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Origin Bancorp jobs - 80 jobs

  • Commercial Portfolio Manager I

    Origin Bancorp 4.0company rating

    Origin Bancorp job in Frisco, TX

    Daily management of assigned commercial loan relationships for Commercial Relationship Banker's (CRB's), including providing a high level of customer support, obtaining financial and collateral information, monitoring covenant and borrowing base compliance, taking ownership of managing CRB exception lists, assisting in the preparation of the credit approval packages, preparation of term sheets and commitment letters, and documenting and closing requests by performing the following duties. Duties and Responsibilities include the following. Serves as a client relationship representative to all customers by listening, researching, and complaint/inquiry resolution as needed. Provides guided levels of support, with direct supervision, to CRBs and the entire lending team on commercial relationships. Monitors compliance with legal, regulatory and credit policies on loan documentation, credit approvals and funding, correcting exceptions, and monitoring resolutions. Coordinates credit underwriting process and preparation of credit approval packages. Monitors loan agreement covenants and borrowing base compliance, as well as report exceptions. Ensures ongoing timely receipt of financial information consistent with bank policy. Proactively ensures expiring credit facilities are re-underwritten and appropriately re-established. Consults with Relationship Managers and Credit to make recommendations on risk ratings. Reviews equipment and real estate appraisals in conjunction with Relationship Managers. Assists with Watch List credits (prepares CARs; communicates with customers regarding reducing credit exposure, paying off or refinancing notes, or rehabbing operational and financial results). Inputs loan requests and supporting information into loan processing software. Maintains an active role in community affairs by participation in community organizations/projects to improve the bank's visibility in the area and enhance business opportunities. Supervisory Responsibilities This job has no supervisory responsibilities. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience Bachelor's degree (B. A.) from four-year college or university; preferably in Finance, Business, Accounting or related field; minimum of one to three years credit analysis and/or lending experience; working knowledge of federal/state laws related to banking/lending practices; or equivalent combination of education and experience. Advanced knowledge of credit policies, procedures and terminology preferred. Physical Demands While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus. Work Environment The noise level in the work environment is usually moderate. This reflects management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. Origin Bank shall, in its discretion, modify or adjust the position to meet the Bank's changing needs. This job description is not a contract and may be adjusted as deemed appropriate in the Bank's sole discretion. Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws. Know Your Rights Remote positions are intended to be filled in states within our footprint, which includes: Alabama, Florida, Louisiana, Mississippi, and Texas. Any exception to this policy requires further regulatory review and approval by management.
    $116k-204k yearly est. Auto-Apply 11d ago
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  • Commercial Banking Relationship Manager - East Texas

    Origin Bancorp 4.0company rating

    Origin Bancorp job in Tyler, TX

    Summary Primarily responsible for providing leadership and managing the daily activities of Commercial Relationship Bankers, Commercial Portfolio Managers, Commercial Loan Assistants, Treasury Management Officers and/or other related sales and support personnel in the Region. Secondarily responsible for soliciting, negotiating, underwriting, approving, closing and administering large, complex commercial, consumer, energy and/or mortgage loans in compliance with organizational policies/procedures, and state and federal lending laws/regulations to provide maximum profitability to the bank with a minimum of risk. In addition, responsible for developing and retaining depository relationships associated with the lending relationships, which meet established requirements and provide maximum profitability to the bank with a minimum of risk by performing the following duties. Duties and Responsibilities include the following. Promotes team building and lender competency through role modeling, consensus building, effective communication, sharing best practices and routinely reviewing department activity and results. Coaches and mentors staff to adhere to Origin Bank culture. Develops staff skills by identifying training needs and providing access to appropriate internal and external training resources. Development, implementation and administration of annual plan and incentive goals working in conjunction with the Regional/State President. Performs employee evaluations; recommends salary increases, disciplinary actions, and employee discharges. Identifies, recruits and hires qualified staff. Supports the lenders in their business development efforts by making joint sales calls and advising on loan and relationship structure and pricing. Supports the lenders in the administration of Origin Bank loan policy and procedures. Monitors team and individual asset quality and regulatory compliance. Develops new business by contacting prospects and customers. Interviews loan applicants, collects financial and related data, and analyzes related data to determine the general creditworthiness of the prospect, as well as the merits of the specific loan request. Establishes and negotiates, when necessary, the terms under which credit will be extended, including the costs, repayment method, payment schedule, and collateral requirements. Prepares timely recommendations to Senior Management regarding deposit and loan products and competitive rates in our markets. Follows up on specific leads offering business development opportunities, promoting bank services, placing the prospect in contact with the appropriate bank personnel and following through to determine the results of the meeting in an effort to build diverse and profitable banking relationships. Serves as a client relationship representative to all customers by listening, researching, and complaint/inquiry resolution as needed. Promotes bank services and products to improve client awareness and strengthen community knowledge of Origin's products. Maintains an active role in community affairs by participation in community organizations/projects to improve the bank's visibility in the area and offer further opportunities to acquire useful information as well as enhancing business opportunities and the marketing efforts of the bank. Keeps abreast of current trends in banking by regularly attending seminars, reading appropriate periodicals, and attending applicable training. Takes responsibility for special projects as assigned. Make budget recommendations regarding department needs. Recommends changes and new procedures to eliminate weaknesses in practices and procedures. Initiates changes in the basic organization structure to accomplish objectives developed with the Regional President. Implements new work procedures and systems to accomplish bank objectives more efficiently. Supervisory Responsibilities Directly supervises Commercial Relationship Bankers, Loan Assistants, Market Relationship Bankers and/or Treasury Management staff as assigned. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems. Competencies - To perform the job successfully, an individual should demonstrate the following competencies: Analytical and Design - Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Generates creative solutions; Demonstrates attention to detail. Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions. Project Management - Coordinates and completes projects on time and budget. Interpersonal Skills/Customer Service - Maintains confidentiality; Remains open to others' ideas and tries new things; Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Meets commitments. Oral and Written Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings; Writes clearly and informatively; Able to read and interpret written information. Teamwork - Gives and welcomes feedback; Contributes to building a positive team spirit; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed. Delegation and Change Management - Delegates work assignments; Prepares and supports those affected by change. Leadership and Managing People - Inspires others to perform well; Gives recognition to others; Includes staff in planning, decision-making, facilitating & process improvement; Provides regular performance feedback. Business Acumen and Cost Consciousness - Understands business implications of decisions; Demonstrates knowledge of market and competition; Works within approved budget. Organizational Support - Follows policies and procedures; Supports organization's goals and values; Benefits organization through outside activities. Strategic Thinking - Adapts strategy to changing conditions; Analyzes market and competition. Judgment and Motivation - Displays willingness to make decisions; Exhibits sound and accurate judgment; Includes appropriate people in decision-making process; Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles. Professionalism - Reacts well under pressure; Treats others with respect and consideration regardless of their status or position. Quality and Quantity - Demonstrates accuracy and thoroughness; Completes work in timely manner. Adaptability and Innovation - Adapts to changes in the work environment; Manages competing demands; Develops innovative approaches and ideas; Presents ideas and information in a manner that gets others' attention. Attendance/Punctuality and Dependability - Arrives at meetings and appointments on time; Commits to long hours of work when necessary to reach goals. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience Bachelor's degree (B. A.) from four-year college or university; preferably in Finance, Business, Accounting or related field; minimum of ten years strong performance in client relations in commercial banking with an emphasis on energy lending, investments, or sales arenas, preferably within roles of increasing responsibilities. In addition, minimum five years management experience preferably in managing lenders. Must have an in-depth knowledge of all aspects of commercial banking and an ability to quickly learn new products and services. Computer Skills To perform this job successfully, an individual should have knowledge of the Internet, Outlook, Microsoft Word and Excel. Ability to learn bank-specific software such as MPC, IBS, ADP, etc. Ability to use basic office machines. Bank Culture/Customer Service Skills Ability and judgment to interact and communicate appropriately with other employees, customers and supervisor. Ability to serve customers, both internal and external, (community/public) in a manner that will reflect superior customer relations and enhance the overall marketing effort of Origin Bank. Physical Demands While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus. Work Environment The noise level in the work environment is usually moderate. This reflects management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. Origin Bank shall, in its discretion, modify or adjust the position to meet the Bank's changing needs. This job description is not a contract and may be adjusted as deemed appropriate in the Bank's sole discretion. Origin Bank is an equal opportunity employer and we do not discriminate in hiring or employment on the basis of race, color, sex, age, marital or veteran status, non-job related disability, religion, national origin, genetic information or any other basis protected by law. Remote positions are intended to be filled in states within our footprint, which includes: Alabama, Florida, Louisiana, Mississippi, and Texas. Any exception to this policy requires further regulatory review and approval by management.
    $61k-95k yearly est. Auto-Apply 60d+ ago
  • Executive Assistant to the Chairman & CEO

