Jefferson Bank jobs - 219 jobs

JOB FUNCTION : Deliver & cultivate exceptional service to high-net worth individuals, their families, trusts, foundations and businesses. Develop strong, long-term relationships with existing and new customers, making recommendations, and providing extensive product knowledge and problem-solving skills. Administer the core operational tasks of the Private Bank on a daily basis. DUTIES & RESPONSIBILITIES Assess client financial needs and develop tailored banking solutions, educating customers and exercising independent judgment in product recommendations and risk considerations. Represent the Private Banking division at client events and meetings, contributing to business development and client retention initiatives. Act as a liaison between Private Banking clients and internal departments (Commercial Lending, Trust, Mortgage, Wealth Management), facilitating coordination and client advocacy. Maintain high-level working knowledge of financial terms, Bank products and services, including Trust, Mortgage, Investment, Treasury Management, and Wealth Advisory services. Interpret and analyze legal and financial documents-including trust agreements and complex domestic and foreign entity structures-to ensure compliance and optimal account setup, while serving as a subject matter expert on account opening procedures for sophisticated client profiles. Provide high-level, high-touch customer service, including but not limited to the following: process deposits, withdrawals, transfers, payments and handle other over the counter transactions, requiring oversight, follow-up and review of maintenance completed by other bank departments. Execute secure, timely and accurate money movement via wire transfer, treasury management, ACH and internal transfers. Independently manage NSF report resolution, including client communication and discretionary decision-making on item processing, gaining approvals from Senior and Executive Management as needed in accordance with lending authority. Lead data integrity initiatives, including private banking data cleanup and maintenance, ensuring accuracy and regulatory compliance. Demonstrated problem solving skills and collaborate effectively with colleagues, fostering a supportive team environment to enhance service delivery and contribute to process improvement initiatives. Manage all lines of communication with the customer, including a separate Private Banking Operations inbox. Extensive knowledge of bank provided computer systems/software - Xperience, Q2, Bill Pay, Argo Keys, Synapsis, Teams, Ring Central, etc. Adhere strictly to banking regulations, internal policies, and ethical standards. May be asked to deliver / pick up paperwork from customers. Handle sensitive customer information with utmost discretion and integrity. Comfortable with having work emails on their mobile device should assistance be required while out of the Bank or outside of normal banking hours. Performs other duties as assigned. MINIMUM QUALIFICATIONS : Work Experience Cash handling and general banking knowledge Experience providing customer service through various forms of communication (face to face, email, and telephone) This role has flexibility in level depending on candidates experience and qualifications: 1-3 years' experience of working in a financial services environment or consultative sales and support environment for entry level candidates 5 or more years' experience of working in a financial services environment or consultative sales and support environment for advance candidates Demonstrated capability in managing portfolios for high-net worth individuals, including oversight of complex client relationships involving three or more integrated product lines. Proven leadership experience strongly encouraged Knowledge of financial products and services, including Trust, Mortgage, Investment, Treasury Management, Insurance and Wealth Advisory platforms. Proven sales history, driving new relationships and cross-selling bank products Represent Private Banking in cross-collateral team meetings to ensure the department remains efficient, productive and compliant as well as giving input on ways to improve inter-departmental processes and procedures. Effectively represent Private Banking in cross-functional team meetings to stay informed on procedural updates and contribute to the enhancement of interdepartmental processes through strategic input and collaboration. Ability to take on Leadership roles as assigned Management Experience strongly encouraged Independent and collaborative problem solving Preferred Experience 3-5 years of new account operation systems 1 year experience working in Private Banking 6 months of cash handling experience Supervisory Experience None Education/Skills 4-year college degree, preferred Excellent customer service skills to include good verbal and written communication Ability to work in sales environment Good organizational skills, proven problem solving, and ability to multi-task with accuracy and follow assigned tasks through completion Bi-Lingual, preferred Equipment/Machines/Software Excellent computer literacy in all Microsoft Programs (Outlook, Word, Excel, Power Point) Excellent proficiency in Adobe reader and various internet browsers Experience with usage of online banking platforms Ability to use Financial Service Platform software Ability to work with office equipment such as copiers, scanners, shredders, fax machines and other digital devices Position Includes Driving No Competency Requirements High level verbal and written communications skills Must be able to focus on details and be accurate in a fast-paced office environment Ability to recognize and prioritize issues as they arise to deliver exceptional customer service Ability to work independently with minimal supervision Exemplify utmost customer discretion and confidentiality Physical Requirements Must be able to hear and speak to communicate with customers Must be able to reach, bend and lift files up to 30lbs Must be able to sit for most of the day in front of a computer Must be able to type on a keyboard Must be able to read a laptop/computer monitor Must have reliable transportation This job description does not imply an employment contract, nor is it intended to include every duty and responsibility that the employee is responsible for. Duties and tasks may be assigned by the management team based on department and business needs. Jefferson Bank is an EEO employer and an Affirmative Action Employer, M/F/Disability/Protected Veteran Status. Click The Link Below To Be Redirected To The Equal Employment Opportunity Commission's Website To View The “Know Your Rights” Poster ********************************************************************************************

