
Maintains a positive and caring atmosphere for customers and employees consistent with Southside Bank&rsquo;s mission, CORE Values, and Blue Book culture guide.</li><li>
Provides enthusiastic, professional, and courteous service to Southside Bank customers and employees.</li><li>
Participates in proactive team efforts to achieve departmental and company goals.</li><li>
Understands and agrees to abide by the policies and procedures established at Southside Bank.</li><li>
Responsible for complying with audit policies and procedures as they pertain to this position.</li><li>
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&rsquo;s Information Security Program.</li><li>
Must comply with all applicable laws and regulations.</li></ul>
Additional Functions:<ul><li>
Complies with all safety policies, practices and procedures. Report all unsafe activities to supervisor and/or Human Resources.</li><li>
Performs additional duties as assigned or directed.</li></ul>
Required Education/Experience:
<ul><li>High School diploma or general education degree (GED).</li><li>
One year of customer service experience.</li><li>
Proficient in typing, 10-key calculator and data entry.</li><li>
Excellent oral and written communication skills.</li><li>
Bilingual in Spanish preferred but not required.</li></ul>
 Necessary Skills:
<ul><li>Excellent attention to details.</li><li>
Excellent telephone etiquette skills.</li><li>
Clear Fluent English.</li><li>
Ability to read and comprehend simple instructions, short correspondence, and memos.</li><li>
Ability to write simple correspondence.</li><li>
Ability to effectively present information in one-on-one and small group situations to customers and other employees of the organization.</li><li>
Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals.
</li><li>Ability to read and interpret documents such as safety rules, operating and maintenance.</li><li>
Ability to speak effectively before groups of customers or employees of organization.</li><li>
Intermediate personal computer skills, including electronic mail, record-keeping, routine database activity, word processing, spreadsheet, graphics, etc.</li><li>
Handle multiple tasks simultaneously.</li></ul>
 Physical Activity/Dexterity:<ul><li>
Manual dexterity sufficient to reach/handle items and work with fingers. Works with fingers and perceives attributes of objects and materials.</li></ul>
 Physical Environment Demands:<ul><li>
Must be able to remain in a stationary position 90% of the time.</li><li>
The person in this position needs to occasionally move about inside the office to visit other offices, conference rooms, office machinery, etc.</li><li>
Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and telephone.</li><li>
Constantly positions self to operate on a computer.</li><li>
The person in this position frequently communicates with other people throughout each day. Must be able to exchange accurate information when conversing.
</li></ul>Working Conditions/Environment:<ul><li>
Well-lighted, heated and/or air-conditioned indoor office setting with adequate ventilation.</li><li>
Moderate noise (e.g. business office with computers and printers, light traffic).</li></ul>
 Work Schedule/Hours:<ul><li>
Monday through Friday, as scheduled, 8:00am &ndash; 7:00pm.</li><li>
Saturday, as scheduled, 9:00am &ndash; 4:00pm.</li><li>
Available for overtime, as needed.</li><li>
Possibility of extending operational hours.</li></ul>
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor&rsquo;s legal duty to furnish information. 41 CFR 60-1.35(c)</div>