    Extraco Banks, N.A 3.8company rating

    Waco, TX job

    Extraco Corporation/Banks seeks a professional Executive Administrative Assistant to support our Chairman & Chief Executive Officer. This position is located in our Corporate offices in Waco, Texas. Provides high-level support on behalf of the Chairman/CEO for cross-functional, collaborative work and special projects as they arise. Organizes and manages agendas, pre-work, logistics for meetings and events, including corporate and bank board meetings. Manages and coordinates the Chairman/CEO's calendar and prepares them for upcoming day's work. Provides accurate and timely handling of various reports, record keeping, and oral and written correspondence. Provides excellent customer service when fielding questions and requests from direct reports and executive team. Ensures key staff members are informed and included in key decision-making. Education: Bachelor's degree preferred. Experience Required and Personal Characteristics: 5 years of executive or administrative assistant experience Excellent and concise verbal and written communication skills Ability to produce high quality work with short deadlines and numerous interruptions Ability to maintain confidentiality Good problem-solving skills and attention to detail, ability to anticipate needs Polished and professional demeanor in person, online, and via phone Highly organized Flexible, congenial work style, team player We are an Equal Opportunity Employer M/F/D/V. Extraco provides reasonable accommodation for persons with disability
    $58k-81k yearly est. 60d+ ago
  • Business Intelligence Administrator

    Extraco Banks, N.A 3.8company rating

    Waco, TX job

    The Business Intelligence Administrator - CDP is responsible for managing the bank's Customer Data Platform (CDP) system, ensuring it supports the bank's sales, marketing, and reporting goals. This includes configuration, maintenance, troubleshooting, and optimization of the systems to improve customer interactions and operational efficiency. The Business Intelligence Administrator will also have some responsibility over developing reports, visualizations, and insights to support business decisions across departments. Key Responsibilities CDP System Administration Manage day-to-day operations of the platform, ensuring stability and performance. Configure and customize the platform to meet the bank's business needs, including workflows, dashboards, reports, and user roles. Perform regular system updates, patches, and backups. Participate in discovery meetings to understand user requirements and translate them into technical solutions. Data Management and Integrity Ensure the accuracy, security, and integrity of customer data within the platform. Enforce data governance policies, including de-duplication and data cleansing. Manage data imports and exports as needed for reporting and integrations. Integration and Automation Collaborate with IT and third-party vendors to integrate the platform with other bank systems (e.g., core banking, marketing tools, and analytics platforms). Design and implement automation workflows to streamline processes like lead tracking, customer onboarding, and service requests. Analytics and Reporting Design and deliver recurring and ad hoc reports from CDP for business units such as Lending, Retail Banking, Finance, and Compliance. Write and optimize SQL queries to retrieve data from core systems and data warehouses. Document reporting logic and assumptions for audit and repeatability. Compliance and Risk Management Ensure the platforms comply with banking regulations and data privacy laws. Collaborate with compliance and IT teams to conduct regular audits and risk assessments. Implement access controls and monitor for unauthorized activity. Qualifications Bachelor's degree in information systems, finance, statistics, or related field. 1-3 years of experience in a reporting or analyst role (financial institution experience preferred). Proficiency with SQL and Microsoft Excel; exposure to Power BI, Tableau, or equivalent tools. Strong attention to detail and ability to manage multiple tasks simultaneously. Strong communication skills and a willingness to learn the banking domain.
    $67k-104k yearly est. 60d+ ago
  • Sr. Trust Advisor

    Extraco Banks, N.A 3.8company rating

    Waco, TX job

    Extraco Banks is seeking a Sr. Trust Advisor to join our team. This opportunity is in our Waco, Texas office. Summary: The Senior Trust Advisor is responsible for the administration, oversight, and strategic management of a portfolio of complex trust and estate accounts. This individual will serve as the primary advisor to high-net-worth clients and their families, providing expert guidance on trust administration, estate planning, fiduciary responsibilities, and wealth transfer strategies. The role also involves collaborating with internal teams and external advisors to deliver comprehensive wealth management experience to clients and prospects. Responsibilities and Duties: Trust Administration: Manage a book of trust and fiduciary accounts, ensuring compliance with governing documents, applicable laws, and fiduciary standards. Interpret and apply trust and estate planning documents such as wills, revocable/irrevocable trusts, charitable trusts, and generation-skipping trusts. Client Relationship Management: Serve as the primary point of contact for assigned clients, building long-term relationships based on trust and expertise. Proactively identify clients' needs and recommend appropriate fiduciaries, investment, and wealth planning solutions. Estate and Wealth Planning: Advise clients and beneficiaries on estate and wealth transfer strategies in collaboration with legal, tax, and investment professionals. Stay current on changes in trust and estate laws, tax regulations, and fiduciary best practices. Risk Management & Compliance: Ensure that trust accounts are administered in accordance with applicable laws, company policies, and regulatory requirements. Participate in audits, risk reviews, and compliance processes as needed. Team Collaboration: Work closely with investment officers, financial planners, tax advisors, and legal counsel to provide holistic wealth management services. Mentor junior officers and contribute to the professional development of team members. Qualifications: Education: Bachelor's degree required; advanced degree (JD, MBA, or similar) preferred. Certifications: CTFA (Certified Trust and Fiduciary Advisor), CFP , or related certification highly preferred. Experience: Minimum of 7-10 years of experience in trust administration, estate planning, or private wealth management. Skills: Deep knowledge of fiduciary principles, estate planning, tax law, and financial instruments. Proven ability to retain and grow client relationships. Strong analytical and problem-solving abilities. Ability to handle sensitive client relationships with discretion and professionalism. Preferred Attributes: Experience working with ultra-high-net-worth individuals and family offices. Exceptional interpersonal and communication skills. Familiarity with trust accounting systems and CRM platforms. Extraco provides excellent benefits and competitive compensation. We are an Equal Opportunity Employer M/F/Disability/protected veteran status. Extraco provides reasonable accommodation for people with disabilities.
    $89k-113k yearly est. 60d+ ago
  • Market Leader - Dallas Branch