It's about helping others establish a financial foundation and build their dreams. Are you passionate about teaching others the basics of financial planning and making a positive difference in their lives? Do you have a proven track record of solving customers' complex problems and delivering next-level customer experience to everyone you meet? If so, the Central Associate Advisor role might be for you! At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Central Associate Advisor, you will be responsible for the servicing of smaller Frost Brokerage accounts. You enjoy interacting with clients and look forward to answering questions regarding what actions they could take given your investment advice. Most importantly, this role is about building trust through every interaction and doing it with integrity, caring and excellence in mind. What you'll do: Service existing small accounts (generally less than $50,000 in assets) within Frost Brokerage Assist house account customers as needed, providing investment recommendations based on client risk tolerance, goals, objectives, and preferences Maintain in-depth knowledge of systems that provide financial advice to customers; answer questions from clients regarding what actions they could take given this investment advice Communicate with house account customers to facilitate the buying or selling of appropriate mutual funds, stocks, bonds, and annuities. Monitor and execute trades Perform all other duties as assigned What you'll need: 2+ years Investment Services experience, or an equivalent combination of relevant education and experience FINRA Series 7, 63, and 65 licenses; or, FINRA Series 7 and 66 licenses; or, the ability to obtain necessary licenses within 120 days. General Lines Agent License: Life, Accident, Health, and HMO Insurance or the ability to obtain within 90 days. Excellent written and verbal communication skills Proficient in Microsoft computer applications Our Benefits At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader is banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

It's about expecting great things and making them happen. Do others describe you as dependable and hardworking? Do you have a knack for paying attention to all the small details? Do you like working in a behind the scenes environment and have a goal-oriented mindset? If so, being a Loan Research Specialist I with Frost could be for you. At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Loan Research Specialist I with Frost, you are our quality control. In this role, you will be responsible for reconciling, monitoring, researching, and clearing items from various general ledger and clearing accounts. You will use your investigate skills and observant mindset to process payments and advances, make corrections, and update information to the appropriate loan system. You enjoy interacting with customers and will play a key role in addressing issues and questions involving loan systems both internally and externally. More than that, this role is about ensuring a seamless loan systems experience and doing so with our signature all-win approach in mind. What you'll do: Prepare a recalculation spreadsheet to correct loans on the Commercial and Installment Loan Systems Review transactions for accuracy and notify appropriate personnel of any errors found Retrieve and review reports daily to compare loan transactions and adjustments to the systems daily activities Process payments, advances, maintenance, terminations, charge-offs and non-accruals Provide assistance to internal and external customers with issues and questions involving loan systems, transactions, and other miscellaneous items having to do with loans and leases Correct discrepancies found May prepare various monthly reports for upper management Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you'll need: Strong analytical and organizational skills Multi-task oriented Self-starter Ability to work independently Proficient in Microsoft computer applications Excellent written and verbal communication skills Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

It's about insights that are out of sight. Does deciphering a secret code and discovering its hidden meaning excite you? Would you consider math to be your second language? Do you want the autonomy to improve processes and find solutions? If so, being a Model Validation Analyst II with Frost could be for you. At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Model Validation Analyst II with Frost, you are our monitor. In this role, you monitor and validate aggregate model risk in alignment with Frost's risk strategy. You will provide recommendations on how to adjust model risk. By turning data into insights, you will help us discover the accuracy of the most complex and significant financial, statistical, and behavioral models that are used within the organization. More than that, this role is about constant improvement and doing so with our signature all-win approach in mind. What you'll do: Perform independent validations of financial, statistical, and behavioral models commensurate with their criticality ratings. Focus on the most complex and significant models used within the organization. Ensure a thorough review by challenging key aspects of each model Validate and review models regarding their theoretical soundness, testing design, and points of weakness Interpret data to recognize any potential risk exposure; additionally, identify opportunities to use data in ways that enhance the strategic and tactical decisions made by management. Develop challenger models that help validate existing models and assist with outcome analysis Ensure compliance with the model risk monitoring framework Evaluate governance for Model Risk Management by reviewing policies, controls, risk assessments, documentation standards, and validation standards that are required to manage modeling processes throughout the organization Evaluate the Bank's compliance with SR 11-7 regulatory guidance Provide guidance and direction to less experienced analysts Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you'll need: Master's degree in a quantitative field such as Mathematical Finance, Financial Engineering, Statistics, Physics, Management Science, Operations Research, or Economics 2+ years of experience in the development or validation of financial, statistical, or mathematical models, preferably within the financial services industry Mastery of statistics and numerical techniques Demonstrated experience with documenting technical aspects of a model as well as presenting results/findings Proficient in either SQL, SAS, R, or Python Advanced knowledge of Microsoft Excel Proficient in Microsoft computer applications Excellent written and verbal communication skills Additional Preferred Skills: Ph.D. degree in a quantitative field such as Mathematical Finance, Financial Engineering, Statistics, Physics, Management Science, Operations Research, or Economics Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

It's about finding a job that feels like home. Are you a natural go-getter who loves a challenge? Do you have a thirst for knowledge inside and outside the classroom? Are you ready to put theory into practical application? Does exploring numerous career possibilities excite you? If so, our College Intern - Technology & Digital role might be a great fit! At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled financial services. Who you are: As our College Intern - Enterprise Payments, you'll be exposed to various executives and lines of business throughout the organization. By building relationships and tackling numerous projects you will gain various skills and connections to add to your resume. Here, you'll have the freedom and flexibility to experience life in the corporate world while continuing your education. What you'll do: Gain experience with a corporation that provides a full range of services in banking, brokerage and investments to acquire a deeper understanding of the financial industry Perform meaningful work to get valuable experience and further Frost as an organization Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you'll need: Junior or Senior enrolled in a four-year degree program or a graduate student Currently pursuing an undergraduate degree or graduate degree in computer science or a related field Ability to work in a part-time capacity year-round Minimum GPA of 3.0 confirmed by transcript Strong organizational skills Time management skills Strong written and verbal communication skills Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