Customer Care Support I

<div>Position Title:
Contract Administration Support Specialist
FLSA Status:
Non-Exempt
Reports to:
Corporate Services Admin.
Job Summary:
Assists with supporting the third-party vendor management program. Performs administrative services for the Corporate Services Admin. as well as Executive Management and other specific financial functions as well as back-up functions for all areas of the department to which assigned.
 Essential Functions:<ul><li>
Sets up meetings, conferences and conference calls.</li><li>
Greets visitors and determines whether they should be given access to specific individuals.</li><li>
Assists with analytical work, data entry, and customer service working with both internal and external customers.</li><li>
Opens, sorts, and distributes incoming correspondence, including faxes and email.</li><li>
Performs regular secretarial duties as needed, including providing telephone support, screening visitors, and arranging and scheduling meetings and appointments.</li><li>
Prepares responses to correspondence containing routine inquiries.</li><li>
Obtains additional information as needed to complete reports on sensitive or special management communications.</li><li>
Processes correspondence, files, and performs other specific duties for management.</li><li>
Files and retrieves corporate documents, records, and reports.</li><li>
Performs word processing, photocopying, retrieving documents, compiling, and maintaining records and files, and preparing contracts using templates.</li><li>
Assists in routine contract questions and problems.</li><li>
Assists with analyzing contract terms and conditions.</li><li>
Identifies potential contract risks and support issue resolution.</li><li>
Responsible for working with various business units on customer contract activities to provide for proper contract acquisition and fulfillment in accordance with Bank policies, legal requirements, and customer specifications.</li><li>
Maintains organized records of contract documentation and correspondence.</li><li>
Maintains a positive and caring atmosphere for customers and employees consistent with the Southside Bank&rsquo;s mission and philosophy.</li><li>
Maintains confidentiality of all sensitive Bank information.</li><li>
Maintains a positive and caring atmosphere for customers and employees consistent with Southside Bank&rsquo;s mission, CORE Values, and Blue Book culture guide.</li><li>
Provides enthusiastic, professional, and courteous service to Southside Bank customers and employees.</li><li>
Participates in proactive team efforts to achieve departmental and company goals.</li><li>
Understands and agrees to abide by the policies and procedures established at Southside Bank.</li><li>
Responsible for complying with audit policies and procedures as they pertain to this position.</li><li>
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&rsquo;s Information Security Program.</li><li>
Must comply with all applicable laws and regulations.</li></ul>
Additional Functions:<ul><li>
Performs routine duties with minimal supervision using standard practices or procedures.</li><li>
Complies with all safety policies, practices and procedures. Report all unsafe activities to supervisor and/or Human Resources.</li><li>
Performs additional duties, as assigned or directed.</li></ul>
Required Education/Experience:<ul><li>
High school diploma.</li></ul>
Necessary Skills:<ul><li>
Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or governmental regulations.</li><li>
Ability to write information and respond to questions from groups of managers, clients, customers, and the general public.</li><li>
Ability to define problems: collect data, establish facts and draw valid conclusions.</li><li>
Proficient personal computer skills including electronic mail, record-keeping, routine database activity, word processing, spreadsheet, graphics, etc.</li><li>
Prioritize, organize and handle multiple projects simultaneously.</li><li>
Ability to organize, file and maintain data in a standard manner.</li></ul>
Physical Activity/Dexterity:<ul><li>
Manual dexterity sufficient to reach/handle items and work with fingers. Works with fingers and perceives attributes of objects and materials.</li></ul>
Physical Environment Demands:<ul><li>
Must be able to remain in a stationary position 90% of the time.</li><li>
The person in this position needs to occasionally move about inside the office to visit other offices, conference rooms, office machinery, etc.</li><li>
Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and telephone.</li><li>
Constantly positions self to operate on a computer.</li><li>
The person in this position frequently communicates with other people throughout each day. Must be able to exchange accurate information when conversing.</li></ul>
Working Conditions/Environment:<ul><li>
Well-lighted, heated and/or air-conditioned indoor office setting with adequate ventilation.</li><li>
Moderate noise (e.g. business office with computers and printers, light traffic).</li></ul>
Work Schedule/Hours:<ul><li>
Monday through Friday; 8:00am &ndash; 5:00pm.</li><li>
Available for overtime, as needed.</li></ul>
 Travel:<ul><li>
Minimal overnight travel (up to 10%) by land and/or air.</li></ul>
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor&rsquo;s legal duty to furnish information. 41 CFR 60-1.35(c)</div>