    Bankunited 4.7company rating

    Dallas, TX job

    SUMMARY: Manages assigned branches (1- 3) by performing the following duties personally or through direct reports. Reinforces behaviors through coaching and modeling of expected sales and service behaviors, customer service standards, operational integrity, and actual branch performance. Meets or exceeds individual and branch sales goals. Approximately 70% of time is spent in business acquisition mode. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned. Ensures the branch meets and exceeds established sales and revenue goals and credit quality standards through personal production and activity management, while minimizing expenses. Creates vision of the activities of a Branch, involving full responsibility and accountability for budget, personnel and goal-achievement. Meets and exceeds personal production goals for credit, deposit, and fee income categories and ensures that assigned branches meet or exceed assigned production goals. Develops plans for the expansion and management of business and consumer account relationships within a branch. Delivers business plan growth and income objectives. Manages, coaches and supports branch employees on developing, managing and growing profitable customer relationships to support these efforts. Identifies customers with additional profit potential and develop action plans to expand these relationships. Maintains an understanding of all current financial products, policies, procedures and regulations. Ensures overall compliance and operational risk controls in accordance with bank and/or regulatory standards and policies. Adheres to all current policies, procedures, and audit requirements. Maintains prescribed security controls and compliance with current regulatory legislation in order to protect the branch against criminal and fraudulent operations and unnecessary risk or exposure. Develops programs and reward systems to increase morale, develop employees, etc. in order to assist in reducing turnover. Develops new business and expand existing business through business and consumer customer contact meetings. Develops collaborative partnerships with other business lines within the bank. Represents the Bank in the community in manner which maintains and expands friendly relationships with individuals, business persons, civic organizations, service clubs, etc. Encourages subordinates to participate as well. Reports respective involvement to the Bank's CRA Officer on a periodic basis. Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.). Adheres to Bank policies and procedures and completes required training. Identifies and reports suspicious activity. SUPERVISORY RESPONSIBILITIES Supervises function, projects or services and/or one or more employees, as applicable. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance coaching; rewarding and disciplining employees; addressing complaints and resolving problems. EDUCATION Bachelor's Degree preferred And EXPERIENCE 5+ years related management/supervisory and/or sales experience required An approved combination of education and industry related experience equivalent to the aforementioned requirements CERTIFICATES, LICENSES, REGISTRATIONS DL NUMBER - Driver License, Valid and in State required Please be advised that new hires will be required to attend a two-week Retail Training Class from 9am -- 5pm in either Miami Lakes or Boynton Beach. The Company may reimburse for mileage exceeding the distance of an employee's daily commute to his/her primary office for training. Additionally, for those traveling more than 60 miles each way may inquire about the details of hotel reimbursement.
    $75k-117k yearly est. 8h ago
  • Private Banker - Waco

    Extraco Banks, N.A 3.8company rating

    Waco, TX job

    Extraco Banks is seeking a Private Banker to join our Private Banking team. This position is located on site in Waco, Texas. Summary: Private Banking is responsible for developing, managing, and retaining full personal relationships with high income/high net worth Private Banking Clients. The Private Banker will provide banking strategies, advice, solutions, and a high level/high touch experience that is customized to meet the financial needs of Private Banking clients. The Private Banker is trusted with developing and maintaining client relationships as the primary point of contact by engaging the resources of other parts of the organization to provide meaningful and personalized service Essential Duties and Responsibilities: Establish and maintain strong relationships with existing Premier Banking clients, serving as their primary point of contact for all banking needs. Identify and develop new relationships of potential Private Banking Clients both internal and external to the bank. This will include developing relationships through referrals from clients, Center of Influences, personal community involvement, internal partners, and mining for prospects in the existing Customers. Profile across the full spectrum of the needs of Private Banking segments and provide tailored advice in collaboration with internal stakeholders. Utilize planning capabilities and develop solutions across consumer lending, deposit, investment, and all other appropriate services. Work closely with the Private Banking Manager to develop, design, and create new and existing product enhancements that will contribute to the growth of the Private Bank and its customers. Collaborate with other departments within the bank to ensure that clients receive excellent service and that the bank's goals are achieved. Identify additional opportunities from existing Clients and leverage all resources and other colleagues to successfully become the client's lead or sole provider. Manage relationships and a portfolio of Clients by planning, delivering, and regular review with clients. Deliver a high degree of personal contact and open communication among clients and internal team that creates an extraordinary experience. Facilitate financial needs assessment review with clients and monitor their ongoing financial and personal circumstances to make adjustments or take action accordingly. Ensure that the proposed solutions maximize the clients' goals and objectives. Coordinate commercial, consumer and other loan requests through established processes. Ensure that relationship/product growth plans have been developed in collaboration with the Director of Private Banking, and are implemented. Develop detailed knowledge of products and services offered by Extraco Corporation including commercial loans, consumer loans, depository accounts, consulting, etc. Prepare and deliver presentations to clients on various financial topics. Maintain accurate and up-to-date records of client interactions, sales activities, and performance metrics. Participate in community events and activities to promote the bank and build relationships with potential clients. Keep up-to-date with industry trends and regulations, and ensure compliance with applicable laws and regulations. May work on projects with limited complexity in a support or advisory role. Performance Measurements Functions and banking services are effectively performed and completed in accordance with established Extraco policies, procedures and legal and regulatory requirements. Documents and reports are completed accurately, efficiently and in a timely fashion. Good working relationship/partnerships exist with Extraco personnel, management, customers, and vendors. Adheres to prescribed KPI goals including but not limited to new business acquisition, product, deposit, loan growth, Client satisfaction, and Client retention. QUALIFICATIONS EDUCATION/CERTIFICATION Bachelor's degree in Business preferred, or equivalent work experience SKILLS/ABILITIES Strong relationship management and team building skills; views team concept as critical to model. Effective oral and written communication skills. Good communication and public relations skills. Ability to cooperate with and assist others both externally and internally. Good organizational and time management skills with ability to handle multiple tasks under tight time frames. Goal-oriented and driven to achieve individual and team objectives. Attention to detail and accuracy. Understanding of banking regulations and compliance requirements. Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to accept instruction, prioritize and follow through on work assignments. Ability to write reports, business correspondence and procedural manuals. Ability to calculate figures such as interest, ratios, loan growth, and percentages. Ability to operate modern office equipment and software.
    $55k-96k yearly est. 60d+ ago
  • Senior Asset Liability Analyst