It's about being there and building trust. Do you consider yourself to be a self-starter? Are you ready to facilitate all the moving pieces to help deliver a seamless experience? Are you known for your ability to adapt in everchanging fast paced environments? If so, being a Private Real Estate Administrator II with Frost could be for you. At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled financial services. Who you are: As a Private Real Estate Administrator II, it's all about communication, collaboration, and building relationships. You have a keen attention to detail and will utilize it when reviewing legal documents and determining account ownership. You will partner with account administrators to provide assistance so we can best serve our customers. You welcome a challenge and are eager to use your expertise to help others. More than that, this role is about ensuring efficient and effective collaboration and doing it with integrity, caring and excellence in mind. What you'll do: Review legal documents and determine account ownership for initial setup, review TREM files for accuracy Identify assets to be liquidated based on market conditions and trends in the localized area, market the asset either through direct marketing or selecting and working with a local real estate agent/broker to market the property effectively Negotiate purchase agreement/contracts, review and execute sales documents, and make appropriate recommendations to the executive committee Conduct inspections of real estate assets to assess use, condition, environmental/liability hazards, and possible damage on or of the property Estimate asset market value by way of ordering and reviewing real estate appraisals or conducting direct real estate market research including networking with professionals in the local market and conducting sales research Negotiate and evaluate real estate leases on both city and agricultural assets, proper selection and researching of tenants, prepare and/or review of lease documents, monitoring performance of each asset and making appropriate recommendations to the executive committee Maintain a working relationship with and provide assistance to account administrators Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you'll need: 3+ years Real Estate management experience Bachelor's degree in related field Excellent verbal and written communication skills Ability to travel Proficient in Microsoft computer applications Additional Preferred Skills: Real Estate Sales or Broker's license Appraisal License Master's degree 5+ years direct real estate management experience Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

JOB FUNCTION: Perform administrative and clerical duties in the New Accounts Division with a major concentration on the CIP and legal documentation review. Responsible for tracking errors and compliance violations related to deposit accounts. Responsible for assisting New Account Quality Control Supervisor and New Account Administrative Manager with special projects and daily duties as assigned. DUTIES & RESPONSIBILITIES: Verification of Consumer, Business, Fiduciary, and Foreign Individual CIP files generated by Relationship Bankers, Universal Bankers, and Private Bankers. Responsible for the review of required consumer, business, and fiduciary new account documentation to include Beneficial Ownership, Model Account Disclosures, and other regulatory forms to ensure Quality Assurance. Responsible for CIF and account level maintenance as it pertains to quality assurance. Prepares and maintains data entry within Synapsys incidents ongoing throughout the day. Responsible for working daily and outstanding tracking incidents in a timely manner. Responsible for posting weekly tracking reports to the Departmental Portal Page. Ability to multi task within multiple software applications to include Microsoft programs, Synapsis, Enterprise Workflow, Adobe PDF Editor, Synergy Capture, and the Silverlake core system while utilizing a dual screen to complete tasks. Daily importing of new account and other legal documentation to company's content management software. Ability to assist employees with questions regarding incidents on the Quality Control Tracking Report to include business entity structures, signer relationships and authorities, and knowledge of all required documentation. Monitor CIF maintenance reports Maintain outgoing correspondence on outstanding quality assurance tracking issues to Relationship Bankers, Universal Bankers, Private Bankers, and BSA when applicable. Assist and retrieves audit files for BSA audit for CIP. Ability to perform accurate work output in fast-pace office environment Ability to work independently with good problem-solving skills Perform other duties as assigned MINIMUM QUALIFICATIONS : Work Experience 2 years banking experience with 1 year of New Account experience Excellent customer service and communication skills, on phone and in person Excellent verbal and written communication skills Excellent multi-tasking skills and ability to work with dual monitors Supervisory Experience: None Education/Skills/Experience High School Diploma or equivalent Advance level of expertise in Microsoft Word, Excel, Adobe Reader PDF Programs Equipment/Machines/Software Proficient with PC (Windows XL, Outlook, IE 6.0, Word, Excel, Power Point, Adobe Reader) Ability to work with office equipment such as copiers, scanners, shredders, fax, Telephone headsets, calculators Mental Focus Requirements Ability to multi-task in a high producing environment while maintaining a high level of accuracy Skill to work in a dynamic, high monetary risk operations division governed by stringent deadlines and regulatory requirements Complete tasks proficiently and in a timely manner Ability to work independently, take initiative, and make effective decisions, while under pressure in a fast-paced office environment Excellent interpersonal skills Strong organizational skills and detail oriented Practice proper etiquette when communicating verbally or via email/phone/in person Physical Requirements Must be able to reach, bend and lift files up to 30 lbs Must be able to sit for most of the day in front of a computer Must be able to write, speak and hear to communicate with customers Must be able to read from a computer screen Must be able to type on keyboard Must be able to be mobile in an office environment This job description does not imply an employment contract, nor is it intended to include every duty and responsibility that employee is responsible. Duties and tasks may be assigned by management team based on department and business needs. Jefferson Bank is an EEO employer and an Affirmative Action Employer, M/F/Disability/Protected Veteran Status. Click The Link Below To Be Redirected To The Equal Employment Opportunity Commission's Website To View The “Know Your Rights” Poster ********************************************************************************************