Contract Administration Support Specialist

<div>Position Title:
Relationship Banker I
Exempt Status:
Non-Exempt, Full Time
Reports to:
Branch Manager
Location:
Austin Westlake
Benefits:<ul><li>
Medical, Prescription Drugs, Dental, and Vision Insurance</li><li>
Insurance Eligibility for Team Members and Dependents Starting on the First Day of Employment</li><li>
401(k) with a Match</li><li>
Basic, Voluntary, and Dependent Life Insurance</li><li>
Paid Time Off</li><li>
Paid Bank Holidays</li><li>
Workplace Wellness Programs</li><li>
Employee Assistance Programs</li><li>
Tuition Reimbursement</li></ul>
Pay: $19.75 +/ depending on banking experience
Job Summary:
To create a memorable experience that delivers consistent and value-added services dedicated to developing lasting customer relationships and discovering opportunities for new business. Provides teller services including processing transactions such as deposits, withdrawals, and cashing checks. Processes new accounts and cross-sells other need-based products and services. Utilizes knowledge and judgment to ensure the validity of transactions processed, accounts opened and refers questionable items to an Assistant Branch Manager or above. Maintain a professional appearance in both dress and behavior.
Essential Functions:
Customer Service<ul><li>
Performs Southside Bank&rsquo;s customer service standards with each customer interaction.</li><li>
Consistently performs with accuracy and efficiency to build customer confidence and trust.</li><li>
Provides enthusiastic, professional, and courteous service to Southside Bank customers and employees.</li><li>
Completes customer thank you calls and follow up of problem resolution as directed by management.</li><li>
Meets or exceeds all operational and sales goals determined by retail management to include balancing, and attendance and others as applicable.</li><li>
Knows the products and services offered by the Bank with the ability to recall and explain key benefits to the customer. Recognize each customer transaction as a cross-sell opportunity. Identify and respond to the needs of new and potential customer by listening and clarifying their needs. Direct customers as needed to other Southside departments.</li><li>
Maintains the security and confidentiality of all sensitive Bank information.</li><li>
Accurately communicates account information to customers.</li><li>
Identifies and responds to the needs of new and potential customers by listening and clarifying their needs. Refers customers as needed to other Southside departments.</li></ul>
Operational Excellence<ul><li>
Understands and agrees to abide by the policies and procedures established at Southside Bank.</li><li>
Follows established policies and procedures to avoid fraudulent activity (verify identification, review account history and recourse, etc.).</li><li>
Follows compliance procedures and verifies accuracy of reporting applicable transactions such as CTRs, SARs, monetary logs, and Reg CC holds.</li><li>
Maintains cash drawer limits and responsible for meeting the balancing standards of the cash drawer on a daily basis, working in accordance with the Teller Over/Short Policies. Ensure that all cash outages are reported to management.</li><li>
Accepts and verifies customer deposits.</li><li>
Cash checks and process less cash transactions within authorized limits; obtain supervisor&rsquo;s approval to process transactions which exceed authorized limits.</li><li>
Performs special services as requested by customers, such as selling official checks, process cash advances and loan payments, completion of stop payments and cardholder claim statements and redeem savings bonds with accuracy. May include notary services and helping customers with account reconciliation and problem resolution.</li><li>
Communicates disclosure requirements and regulations to customers in accordance with regulatory guidelines, provides disclosures and brochures as needed.</li><li>
Continues professional development through training, seminars, membership in professional associations, as applicable.</li><li>
Responsible for complying with audit policies and procedures as they pertain to this position.</li><li>
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&rsquo;s Information Security Program.</li><li>
Must comply with all applicable laws and regulations.</li><li>
Performs collection item processing such as dealer drafts and foreign items.</li></ul>
Team Relations<ul><li>
Maintains a positive and caring atmosphere for customers and employees consistent with the Southside Bank&rsquo;s mission, CORE Values, and Blue Book culture guide.</li><li>
Participates in proactive team efforts to achieve departmental and company goals.</li><li>
Provides leadership to others through example and sharing of knowledge/skill.</li><li>
Contributes to a positive team environment with peers in and out of the branch.</li><li>
Assists with opening and closing duties.</li><li>
Performs additional duties as assigned or directed.</li></ul>
Additional Functions:<ul><li>
Participates in special projects as assigned.</li><li>
Complies with all safety policies, practices and procedures. Report all unsafe activities to supervisor and/or Human Resources.</li><li>
Performs additional duties as assigned or directed.</li></ul>
Required Education/Experience:<ul><li>
High School Graduate or the equivalent required.</li><li>
Minimum six month cash handling or customer service experience preferred.</li><li>
Proficient in typing, 10-key calculator and data entry.</li><li>
Excellent oral and written communication skills.</li><li>
Completion and comprehension of the following Southside Bank instructor led classes within the first 6 months of employment :</li><li>
New Employee Orientation</li><li>
Teller Training, Teller Advanced and Professional Teller</li><li>
New Accounts</li><li>
Product Knowledge</li><li>
Back to Basics Customer Service</li></ul>
Physical Activity/Dexterity:<ul><li>
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</li><li>
Sedentary physical activity performing non-strenuous daily activities of an administrative nature.</li><li>
Manual dexterity sufficient to reach/handle items and work with fingers. Works with fingers and perceives attributes of objects and materials.</li></ul>
Physical Environment Demands:<ul><li>
Must be able to remain in a stationary position for 75% of the time.</li><li>
Constantly operates a computer and other office productivity machinery, such as a computer, scanner, computer printer, etc.</li><li>
The person in this position needs to frequently move about inside the branch location to assist customer&rsquo;s transactions, access different machinery, process cash, etc.</li><li>
Constantly positions self to maintain computers in the branch, including under the desks or in a different area of the branch.</li><li>
This person must be able to detect, recognize, and identify customers as they begin assisting them.</li><li>
Must be able to transport 25 pounds of coin a distance of 5-25 feet from a work station to the vault, up to five times a day, depending on how much coin is delivered that day.</li><li>
Motor branches &ndash; employee must transport the cash from work booth inside the branch.</li><li>
In-store branches &ndash; employee must transport the cash from the coin machine to a bag which is moved to the vault.</li></ul>
Working Conditions/Environment:<ul><li>
Well-lighted, heated and/or air-conditioned indoor office setting with adequate ventilation.</li><li>
Moderate noise (e.g. business office with computers and printers, light traffic).</li></ul>
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor&rsquo;s legal duty to furnish information. 41 CFR 60-1.35(c)</div>

Relationship Banker I

Join Southside Bank and explore 4   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Southside Bank

About Company

Quality Control Specialist I

Customer Care Support I

Contract Administration Support Specialist

Relationship Banker I