    Origin Bank 4.0company rating

    Origin Bank job in Tyler, TX

    Your Career. Your Story. Let's Write the Next Chapter Together. At Origin Bank, a job isn't just a paycheck - it's a meaningful journey. We're committed to helping you grow both professionally and personally in an environment where people come first. We offer a competitive total rewards package, including generous benefits and compensation tailored to your skills, experience, and education. What truly sets us apart is our people-first culture. Here, you'll be supported by unique initiatives like our Dream Manager program, one-on-one guidance from a nationally certified health and wellness coach, and free access to certified financial professionals who are here to help you plan for your future. If you're looking for a career that empowers you to make meaningful connections, positively impact others, and pursue your personal and professional dreams-we'd love to meet you. Apply today and start the most rewarding chapter of your career with us. Summary: The Senior Asset Liability Analyst role will be responsible for analyzing Origin's interest rate risk position through modeling, analyzing data in the ongoing management of the Bank's market risk assessment process and making recommendations to ensure the market risk remains within acceptable limits to the bank. This role will prepare information and reports for ALCO in support of governance process. It will also analyze data and models in order to make recommendations regarding the net interest margin, the bank's key measure of profitability. Summary - The Senior Asset Liability Analyst role will be responsible for analyzing Origin's interest rate and liquidity risk position through modeling, analyzing data, and making recommendations to ensure risk remains within acceptable limits to the bank. This role will prepare information and reports for ALCO in support of governance process. It will also analyze data and models in order to make recommendations regarding the net interest margin, the bank's key measure of profitability. Duties and Responsibilities * Performs complex analysis and measurements in the areas of interest rate risk, liquidity risk, asset liability forecasting and other cash flow risk measurements. * Analyze model inputs and data feeds (outputs) for accuracy. * Review user reporting for reasonableness, alerting management to anomalous results and providing appropriate analysis. * Utilize data to create trend analyses for monitoring assumptions and market risk activities. * Functions as subject matter expert on net interest margin fluctuations and periodic net interest margin forecast updates. * Responsible for processing and accuracy of the company's Funds Transfer Pricing (FTP) * Strong understanding of FTP and other internal profitability metrics * Utilizes models and knowledge base for annual internal stress testing. * Ensures accuracy of models through back-testing process and review of key results. * Recommend model improvements and updates as needed. * Develop / enhance documentation to align with internal Model Validation standards. Supervisory Responsibilities - This role does not have supervisory responsibilities. Competencies - To perform the job successfully, an individual should demonstrate the following competencies: Analytical and Design - Synthesizes complex or diverse information; Collects and researches data; Demonstrates attention to detail. Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Works well in group problem solving situations. Interpersonal Skills/Customer Service - Maintains high level of confidentiality; Manages difficult or emotional customer situations; Responds promptly to customer needs; Responds to requests for service and assistance; Meets commitments. Oral and Written Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Writes clearly and informatively; Presents numerical data effectively; Able to read and interpret written information. Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Contributes to building a positive team spirit; Puts success of team above own interests; Supports everyone's efforts to succeed. Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values. Judgment - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process. Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently. Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position. Quality and Quantity - Demonstrates accuracy and thoroughness; Completes work in timely manner. Adaptability and Initiative - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events; Asks for and offers help when needed. Attendance/Punctuality and Dependability - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Follows instructions, responds to management direction; Takes responsibility for own actions; Must be able to work under the stress of deadlines; Commits to long hours of work when necessary to reach goals. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience Bachelor's degree (B. A.) from four-year college or university in Finance, Accounting or related field required; minimum 5 years experience involving asset liability analytics of a bank or other financial institution. Must have knowledge and experience in all aspects of asset liability management in a banking environment. Computer Skills To perform this job successfully, an individual should have knowledge of the Internet, Outlook, Microsoft Word and Excel. Ability to use basic office machines. Bank Culture/Customer Service Skills Promotes the Bank's culture, including the support of our Brand promise and Core Values. Ability and judgment to interact and communicate appropriately with other employees, customers and supervisor. Ability to serve customers, both internal and external, (community/public) in a manner that will reflect superior customer relations and enhance the overall marketing effort of Origin Bank. Physical Demands While performing the duties of this job, the employee is frequently required to sit; use hands to operate standard office equipment, talk and hear. The employee is occasionally required to stand; walk; reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. Work Environment The noise level in the work environment is usually quiet. This reflects management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. Origin Bank shall, in its discretion, modify or adjust the position to meet the Bank's changing needs. This job description is not a contract and may be adjusted as deemed appropriate in the Bank's sole discretion. Compensation Details We believe in competitive compensation. The minimum average base pay for this position based on market is: $91,986.00 The minimum base pay could be increased based on factors such as skills, education, or experience. The base pay listed does not include incentives, bonuses, or benefits. We also offer a generous benefits package (more information on benefits can be found here). Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws. Know Your Rights
    $92k yearly Auto-Apply 3d ago
  • Credit Risk Review Officer

    Origin Bank 4.0company rating

    Origin Bank job in Dallas, TX

    Summary Analyzes credit data and financial statements of individuals and/or firms to determine the degree of risk involved for the administration of an effective post-closing annual credit review function for the bank as well as daily management support of assigned covenant compliance tests for commercial clients by performing the following duties. Essential Duties and Responsibilities include the following. * Performs annual reviews on credit relationships of $2,500,000 and greater. * Identifies and analyzes areas of potential risk to the assets, earning capacity, or success of organization (including but not limited to more complex credits). * Gathers risk-related data from internal or external resources in order to analyze credit data and financial statements to determine the degree of risk involved. * Performs and administers the loan agreement covenant compliance monitoring system by reviewing and interpreting confidential financial statements, tax returns and supporting schedules to be used for covenant tests for borrowers and/or guarantors bank-wide based on their existing business loan agreements. * Responsible for determining if covenant violations exist, and if so, immediately advises and works with the Relationship Manager to resolve the violations and to ensure credit is properly risk-rated. * Assists relationship managers in assessing covenants and monitoring procedures. * Consults with Relationship Managers and Credit Officers to make recommendations on risk ratings. * Ensures Compliance with related SOX Controls. * Provides support for borrowing base certificate monitoring process as needed. * Recommends changes and new procedures to improve efficiency in existing processes and procedures. * Assists Credit Risk Management Department as needed to carry out objectives. Additional Duties may include the following. * Provides additional assistance as needed by Credit Risk Manager. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies - To perform the job successfully, an individual should demonstrate the following competencies: Analytical and Design - Synthesizes complex or diverse information; Collects and researches data; Demonstrates attention to detail. Problem Solving - Gathers and analyzes information skillfully; Works well in group problem solving situations. Project Management - Completes projects on time and budget. Interpersonal Skills/Customer Service - Maintains confidentiality; Listens to others without interrupting; Remains open to others' ideas and tries new things; Responds promptly to customer needs; Responds to requests for service and assistance; Meets commitments. Oral and Written Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Writes clearly and informatively; Edits work for spelling and grammar; Presents numerical data effectively; Able to read and interpret written information. Teamwork - Balances team and individual responsibilities; Contributes to building a positive team spirit; Puts success of team above own interests. Business Acumen - Understands business implications of decisions. Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values; Supports affirmative action and respects diversity. Judgment - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions. Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently. Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position. Quality and Quantity - Demonstrates accuracy and thoroughness; Completes work in timely manner. Adaptability and Initiative - Adapts to changes in the work environment; Asks for and offers help when needed. Attendance/Punctuality and Dependability - Is consistently at work and on time; Arrives at meetings and appointments on time; Follows instructions, responds to management direction; Commits to long hours of work when necessary to reach goals. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience Bachelor's degree (B. A.) from four-year college or university, with Finance or Accounting degree preferred. Also seven to ten years related experience required. Language Skills Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization. Mathematical Skills To successfully perform this job, it requires the ability to calculate financial ratios including those ratios that measure liquidity, activity, leverage, coverage and profitability. Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry. Reasoning Ability Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Computer Skills To perform this job successfully, an individual should have knowledge of the Internet, Outlook, Microsoft Word, Excel and PowerPoint. Ability to use basic office machines such as 10-key adding machine, computer keyboard, telephone, fax machine and copy machine. Bank Culture/Customer Service Skills Ability and judgment to interact and communicate appropriately with other employees, customers and supervisor. Ability to serve customers, both internal and external, (community/public) in a manner that will reflect superior customer relations and enhance the overall marketing effort of Origin Bank. Compliance Requirements Responsible for compliance under the requirements of the BSA, AML, OFAC and CIP related policies as well as adherence to the bank's procedures to fulfill the requirements of the regulations. Must report any unusual or suspicious activity involving customers or fellow employees to the BSA Department. Other Skills and Abilities Ability to read and comprehend commercial and residential appraisals. Remains current with changes in USPAP, FIRREA, and CTB Lending Policy at all times. Physical Demands 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. While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. This reflects management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. Origin Bank shall, in its discretion, modify or adjust the position to meet the Bank's changing needs. This job description is not a contract and may be adjusted as deemed appropriate in the Bank's sole discretion. Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws. Know Your Rights Remote positions are intended to be filled in states within our footprint, which includes: Alabama, Florida, Louisiana, Mississippi, and Texas. Any exception to this policy requires further regulatory review and approval by management.
    $99k-159k yearly est. Auto-Apply 60d+ ago
  • Community Development Intern