It's about giving people a sense of security. Do you like helping others understand the tools of today? A passionate salesperson with an affinity for helping others and building relationships? Do you have a background in insurance sales and the ability to drive new business? If so, the Producer - Life Advisor role might be for you! At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Producer - Life Advisor, you'll screen leads and conduct client and prospect meetings to determine if Frost Insurance is the right fit for their needs. This is a sales-oriented position requiring advanced communication skills and a thorough knowledge of insurance products available through Frost Insurance Agency. You'll use your skills, outgoing personality, and competitive nature to stay up to date on the latest trends and products to best serve our customers and meet goals. What you'll do: Achieve objectives established in the annual producer - life insurance sales plan Identify potential new business opportunities among current clients and specific target groups, with a focus on promoting life insurance Contact prospects for the purpose of providing life insurance quotes and arranging sales appointments Assess prospects needs and financial situations to recommend life insurance coverage and solutions Develop and deliver formal proposals of insurance including details of coverages, limits, deductibles and other pertinent information Collaborate with agency colleagues to finalize company submissions and identify potential markets for life insurance coverage Conduct client and prospect appointments to discuss life insurance proposals, renewals, and explanations of coverage details Take an active role in addressing claims or service issues, participating in their resolution as needed to ensure client satisfaction with their life insurance coverage Maintain production reports and attend all sales meeting as required to stay up to date with life insurance sales targets and strategies Promote the growth of agency and insurance sector within the community, emphasizing the significance of life insurance Stay current with industry advancements by reviewing trade publications and participating in insurance carrier training sessions focused on new life insurance products and developments Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you'll need: 2+ years' experience in advanced life sales Texas General Lines Agents License: Life, Accident, or Health FINRA Series 66 (or 63 and 65) Excellent written and verbal communication skills, as well as strong organization skills Proven ability to pursue and close sales Proficiency in Microsoft applications Additional Preferred Skills: FINRA Series 7 Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

It's about being kind because kindness is the best currency. Do you love bringing a smile to someone's face? Do you enjoy helping others whatever way you can? Are you described as someone who is approachable, respectful, and enthusiastic when solving problems? At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Teller, you are our director of first impressions. You are the first point of contact for many of our customers, and you set the standard for what it means to bank with us. Our tellers believe in trust, integrity, and building relationships with our customers, who span generations. They are empathetic problem-solvers that have a genuine care for people and consistently deliver our kind of banking experience-the kind that makes people want to stop by the bank and say hello. What you'll do: Provide exceptional customer service and teller services that consistently meet consumer banking performance standards Perform daily credit and debit transactions in compliance with established bank policies and procedures Maintain proper cash on hand and prepare daily settlement of teller cash and proof transactions Fill change order requests, wire transfers, and bankcard advances and exchange negotiable instruments Manage risk while actively practicing loss prevention Utilize critical-thinking skills and have a thirst for knowledge, accuracy, and efficiency Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you'll need: Required Availability: Monday-Friday, 1pm-6pm with Rotating Saturdays, 8:30am-1:30pm Additional Preferred Skills: Excellent written and verbal communication skills Next-level customer service skills Proficiency in Microsoft applications Cash-handling experience Frost Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

It's about holding each other accountable. Do you consider yourself to be detail-orientated? Passionate about understanding different processes and procedures? Are you described as someone who is approachable, respectful, and engaged when solving problems? If so, being an IT Auditor III at Frost could be for you. At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As an IT Auditor III, you are our control system, you will be responsible for leading information technology audits designed to determine the adequacy of logical access controls, physical access controls, data input/output controls, system controls, information security, business continuity, and the degree of compliance with policies, laws and federal regulations as they relate to information technology. You'll use your strong problem-solving skills and communication skills to present your findings and create recommendations that align with our core values of integrity, caring and excellence. You believe in constant improvement and want to use your insights to strive for impactful change. What you'll do: Analyze operations, internal controls, laws and regulations, Board level policies and understand the underlying effect each has on the organization Supervise or participate on engagements of various IT-related auditable entities to determine whether internal controls are adequate and operating properly, network, systems, and related data are appropriately safeguarded, IT services are available in the event of a major disruption, and compliance with Board policies, standards, selected laws and regulations as they relate to information technology Be responsible for engagements that are large, new or have emerging risks, and for assigned special projects Perform work in adherence to budgeted hours, assigned deadlines, department standards, and in-charge responsibilities Maintain direct communication with team members regarding status of assigned work and potential findings on engagements being supervised to ensure engagement objectives are accomplished, department standards are met, and the engagements are on schedule. Monitor communications from team members to audit clients Review work papers and reports, for all engagements supervised, for accuracy, completeness, and appropriateness of information and conclusions drawn to ensure engagement objectives are accomplished. Provide review comments to auditors and perform necessary follow-up Submit completed work papers and detailed reports of audit findings and recommendations in a timely fashion and with the highest level of quality as to style and content Maintain direct ongoing communication with internal audit clients regarding the status of engagements and potential findings Present final engagement reports to line of business managers, under the direction of the Audit Team Leader Maintain periodic contact with line of business managers during the year to develop an atmosphere of cooperation and assistance Address and resolve problems encountered by less experienced auditors Continue professional development through self-training (books, periodicals, memberships in professional groups, etc.) and participation in recommended courses, seminars, and in-house training sessions Obtain additional advanced certifications as necessary to become proficient in specialized IT areas Adhere to the Standards for the Professional Practice of Internal Auditing Always act using Integrity, Caring, and Excellence to achieve all-win outcomes What you'll need: Bachelor's Degree - Management Information Systems, Information Technology, Information Security, or other relevant degree plan approved by management 4+ years of experience in IT auditing of various operating system platforms, network infrastructure, IT General Controls, database, and applications, or an equivalent amount of related other audit, financial services, IT or information security experience At least one certification: CISA CISSP, CSSLP, GSLC, CISM, GISP, CRISC, or other advanced certification as approved by management Strong written and verbal communication skills Strong organization and time management skills Proficient in Microsoft computer applications Additional Preferred Skills: Master's Degree - Management Information Systems, Information Technology, Information Security, or other relevant degree plan Additional relevant certification(s) as approved Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