    Origin Bank 4.0company rating

    Origin Bank job in Dallas, TX

    Gain valuable insight into the banking industry through daily business interactions while learning the importance of building relationships and enhancing a strong work ethic. Opportunities will range from Accounting/Finance, Mortgage, Operations, Lending, Human Resources, etc. into the area of your field of study and you will develop a wide range of general business skills and etiquette, through real-world experiences, applications and processes. Origin Bank is excited to announce we're hiring for our G.I.V.E Summer Internship Program! We are currently seeking Junior and Senior college level students to work as an Intern for an 8-week summer internship starting early June and ending early August 2026. Our G.I.V.E Internship Program (Giving Interns Valuable Experience) provides the opportunity for interns to gain valuable insight into the banking industry through daily business interactions while learning the importance of building relationships and enhancing a strong work ethic. As an intern, you will develop a wide range of general business skills and etiquette, through real-world experiences, applications and processes. The ideal Community Development Intern will work closely with the Compliance and CRA team and perform the following duties: * Assist with the development of presentations and materials supporting Community Relations initiatives. * Coordinate and document Community Reinvestment Act (CRA) needs assessments across all markets. * Support the coordination of financial literacy and consumer coaching programs across all markets. * Assist with the coordination of SBA SCORE activities, Junior Achievement initiatives, and Small Business Development Center (SBDC) programs across all markets. * Support Career and Technology Education (CTE) initiatives by coordinating activities and tracking participation. * Build and maintain non-profit-facing input forms for donation requests. * Build and maintain volunteer reporting input forms to track employee engagement. * Assist with updates and refreshes to the CommNet CRMT system and CRA-related webpages. * Draft correspondence to nonprofit organizations outlining information required for CRA donation requests. * Create tip sheets and reference materials for bankers related to CRA Community Development Loans (CDLs), services, and donations. * Provide general administrative and project support to the Community Relations team as needed. Intern Qualifications/Skills: * Proficiency in Microsoft Office (Word, Excel, Outlook, Power Point & Visio). * Strong attention to detail and organizational skills. * Strong written and verbal communication skills. * Effective interpersonal skills. * Proficient in time management, multitasking and prioritizing projects. * General understanding of the banking industry. * Able to work independently or with a team. * Must have at minimum cumulative 3.0 GPA. Preferred Majors: * Business Administration * Finance, Economics or Accounting * Marketing or Communications * Public Administration * Nonprofit Management * Community Development * Political Science * Sociology or Social Work * Urban Studies or Public Policy Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws. Know Your Rights Remote positions are intended to be filled in states within our footprint, which includes: Alabama, Florida, Louisiana, Mississippi, and Texas. Any exception to this policy requires further regulatory review and approval by management.
    $32k-38k yearly est. Auto-Apply 25d ago
  • Business Lending Services Underwriter II

    Origin Bank 4.0company rating

    Origin Bank job in Longview, TX

    Your Career. Your Story. Let's Write the Next Chapter Together. At Origin Bank, a job isn't just a paycheck - it's a meaningful journey. We're committed to helping you grow both professionally and personally in an environment where people come first. We offer a competitive total rewards package, including generous benefits and compensation tailored to your skills, experience, and education. What truly sets us apart is our people-first culture. Here, you'll be supported by unique initiatives like our Dream Manager program, one-on-one guidance from a nationally certified health and wellness coach, and free access to certified financial professionals who are here to help you plan for your future. If you're looking for a career that empowers you to make meaningful connections, positively impact others, and pursue your personal and professional dreams-we'd love to meet you. Apply today and start the most rewarding chapter of your career with us. Performs underwriting duties for loan relationships of $2.5 million or less in compliance with organizational policies/procedures and state and federal lending laws/regulations by performing the following duties. Word Summary Performs underwriting duties for commercial loan relationships of $3 million or less in compliance with organizational policies/procedures and state and federal lending laws/regulations by performing the following duties. Essential Duties and Responsibilities include the following. * Evaluates loan applications up to and including loan relationships of $3 million or less for business purposes. * Analyzes income and debt levels to determine Debt Service Coverage (DSC) ratios which are critical when determining repayment ability. * Spreads and analyzes financial statements and tax returns for potential and existing customers and guarantors. * Prepares company cash flows, global cash flows, financial analysis, and collateral valuations for loan requests. * Reviews and Interprets spreads and financial info using trend analysis, ratio analysis, and other financial analysis tools for use in evaluation larger and more complex credits. * Decisions loan applications for either approval as submitted, conditional approval or denial. * Evaluates an individual's credit score (or business credit score) and historical payment records. * Assesses the risks associated with the pricing of the credit (interest rate risk), the current economic climate (market risk) and the industry or the occupation (industry risk) of the applicant. * Provides written comments to support loan decisions with each loan application that will become a permanent part of the file. * Builds and maintains strong relationships with lenders, loan assistants, and loan support staff. * Provide guidance to lenders on loan policy requirements, structure, collateral, loan covenants, and monitoring requirements for new or existing business loan requests in order to maximize profitability and minimize risk and policy exceptions. * Generally focuses on the underwriting of larger and more complex credits that require a more thorough and detailed analysis * Attends risk department/division meetings as required to maintain a current working knowledge of substandard and other higher risk relationships. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies - To perform the job successfully, an individual should demonstrate the following competencies: Analytical and Design - Synthesizes complex or diverse information; Collects and researches data; Demonstrates attention to detail. Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully. Project Management - Coordinates projects; Communicates changes and progress; Completes projects on time and budget. Interpersonal Skills/Customer Service - Focuses on solving conflict, not blaming; Maintains confidentiality; Remains open to others' ideas and tries new things; Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service ; Responds to requests for service and assistance; Meets commitments. Oral and Written Communication - Listens and gets clarification; Responds well to questions; Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information. Teamwork - Balances team and individual responsibilities; Contributes to building a positive team spirit; Puts success of team above own interests; Supports everyone's efforts to succeed. Business Acumen - Understands business implications of decisions. Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; supports organization's goals and values. Judgment - Displays willingness to make decisions; Exhibits sound and accurate judgment; Includes appropriate people in decision-making process; Makes timely decisions. Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently. Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position. Quality and Quantity - Demonstrates accuracy and thoroughness; Completes work in timely manner. Meets quarterly production goals. Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events. Attendance/Punctuality and Dependability - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Follows instructions, responds to management direction. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience Bachelor's degree (B. A.) from four-year college or university; minimum five years' experience as a business underwriter; or equivalent combination of education and experience. Language Skills Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. Mathematical Skills Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry. Reasoning Ability Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form. Computer Skills To perform this job successfully, an individual should have knowledge of the Internet, Outlook, Microsoft Excel and Word. Customer Service Skills Ability and judgment to interact and communicate appropriately with other employees, customers and supervisor. Ability to serve customers, both internal and external, (community/public) in a manner that will reflect superior customer relations and enhance the overall marketing effort of Origin Bank. Other Skills Must have strong working knowledge of the Origin Bank Lending Policy in order to provide proper decisioning of loan applications. Physical Demands 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. While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; sit and use hands to finger, handle, or feel. The employee is occasionally required to reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. This reflects management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. Origin Bank shall, in its discretion, modify or adjust the position to meet the Bank's changing needs. This job description is not a contract and may be adjusted as deemed appropriate in the Bank's sole discretion. Word Compensation Details We believe in competitive compensation. The minimum average base pay for this position based on market is: $91,986.00 Word The minimum base pay could be increased based on factors such as skills, education, or experience. The base pay listed does not include incentives, bonuses, or benefits. We also offer a generous benefits package (more information on benefits can be found here). Word Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws. Know Your Rights
    $92k yearly Auto-Apply 44d ago
  • Senior Commercial Underwriter

    Origin Bancorp 4.0company rating

    Origin Bancorp job in Dallas, TX

    Summary Analyzes credit data to estimate degree of risk involved in extending credit or lending money to commercial businesses or individuals; Leads their respective teams; assumes the responsibilities of a manager by performing the following duties. Duties and Responsibilities include the following. Conduct thorough analysis of financial statements and assessment of credit requests on complex commercial credit relationships of $2,500,000 and greater. Keep up to date with the company's lending protocols. Ability to effectively manage competing deadlines for projects in a high-pressure work environment, with varying degrees of supervision and a working knowledge of accounting principles and financial techniques Research skills Strong problem-solving, mathematical and analytical skills Excellent written and verbal communication skills Ability to maintain confidentiality Proficiency with computers and computer software, like programs that aid in statistical and financial calculations Proficiency with financial reports and statements Strong attention to detail and ability to notice discrepancies in data Impeccable understanding of financial statements, ratios, and concepts The ideal candidate should be self-motivated, be a team player and have a strong work ethic. Performs loan reviews/annual reviews on selected borrowers and guarantors for commercial credit relationships of $2,500,000 and greater. Performs cash flows, financial credit analysis, collateral valuations, global cash flows, etc. for commercial borrowers and guarantors on credit relationships of $2,500,000 and greater. Accompanies relationship managers on customer calls and site visits of potential and existing customers as requested / needed. Performs ongoing file maintenance to ensure credit information is uploaded to the credit file in a timely basis as needed. Identifies policy, collateral, and missing document exceptions. Identifies strengths and weaknesses of the relationship. Assists relationship managers in structuring credits, assessing covenants and monitoring procedures. Responsible for training and development of new relationship managers on the credit analysis process. Responsible for training, development, and mentoring of new credit analysts and the CDP analyst on the credit analysis underwriting and processes. Manages and develops Credit Analyst II / III in the department along with the CDP Analyst (Credit Analyst I). Distributes and assigns work flow based on knowledge and complexity in credit manager's absence. Assists Loan Committee, as needed, with reports, agenda, meeting book, minutes of meetings, and any other duties in Credit Analysis Manager's absence. Supervisory Responsibilities Supervises employees of the Credit Analysis Department in manager's absence. May supervise and manage the Credit Analyst II / III. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include training employees; planning, assigning, and directing work; appraising performance in conjunction with management; rewarding and disciplining employees; addressing complaints and resolving problems. Competencies - To perform the job successfully, an individual should demonstrate the following competencies: Analytical - Synthesizes complex or diverse information; Collects and researches data; Demonstrates attention to detail. Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully. Interpersonal Skills/Customer Service - Maintains confidentiality; Manages difficult or emotional customer situations; Responds promptly to customer needs; Meets commitments. Oral and Written Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Writes clearly and informatively; Presents numerical data effectively. Teamwork - Balances team and individual responsibilities; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed. Change Management and Delegation - Communicates changes effectively; Delegates work assignments. Leadership and Managing People - Exhibits confidence in self and others; Inspires and motivates others to perform well; Gives appropriate recognition to others; Makes self available to staff; Develops subordinates' skills and encourages growth; Continually works to improve supervisory skills. Organizational Support - Follows policies and procedures; Supports organization's goals and values. Judgment and Motivation - Displays willingness to make decisions; Exhibits sound and accurate judgment; Includes appropriate people in decision-making process; Makes timely decisions; Demonstrates persistence and overcomes obstacles. Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently. Professionalism - Reacts well under pressure; Treats others with respect and consideration regardless of their status or position. Quality and Quantity - Demonstrates accuracy and thoroughness; Completes work in timely manner. Adaptability, Initiative and Innovation - Adapts to changes in the work environment; Manages competing demands; Able to deal with frequent change, delays, or unexpected events; Asks for and offers help when needed; Generates suggestions for improving work. Attendance/Punctuality and Dependability - Is consistently at work and on time; Follows instructions, responds to management direction; Commits to long hours of work when necessary to reach goals. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience Bachelor's degree (B. A.) from four-year college or university, Accounting or Finance degree preferred; seven or more years credit analysis experience required; or equivalent combination of experience in Credit / Banking. Computer Skills To perform this job successfully, an individual should have knowledge of basic knowledge of computer applications such as Moody's, the Internet, Outlook, Microsoft Word and Excel. Ability to use bank-specific software such as MPC, IBS, ADP, etc. Ability to use basic office machines. Bank Culture/Customer Service Skills Promotes the Bank's culture, including the support of our Brand promise and Core Values. Ability and judgment to interact and communicate appropriately with other employees, customers and supervisor. Ability to serve customers, both internal and external, (community/public) in a manner that will reflect superior customer relations and enhance the overall marketing effort of Origin Bank. Physical Demands While performing the duties of this job, the employee is regularly required to sit and talk or hear. The employee is frequently required to walk and use hands to finger, handle, or feel. The employee is occasionally required to stand; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus. Work Environment The noise level in the work environment is usually moderate. This reflects management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. Origin Bank shall, in its discretion, modify or adjust the position to meet the Bank's changing needs. This job description is not a contract and may be adjusted as deemed appropriate in the Bank's sole discretion. Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws. Know Your Rights Remote positions are intended to be filled in states within our footprint, which includes: Alabama, Florida, Louisiana, Mississippi, and Texas. Any exception to this policy requires further regulatory review and approval by management.
    $42k-54k yearly est. Auto-Apply 60d+ ago
  • Assistant Branch Manager - Temple

    Extraco Banks, N.A 3.8company rating

    Temple, TX job

    Job Description: Assistant Branch Manager Location: Temple Description: The Assistant Branch Manager role is a pivotal role responsible for the efficient and compliant operation of the branch. This leadership position involves overseeing day-to-day operations, scheduling, goal achievement, and fostering a positive work environment. Additionally, the Assistant Branch Manager acts as a point of contact in the branch manager's absence and plays a crucial role in coaching and developing the branch team to ensure success while providing exceptional service to customers. Responsibilities that we would like for you to be excited about: Always Fulfill Relationship Banker and Senior Relationship Banker duties while setting the example for the team as a working Supervisor. Provide ongoing coaching and mentoring to team members to enhance their skills and continue to build relationships with our team through regular 1on1s to connect. Create development plans for employees to assist in establishing career paths, achieving sales targets and customer service goals. Foster a positive work environment by leading by example and maintaining open communication with team members. Build a network of business contacts and attend community events to increase the bank's visibility and attract potential customers, resulting in direct contribution to building the business via results and key performance indicators. Refer customers to specialized departments such as mortgage, wealth management and insurance. Assist in managing the branch budgets, controlling expenses, and maximizing profitability. Oversee daily branch operations by assisting with scheduling, audits and the logistical components of cash handling. Step in for the branch manager when they are absent, overseeing critical matters and maintaining branch operations, consistently demonstrating SWARM and other Relationship Banker duties. Other duties as assigned to include Community involvement What we would expect you to bring to the team: Bring a competitor spirit: Face problems squarely, rise to the challenge and make tough decisions. Be a creator: Show flexibility, adapt to change well and have fun. Bring an entrepreneur spirit: Show initiative, seek successes and be goal oriented. Producer: Remain organized, accomplish tasks, take leadership and maintain focus. Team Builder: Help build a top performing team while providing support and helping rally those around you. Stabilizer: Bring confidence, remain cool under pressure and balance priorities and time. Leadership: Have a passion to serve others and to build relationships. Sales Leadership: Have a passion to focus on and help meet corporate goals. Adaptability: Adapt in fast paced environment with constant interruptions. Detail Oriented: Focus and pay close attention to details. Emotional Intelligence: Show empathy and appreciation for others. Excellent Communication: Listen first and demonstrate strong verbal and written skills. Initiative: Be motivated to succeed in this role and attain goals due to own enthusiasm and interest. Positive Attitude: Keep a positive attitude and communicate openly with your manager. Conflict Management: Demonstrate the ability to convert a negative customer experience into a positive one. Experience and Basic Qualifications: High School diploma 5 years of retail banking experience required. 5 years of supervisor experience required in a banking or retail environment with direct oversight of employees. Qualifications that would be a plus: Bachelor's degree in business or finance Certifications or designations obtained in leadership. Work Hours: Hours will vary depending on location assigned. Consistent weekend availability on Saturdays during the hours of 8:30am - 1:00pm. Extraco's Investment in You: Consumer Banking Training Academy that will provide you the tools and knowledge to be successful. Complete career path opportunities for your growth. Ability to take your progress in your own hands with sophisticated software to document your personal development. Partnerships throughout our branch network that can assist in your success. Regular 1on1 meetings and coaching sessions with your leadership team. Active approach to identify ways to improve the employee experience alongside the customer experience. Annual Retail Awards and Recognition Event to celebrate employee successes. Extraco provides excellent benefits and competitive compensation. We are an Equal Opportunity Employer M/F/D/V. Extraco provides reasonable accommodation for persons with disability.
    $39k-51k yearly est. 60d+ ago
  • Enterprise Solution Architect (Payment) Hybrid-Miami Lakes)