Trustmark's mission is to improve wellbeing - for everyone. It is a mission grounded in a belief in equality and born from our caring culture. It is a culture we can only realize by building trust. Trust established by ensuring associates feel respected, valued and heard. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture of diversity and inclusion where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. At Trustmark, we have a commitment to welcoming people, no matter their background, identity or experience, to a workplace where they feel safe being their whole, authentic selves. A workplace made up of diverse, empowered individuals that allows ideas to thrive and enables us to bring the best to our colleagues, clients and communities. **About the role** Responsible for analyzing client requirements for the electronic exchange of information and ensures that client and internal systems are compatible and connected. Gathers specifications and implements per requirements within agreed project timeframes and provides status updates to all stakeholders. Collaborates effectively and builds solid working relationships with internal users and management. Proactively monitors and analyzes production EDI activity for quality, accuracy, mapping issues and adherence to regulatory compliance requirements. Executes standard or custom queries or reports to retrieve data.Works with data providers to facilitate effective data management workflow. Resolves common issues found.Configures appropriate pre-defined EDI solutions per business requirements.Responds to inquiries relating to EDI from external trading partners and internal departments.Performs EDI file audits and quality control measures. **Minimum Requirements:** Bachelor's Degree and/or 2 - 4 years of related experience OR High School Diploma or GED with 4-6 years of related experience. The compensation range for this role is (based on the corporate location in Lake Forest, Illinois): $26.70 - $38.57 per hour The final salary offer will be determined based on factors such as location, qualifications, experience, skill set, and other relevant factors. This position may also be eligible for bonus. We understand that compensation is an important factor when considering a new opportunity, and we strive to provide a competitive salary within the market. Brand: Trustmark In addition to compensation, we offer a comprehensive benefits package that includes: Health/dental/vision, life insurance, FSA and HSA, 401(k) plan, Employee Assistant Program, Back-up Care for Children, Adults and Elders and many health and wellness initiatives. We also offer a Wellness program that enables employees to participate in health initiatives to reduce their insurance premiums. For questions about compensation and benefits, please speak to the Recruiter if you decide to apply and are selected for an interview. Trustmark is committed to leveraging the talent of a diverse workforce to create great opportunities for our people and our business. We are an equal opportunity employer, including disability and protected veteran status. Join a passionate and purpose-driven team of colleagues who contribute to Trustmark's mission of helping people increase wellbeing through better health and greater financial security. At Trustmark, you'll work collaboratively to transform lives and help people, communities and businesses thrive. Flourish in a culture where appreciation, mutual respect and trust are constants, not just for our customers but for ourselves. Introduce yourself to our recruiters and we'll get in touch if there's a role that seems like a good match. When you join Trustmark, you become part of an organization that makes a positive difference in people's lives. You will play a vital role in delivering on our mission of helping people increase wellbeing through better health and greater financial security. Our customers tell us they simply appreciate the personal attention and knowledgeable service. Others tell us we've changed their lives. At Trustmark, you'll be part of a close-knit team. You'll enjoy abundant opportunities to grow your career. That's why so many of our associates stay at Trustmark and thrive. Trustmark benefits from more than 100 years of experience but pairs that rich history with a palpable sense of optimism, growth and excitement for what's ahead - and beyond. This is a place where associates bring their whole selves to work each day. A place where you can be yourself. Whatever your beyond is, you can achieve it at Trustmark.

It's about giving people a sense of security. Are you described as someone with an inquisitive mind and a thirst for knowledge? Do you enjoy identifying potential risk and finding a solution? If so, being a Compliance Advisor with Frost could be for you. At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled financial services. Who you are: As a Compliance Advisor - Lending, you are a key collaborator. You'll partner with our lending-focused lines of business, providing advice and strategic compliance guidance on regulatory requirements, including those related to consumer protection and fair lending, including Reg. Z, Reg. B, UDAAP, HMDA, and other applicable laws and regulations. You'll provide proactive compliance guidance to help our business partners mitigate regulatory risks while enabling Frost's business objectives. You'll work closely with Frost's legal and lending business teams to ensure that our lending products and services comply with applicable laws and regulations, ensuring a safe and secure experience for our customers. You welcome a challenge and strive to continuously improve processes with integrity, caring and excellence in mind. What you'll do: Provide subject matter expertise on applicable laws, regulations, and internal policies, ensuring business activities align with compliance requirements. Monitor regulatory developments, assess their impact on business operations, and support implementation of necessary changes to ensure proactive and ongoing compliance with applicable laws and regulations. Inform line of business teams on compliance requirements, best practices, and emerging regulatory risks. Identify potential compliance issues, escalate concerns as necessary, and collaborate with stakeholders on remediation efforts. Assist in the development, review, and enhancement of compliance policies, procedures, and governance frameworks. Collaborate with business units to identify and assess existing and emerging compliance risks. Partner with business units, risk management, legal, and other internal teams to integrate compliance considerations into decision-making and operational processes. Maintain accurate records of compliance activities, assist in the periodic creation of leadership reports as needed, and support regulatory examinations or audits. Maintain a current knowledge of consumer protection laws, regulations, emerging risks, and how they impact Frost products, processes, systems, and internal controls Support compliance training initiatives by developing and delivering guidance to employees on regulatory obligations and best practices. Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes. What you'll need: Bachelor's degree in Business Administration, Finance, Accounting, in a related field, or equivalent experience 3+ years of relevant experience in compliance Demonstrated ability to interpret and assess risks and their potential impact to lines of business Demonstrated ability to prioritize risks and create the appropriate action plan to mitigate risks effectively Demonstrated knowledge of applicable laws and regulations Basic understanding of how the Compliance department functions to support the Bank Proven ability to collaborate and establish partnerships with non-technical stakeholders Proven ability to interpret laws and regulations to disseminate information in non-technical terms Additional Preferred Skills: CRCM, CFIRS, or equivalent professional certification Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Training classes and leadership development Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