    Bankunited 4.7company rating

    Remote or Dallas, TX job

    SUMMARY: The Enterprise Solutions Architect (Payments Platform) will leverage and use technology solutions to enable the organization's future-state business capabilities that, in turn, drive the organization's targeted outcomes. The architect will facilitate and orchestrate the delivery of solutions pertained to payment systems. This individual creates deliverables that help develop a direction for managing the organization's portfolio of "to be" and "as is" solutions -- including systems (meaning not just applications, but also processes and information), shared infrastructure services, and shared application services and components to better match targeted business outcome objectives. Solutions architecture will entail both application and infrastructure architecture both of which will fall under the purview of the Enterprise Solutions Architect. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned. Understand business drivers and business capabilities (future and current state), and determine corresponding enterprise system designs and change requirements to drive the organization's targeted business outcomes Designs and lead the implementation of a solutions architecture across a group of specific business applications or technologies based on enterprise business strategy, business capabilities and business requirements Manages and develop the architecture for a broader scope of projects, working closely with application architects that manage and design architecture for a single project or initiative Provides consulting support to application architects within projects to ensure the project is aligned with the overall enterprise architecture Monitors the current-state solution portfolio to identify deficiencies through aging of the technologies used by the application, or misalignment with business requirements Understand payment technology trends and the practical application of existing, new, and emerging technologies to enable new and evolving business and operating models Analyzes the business-IT environment (run, grow and transform the business) to detect critical deficiencies, and recommend solutions for improvement (systems of record, differentiation and innovation). Analyzes the technology industry, competitors and market trends, and determine their potential impact on the enterprise. Defines the principles, guidelines, standards and solution patterns to ensure solution decisions are aligned with the enterprise's future-state architecture vision. Assists in the development of a roadmap for the evolution of the enterprise application portfolio from future to current state (as defined by the solutions architecture) Facilitates the evaluation and selection of software product standards and services, as well as the design of standard and custom software configurations Consults with application and infrastructure development projects to fit systems or infrastructure to architecture, and identify when it is necessary to modify projects to accommodate the solutions architecture Identifies the organizational impact (for example, on skills, processes, structures or culture) and financial impact of the solutions architecture Documents all solution architecture design and analysis work Works closely with the project management office (PMO) to ensure the execution of plans corresponds with what is being promised Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.). Adheres to Bank policies and procedures and completes required training. Identifies and reports suspicious activity. EDUCATION Bachelor's Degree or higher in Computer Science or related EXPERIENCE 5+ years experience in Banking industry, preferably in Payment Solutions required 5+ years experience in at least two IT solution development disciplines, including technical architecture, cloud architecture, application development, middleware or database management required Experience in Payment platforms and good understanding of products supporting real time payments preferred Familiarity with Fiserv Portfolio or an equivalent preferred Experience implementing and/or projects involving ACH, Wire, RTP, SWIFT Experience with ISO 20022 Experience implementing and/or integrating with Plaid, Venmo, and/or Zelle preferred Experience with SCRUM and preferably SAFe frameworks Experience with the following architectures and patterns: * REST APIs, SOAP, Pub-Sub messaging * Data ingestion and integration * Microservices & containers * Cloud native application architecture and design preferably on Amazon AWS * Relational and NoSQL databases * OLAP and OLTP capabilities and workload planning * Single page application architecture and design * Integration with Commercial off The Shelf applications preferred Experience in defining and maintaining Living Target Enterprise Architectures with using tools like BizzDesign, Lucid or Archi required Experience with UML, BPMN, or preferably Archimate modeling notations preferred Experience in defining and executing Stress, Performance, Load tests and Systems Capacity planning preferred Experience in designing and implementing HA architectures preferred Exposure to multiple, diverse technologies and processing environments CERTIFICATES, LICENSES, REGISTRATIONS ISC2's CISSP, ISACA's CISA, The Open Group's TOGAF, SANS' GAIC, ISACA's CISM preferred KNOWLEDGE, SKILLS AND ABILITIES Good understanding of strategic and new and emerging technology trends, and the practical application of existing, new and emerging technologies to new and evolving business and operating models Understanding of agile methods and processes, and capability of supporting agile project teams by providing advice and guidance on opportunities, impact and risks, taking account of technical and architectural debt Exceptional interpersonal skills, including teamwork, facilitation and negotiation Strong leadership and customer service skills Excellent written and verbal communication skills Excellent planning, analytical and organizational skills Knowledge of financial models and budgeting Self-motivated with good business and technology acumen Desire to learn and keep up with technology trends Ability to scale up and down the organization levels to have candid conversations in both technology and business areas Ability to understand the long-term ("big picture") and short-term perspectives of situations Ability to translate future-state business capabilities and requirements into solution architecture requirements Ability to propose and estimate the financial impact of solution architecture alternatives ADDITIONAL INFORMATION Candidates residing in locations within BankUnited's footprint may be given preference. #GoForMore
    $104k-128k yearly est. 8h ago
  • Mortgage Consultant - Corpus Christi

    Extraco Banks, N.A 3.8company rating

    Corpus Christi, TX job

    This position will establish relationships with potential clients, establish sales and participate in community events. Solicitation and origination of mortgage company and/or bank products. Maintain a current knowledge of and strict adherence to regulatory, agency and corporate policies as provided by the branch manager. Maintenance of branch production goals as set forth in the annual business plan and/or annual budget. Education: High School graduate or equivalent. Bachelor's degree preferred. Responsibilities and Duties: Contact Real Estate firms, builders, etc. in order to establish relationships which will produce referrals for mortgage loans and construction loans, or any other product deemed necessary to promote (i.e. Cross-selling of bank products). Attend Real Estate and community functions in order to establish sales relationships and create goodwill within the community (i.e. Chamber of Commerce, builder associations, etc.). Provide daily rates sheets to real estate agents, builders or other industry participants. Originate loans according to regulatory, agency and corporate guidelines. Experience required: 2 plus years of sales experience; 18 plus months of mortgage loan originator experience Personal Characteristics: Capacity to use time effectively and efficiently while focusing on the most important priorities Maintain a high level of ethics and integrity A proven track record of success in practicing attentive listening, meeting deadlines under pressure and building effective relationships is a must Excellent oral and written communication skills. Extraco provides excellent benefits and competitive compensation. We are an Equal Opportunity Employer M/F. Extraco provides reasonable accommodation for persons with disability.
    $29k-48k yearly est. 60d+ ago
  • Compliance Advisory Specialist II