Job Description and Requirements Randolph-Brooks Federal Credit Union is currently searching for an experienced and talented IT Platform Services Manager to join our amazing IT Platform Services team! The IT Platform Services Manager will have the ability to work a hybrid schedule (remote/onsite) after a period of training (time frame may vary). Training will take place at the RBFCU Administrative Service Center: 1 Ikea-RBFCU Pkwy, Live Oak, Texas 78233. All applicants must reside within the state of Texas and have the capability of performing all of the work from their home in Texas. To successfully work from home, employees must have access to a minimum internet connection as noted by RBFCU. Must have a reliable home internet provider and the ability to hard wire a connection directly to modem (Ethernet cable provided). Must be able to provide a workspaces at home that is safe, suitable for work, and within a distraction free environment. The IT Platform Services Manager is a technical leader responsible for managing teams of Systems Administrators and Engineers in the effective administration of technology systems to facilitate operational and strategic outcomes. Areas of oversight include server and database administration, vulnerability management, and implementation of automation solutions. Essential Functions and Responsibilities: Provide training, coaching, mentoring and communication regarding employee performance Ensure adherence to policies, procedures and guidelines by all designated team members Ensure all technologies are kept current and in compliance with internal and regulatory recommendations Maintain current technical and process knowledge to effectively guide solution design and troubleshooting Conduct capacity planning and performance analysis of applicable systems and infrastructure Prepare and maintain disaster recovery and business continuity plans for information systems to ensure business risks are addressed within appropriate recovery timeframes Ensure teams provide efficient support for all IT disciplines as defined by internal support SLAs Participate in Platform Services projects as SME or advisory role to support mature technical solution design and facilitate business outcomes Mentor and train team members for effective succession planning Respond to after-hours emergency calls or planned after-hours events as designated All other duties as assigned (note: essential functions and responsibilities may change or new ones may be assigned at any time with or without notice) Requirements: Bachelor's degree in Information Systems, Computer Science, or closely related field; OR successful completion of a relevant program from an accredited technical school; OR an equivalent of four years of work-related experience in lieu of degree Minimum of five years of job-related experience Minimum of five years technical systems administration/engineering experience Experience with Oracle Experience with SQL Experience with Linux Experience with general database technologies and principles Experience with Linux technologies and principles Experience with storage area network technologies Experience with DNS, DHCP concepts Working knowledge of IT Security vulnerability management best practices Understanding of networking concepts All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.

It's about helping small businesses achieve big goals. Do you thrive in building relationships with people and care about helping grow their small business? Are you known as a self-starter who adapts quickly to fast-paced environments? Do you enjoy being active in your community and believe in selfless service? At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled banking services. Who you are: As a Business Banker I, you'll partner closely with the business banking sales manager to track weekly progress, identify areas of opportunity, analyze marketing results, and achieve monthly call and product sales goals. You'll also be responsible for delivering products to designated segments of the small business market. Prospecting and cold-calling are a part of the job, but to you, it's an opportunity to build long-lasting relationships with folks who can benefit from your financial expertise. You welcome a challenge and are always ready to support others on their journey toward financial success. What you'll do: Become familiar with your clients and their business to understand and act on their needs Achieve monthly call and product sales goals set by the sales manager Report weekly activity and marketing results to the sales manager of business banking Manage and support loan commitments with accuracy and efficiency You champion Frost's philosophy and core values in the work you do by caring for your clients, having a willingness to do more than you're asked because it's the right thing to do, and doing so with excellence Process referrals from the financial center relationship managers and other areas of the bank for small business products, including loans, depository accounts, trusts, and cash management services Support specific financial centers' defined geographic areas, specific census tracts, and customer relationships once products are sold and accounts are opened Stay up to date on bank products and services by regularly attending training classes Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you'll need: Have a background in banking and lending solutions Have prior experience with cold-calling and analyzing credit reports and financial statements Have knowledge of business loan center procedures Excellent written and verbal communication skills Strong organizational and time-management skills Proficiency in Microsoft applications Additional Preferred Skills: Bachelor's degree Previous banking experience and knowledge of bank products Frost Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

It's about supporting people, our people. Are you known as an organized individual? Do you enjoy working independently and with a team? Do you find yourself creating a task list daily? If so, then the Financial Advisor Assistant role may be right for you! At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's 155-year legacy of providing unparalleled banking services. Who you are: As a Financial Advisor Assistant, you provide support to financial advisors and other employees by handling a variety of tasks to ensure that all interactions between the organization and others are positive and efficient. You enjoy working cross-functionally with other lines of business in the organization and you take this as an opportunity to build long lasting relationships with all individuals in the organization. You have the ability to prioritize projects, resolve problems, and pay attention to detail. Most importantly, this role is about building trust through every interaction and doing it with integrity, caring and excellence in mind. What you'll do: Initiate and follow up on new and closing account transfers to and from other institutions to maintain constant and clear communication Follow up on solicitations for purchase of mutual funds, stocks, bonds, and other assets to track the execution of different purchases Assist Financial Advisor IIs in opening and transferring accounts for new and existing clients to streamline departmental processes and to create an exceptional customer experience Participate in daily workflow of account administration to ensure that schedules are met and all questions are answered Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you'll need: Demonstrated customer service skills Excellent written and verbal communication skills Proficiency in Microsoft computer applications Additional Preferred Skills: Have an active FINRA in Series 7 and Series 63 and 65 or 66 or ability to obtain within 90 days Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

Job Description and Requirements Randolph-Brooks Federal Credit Union is currently searching for an experienced and talented IT ECM System Engineer to join our amazing IT Content Services team! The IT ECM System Engineer will have the ability to work a hybrid schedule (remote/onsite) after a period of training (time frame may vary). Training will take place at the RBFCU Administrative Service Center: 1 Ikea-RBFCU Pkwy, Live Oak, Texas 78233. All applicants must reside within the state of Texas and have the capability of performing all of the work from their home in Texas. To successfully work from home, employees must have access to a minimum internet connection as noted by RBFCU. Must have a reliable home internet provider and the ability to hard wire a connection directly to modem (Ethernet cable provided). Must be able to provide a workspaces at home that is safe, suitable for work, and within a distraction free environment. Under direction from the Manager-Enterprise Document Systems, the IT ECM System Engineer will support the user facing and backend solutions of the credit union and maintain server, database and integration components involved in document capture, storage and workflow. Essential Functions and Responsibilities: Install, maintain, troubleshoot systems and software supporting the enterprise content management solutions Work with business analysts, web team and stakeholders to review process flow documents for appropriate use of document capture, storage and workflow technologies Design and implement workflows in enterprise content management solutions Participate in the integration of content management solutions with third party products via API Ability to communicate effectively, both verbally and in writing; and to establish/maintain effective working relationships with co-workers, Randolph Brooks Federal Credit Union employees and the general public Support for ECM System Administrator, ECM Support Specialist, customer and vendor All other duties as assigned (note: essential functions and responsibilities may change or new ones may be assigned at any time with or without notice). Requirements: Associate's Degree Minimum of three years of job-related work experience Installation, maintenance and troubleshooting of server operating systems, web application services and line of business applications in a production environment Support Databases updates, reverse lookups and autofill sets Help develop websites, API calls, pre-processer and integration from third parties Skills and/or Certifications/Licensing: Advanced hands-on experience with administering current Microsoft Windows Server operating systems Advanced hands-on experience with administering current versions of Microsoft IIS Some experience with Java, C#, and ASP.NET development desired Ability to communicate complex technical topics with non-technical stakeholders Hyland OnBase System Administrator Advance Certification - Desired Hyland OnBase Workflow Certification - Desired DocuSign System Administrator - Desired Working knowledge of Kofax, Ephesoft and/or equivalent capture solutions Working knowledge of All My Paper, general process flow and file format All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.

JOB FUNCTION: Responsible for facilitating the commercial loan closing process via timely and accurate preparation and review of commercial loan documentation. Responsible for identifying and resolving any/all issues prior to closing, and for ensuring commercial loan documentation and closing packages adhere to the loan approval, loan policy/procedures, and compliance with banking regulations. DUTIES & RESPONSIBILITIES: Responsible for ensuring commercial loan documentation packages are complete and ready for closing Responsibility and authority to deny or delay loan closing based on findings of the commercial loan documentation package review Review commercial loan packages for: Completeness, accuracy, and legality of the documentation Compliance with regulatory requirements Adherence to bank policy/procedures Adherence to all terms, conditions and requirements of the loan approval Ensure adequate approval authority is obtained Collaborate with Loan Processors, Lending Assistants and Commercial Lenders to ensure all documentation and due diligence is completed accurately prior to loan closing Makes decisions, recommendations and provides guidance to Loan Processors, Lending Assistants and Commercial Lenders for additional documentation as applicable Review for Home Mortgage Disclosure Act (HMDA) compliance, as applicable Verify flood and hazard insurance requirements are met/fulfilled, including but not limited to validation of coverage and documentation of loss payee Ensure compliance with SBA requirements, including but not limited to validation of SBA Authorization against Bank loan documents Coordinate handoff to booking and funding Maintain a thorough understanding of the documentation requirements of commercial loans and SBA loans Perform other duties as assigned Position is not remote MINIMUM QUALIFICATIONS: Work Experience 5 + years commercial loan documentation experience to include experience in commercial loan documentation review, quality control, and/or audit review Working knowledge of commercial loan documentation, loan policy, and banking regulations Strong decision making and organizational skills with attention to detail Preferred Experience (optional) Commercial loan processing Experience in closing C&I and CRE loans Experience with the LaserPro loan documentation software Experience with Jack Henry Silverlake Core Processing System and Jack Henry Synergy Imaging Working knowledge of Small Business Administration (SBA) Standard Operating Procedures Supervisory Experience NA Education/Skills Bachelor's Degree or Equivalent business experience in commercial banking loan servicing or loan administration, internal audit, risk management, quality assurance or quality control Basic accounting knowledge Strong organizational skills with the ability to work in dynamic environment, that demands the ability to manage multiple and often competing priorities Strong interpersonal skills and problem solving skills Detail oriented, with a high degree of accuracy Excellent customer service skills Equipment/Machines/Software Excellent computer literacy in all Microsoft Programs (Outlook, Word, Excel, Power Point) Proficiency in Adobe Reader and various internet browsers Experience with smart device(s), dual monitors, copier, fax, scanner, phone system, printers, calculators, telephone headsets and other electronic devices Core loan processing system and imaging system experience Competency Requirements Ability to resolve conflict and provide resolution professionally and in an empathetic manner to customers Ability to work independently with minimal supervision, take initiative, and make effective decisions Ability to read and interpret loan documents & data to others Professional verbal and written communication skills, on the phone and in person Proven organizational skills with ability to multi-task and follow assigned tasks through completion Physical Requirements Must be able to reach, bend and lift files equivalent of up to 25 lbs Must be able to sit for most of the day in front of a computer Must be able to write, speak and hear to communicate with customers Must be able to read from a computer screen and other paper reports Must be able to type on keyboard Must be able to be mobile in an office environment This job description does not imply an employment contract, nor is it intended to include every duty and responsibility that employee is responsible. Duties and tasks may be assigned by management team based on department and business needs. Jefferson Bank is an EEO employer and an Affirmative Action Employer, M/F/Disability/Protected Veteran Status. Click the link below to be redirected to the Equal Employment Opportunity Commission's website to view the “Know Your Rights” Poster: ********************************************************************************************

It's about interactions more than transactions. Have others complimented you on your attention to detail and exceptional organizational skills? Are you known for your ability to adapt in everchanging fast paced environments? Are you ready to facilitate all the moving pieces to help deliver a top-quality experience? If so, being a Residential Review Appraiser with Frost could be for you. At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled financial services. Who you are: As a Residential Review Appraiser, your opinion matters. You will provide opinions of value on residential real estate within the requirements of bank regulations and profession appraisal standards. More than that, this role is about building relationships and doing so with integrity, caring, and excellence in mind. What you'll do: Receives appraisal requests and determines the type of appraisal and report required based on bank regulations and the degree of credit risk Reviews residential appraisal reports by independent fee appraisers and reports findings and conclusions in written format Orders original and updated appraisals from fee appraisers; monitors status of orders, communicates with fee appraisers and bank officers to solve any order problems. Forms a final opinion of value on the properties appraised Attends related real estate appraisal courses, seminars and meetings for the purpose of maintaining current market knowledge of real estate values and appraisal procedures and techniques Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes What you'll need: Licensed residential appraiser Additional Preferred Skills: Bachelor's Degree SRA Designation from the Appraisal Institute Our Benefits: At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes: Medical, dental, vision, long-term disability, and life insurance 401(k) matching Generous holiday and paid time off schedule Tuition reimbursement Extensive health and wellness programs, including our Employee Assistance Program Referral bonus program + more! Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.

JOB FUNCTION: The Trust and Estates Officer's primary responsibility will be to perform service and fulfillment activities and meet fiduciary responsibilities and client needs for moderate and complex trusts and estates. He/she will focus on serving the fiduciary needs of clients, as a single point of contact and will be lead officer responsible for interfacing with the client as required by the fiduciary relationship assigned. DUTIES & RESPONSIBILITIES: Build, maintain, and deepen strong relationships with clients by being attentive, proactive, and responsive, and by providing holistic solutions that help our clients meet their financial goals. Act as primary point of contact for client and intermediaries, including accountants, attorneys, and other service providers as required. Responsible for administration of moderate to complex trust accounts, guardianships, investment management accounts, custody accounts and IRAs. This includes managing all accounts in accordance with applicable legal and regulatory requirements, bank policies and procedures, and in conjunction with internal team members and external service providers as appropriate. Responsible for administering moderate and complex estates, guiding beneficiaries through the estate administration and probate process, including coordination with CPAs and outside counsel on preparation and filing of estate tax returns. Maintain broad-based technical knowledge of investments, tax, legal and bank operations. Serve as Member of Board Trust Committee for annual fiduciary reviews. Serve as member of Trust Administrative Committee for review of discretionary actions and the Trust Investment Committee. Independently and timely respond, in compliance with terms of the controlling trust instrument, to various client requests for items such as discretionary distributions, bill paying, gifts & contributions and acquisitions and sales. Review documents to ensure that all transactions are in compliance with the trust agreement, applicable laws, and internal policies. Handle certain aspects of trust account opening and/or closing/termination in coordination with Trust Operations and trust Investments. Identify and coordinate the resolution of tax matters arising during the course of trust administration including fiduciary tax issues and personal tax issues, and overall tax implications of distributions. Uphold a respected external profile and serve on community boards; demonstrate an ability to work productively with advisors and centers of influence. Work closely with the private bank and other bank affiliates to take holistic approach in meeting customer needs. Coordinate with the Investment Manager to service and support the administration of the accounts and provide ongoing high touch personal service. MINIMUM QUALIFICATIONS: Work Experience Four to six years' experience as a Trust Officer, practicing attorney or comparable experience in related industry Preferred Experience ( Optional ) Minimum of 10 years of experience in fiduciary related business, preferably at a bank trust department or trust company handling fiduciary accounts, including estate administrations. Doctor of Jurisprudence Degree from an accredited law school or Certified Trust and Fiduciary Advisor (CTFA) certification Supervisory Experience N/A Education/Skills Bachelor's degree from an accredited university. Law degree or certified public accountant certification (preferred) Position Includes Driving Yes, valid driver's license required. Competency Requirements Must be able to focus on details Must be able to work independently and meet multiple trading and administrative deadlines Must be able to interpret information and initiate instructions per trust documents Must be even tempered to address critical and sensitive issues with clients Physical Requirements Must be able to lift, push and pull files up to 15 pounds Must be able to be mobile in an office environment Must be able to drive to meet clients Must be able to move when assisting clients with physical assets Must be able to type on a keyboard Must be able to sit or stand in front of a computer to read information Must be able to see to read trust documents on paper and on computer screens Must be able to speak to communicate with clients, vendors, Trust Committee and other employees Equipment/Machines/Software Excellent computer literacy in Microsoft Programs (Outlook, Word, Excel, and Power Point). Proficiency in Adobe and various search engines. Experience in utilization of Trust Software. Ability to work with office equipment such as copiers, scanners, shredders, fax, and other electronic devices. This job description does not imply an employment contract, nor is it intended to include every duty and responsibility for which the employee is responsible. Duties and tasks may be assigned by the management team based on department and business needs. Jefferson Bank is an EEO employer and an Affirmative Action Employer, M/F/Disability/Protected Veteran Status. Click the link below to be redirected to the Equal Employment Opportunity Commission's website to view the “Know Your Rights” Poster: ********************************************************************************************