    Origin Bancorp 4.0company rating

    Origin Bancorp job in Dallas, TX

    Responsible for performing regulatory research and analysis for the Compliance Risk Advisory Services Group and advising of the regulatory risks and adequacy of first line of defense operating policies, procedures, and processes. Support Compliance Risk Advisory Services in the collaboration with the first line of defense to identify and mitigate elevated residual compliance risks and establish appropriate compliance controls related thereto Assist our partners in the first line of defense with the development of policies and procedures to ensure adherence to regulations Act as resource for personnel questions on compliance issues and assist with remediation or answers Assist as needed with the bank's complaint management system (Kadince); track investigations of customer complaints to ensure timely response; ensure third party vendor complaints are documented and investigated; maintain complaint status in Kadince; and generate internal complaint dashboard and related management reports Prepare preliminary reports of issues or findings with root cause analysis and improvement recommendations (when warranted) Support tracking, monitoring, and reporting of compliance risks and related activities Conduct follow up with business units on implementation and status of monitoring review recommendations and/or findings, issue-tracking, including notifying business lines of impending due dates, escalating unresolved issues appropriately and performing retesting as directed Assist as needed with maintaining and managing workflow of advertisements and other promotional materials and approval of such (including branch flyers, posters, notices, marketing brochures, internet, social media, email, television, radio, statement messages, etc.) for compliance with applicable laws and regulations Assist as needed with conducting and documenting third party risk management compliance reviews for Tier 1 and Tier 2 vendors Prepares reports by collecting, analyzing, and summarizing information Conducts and/or provides assistance on special projects, as required Assist with the design and delivery of consumer compliance-related training, as needed Adhere to all designated time frames, manage workflow to the specified deadlines and complete responsibilities in a satisfactory manner Maintains professional and technical knowledge by attending educational workshops, reviewing professional publications, establishing personal networks, benchmarking state-of-the-art practices, and participating in professional societies Coordinate registering Compliance Risk Management Team for training and continuing education; retaining appropriate documentation of such continuing education Create and/or update internal department procedures as necessary Coordinate the Compliance Risk Management Team meeting minutes Performs any other assignments as directed by the Chief Compliance Officer and Director of Compliance Risk Advisory Services Supervisory Responsibilities The incumbent is not responsible for the supervision of employees. Competencies To perform the job successfully, an individual should demonstrate the following competencies: Analytical and Design - Ability to assess risk; Detail oriented, analytical, and critical thinking skills; Strong problem solving and analytical skills required to succeed in this job; Strong technical troubleshooting skills and ability to juggle simultaneous projects. Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Works well in group problem solving situations; Uses reason even when dealing with emotional topics. Interpersonal Skills/Customer Service - Focuses on solving conflict, not blaming; Maintains confidentiality; Remains open to others' ideas and tries new things; Manages difficult or emotional customer situations; Responds to requests for service and assistance; Meets commitments. Oral and Written Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings; Writes clearly and informatively; Edits work for spelling, grammar, and legal citation references; Varies writing style to meet needs; Able to read and interpret written information. Teamwork - Ability to work in a collaborative environment, as well as independently; Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Supports everyone's efforts to succeed. Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values; Benefits organization through outside activities; Supports affirmative action and respects diversity; Embraces trusted advisor role. Judgment and Motivation - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions; Demonstrates persistence and overcomes obstacles. Planning/Organizing - Ability to multi-task and set priorities; Prioritizes and plans work activities; Uses time efficiently; Sets goals and objectives. Professionalism - Ability to deal with all levels of personnel in a courteous and effective manner; Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position. Quantity - Ability to work under pressure on multiple tasks concurrently and meet deadlines in a fast-paced work environment with interruptions and changing priorities. Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events. Attendance/Punctuality and Dependability - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time; Follows instructions, responds to management direction; Takes responsibility for own actions; Commits to long hours of work when necessary to reach goals. Qualifications To perform this job successfully, knowledge of Compliance Risk Management and related laws and regulations. Incumbent must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience At least three (3) years, banking compliance experience. General familiarity with federal and state banking regulations preferred. Relevant training and/or certifications as a Compliance Specialist or similar compliance certification. Strong analytical and critical thinking skills. Strong documenting and reporting skills. Attention to detail. Strong verbal and written communication skills. Experience as a compliance auditor and or compliance examiner is acceptable. Computer Skills To perform this job successfully, an individual should have advanced knowledge of Microsoft Office Suite, including Outlook, Word, Excel, and Access. Power BI preferred. Ability to learn bank-specific software. Ability to use basic office machines. Bank Culture/Customer Service Skills Ability and judgment to interact and communicate appropriately with other employees, customers, and supervisor. Ability to serve customers, both internal and external, (community/public) in a manner that will reflect superior customer relations and enhance the overall marketing effort of Origin Bank. Physical Demands While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus. Mental Demands Incumbent in this position must be able to accommodate reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presumptions, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions. Work Environment The noise level in the work environment is usually moderate. This reflects management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. Origin Bank shall, in its discretion, modify or adjust the position to meet the Bank's changing needs. This job description is not a contract and may be adjusted as deemed appropriate in the Bank's sole Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws. Know Your Rights Remote positions are intended to be filled in states within our footprint, which includes: Alabama, Florida, Louisiana, Mississippi, and Texas. Any exception to this policy requires further regulatory review and approval by management.
    $45k-60k yearly est. Auto-Apply 33d ago
  • Private Banking Associate

    Extraco Banks, N.A 3.8company rating

    Temple, TX job

    Private Banking is responsible for developing, managing, and retaining full personal relationships with high income/high net worth Private Banking Clients. The Private Banking Associate is responsible for managing a smaller select portfolio of high-net-worth clients while primarily supporting Private Bankers in servicing a larger deposit portfolio. This role focuses on ensuring excellent client service, deepening relationships, and partnering with internal Wealth & Trust teams and Raymond James advisors to provide comprehensive financial solutions. The Private Banking Associate plays a key role in relationship management, servicing deposit accounts, and client advocacy. Essential Duties and Responsibilities: Work closely with up to three Private Bankers to structure, onboard, and service deposit and lending solutions that align with client goals. Service deposit relationships and a portfolio of clients by planning, delivering, and regular review with clients. Deliver a high degree of personal contact and open communication among clients and internal team creates an extraordinary experience. Accurately process customer service requests including but limited to new account opening, updating accounts and assistance with alternative delivery channels i.e. online banking, debit cards and mobile banking. Assist Private Bankers in pricing strategies and retention efforts to exceed customer expectations. Establish and maintain strong relationships with existing Private Banking clients, serving as their primary point of contact for all banking needs. Identify and develop new relationships of potential Private Banking Clients both internal and external to the bank. Collaborate with other departments within the bank to ensure that clients receive excellent service and that the bank's goals are achieved. Identify additional opportunities from existing clients and leverage all resources and other colleagues to successfully become the client's lead or sole provider. Coordinate commercial, consumer and other loan requests through established processes. Develop detailed knowledge of products and services offered by Extraco Corporation including commercial loans, consumer loans, depository accounts, consulting, etc. Maintain accurate and up-to-date records of client interactions, sales activities, and performance metrics. Participate in community events to promote the bank and build relationships with potential clients. Keep up to date with industry trends and regulations to ensure compliance. Will work on projects with limited complexity in a support and advisory role. Performance Measurements: Functions and banking services are effectively performed and completed in accordance with established Extraco policies, procedures and legal and regulatory requirements. Documents and reports are completed accurately, efficiently and in a timely fashion. Good working relationships and partnerships exist with Extraco personnel, management, customers, and vendors. Adheres to prescribed KPI goals including but not limited to new business acquisition, product, deposit, loan growth, Client satisfaction, and Client retention. Qualifications: Education/Certification: Bachelor's degree in Business, Finance, or related field preferred Experience: 1-3 years of banking or financial services experience required Prior experience in client service or operations roles preferred Experience working with high-net-worth clients a plus Proven track record of accuracy and attention to detail Skills/Abilities: Strong relationship management and team building skills; views team concept as critical to model. Effective oral and written communication skills. Good communication and public relations skills. Ability to cooperate with and assist others both externally and internally. Good organizational and time management skills with ability to handle multiple tasks under tight time frames. Goal-oriented and driven to achieve individual and team objectives. Attention to detail and accuracy. Understanding of banking regulations and compliance requirements. Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to accept instruction, prioritize and follow through on work assignments. Ability to write reports, business correspondence and procedural manuals. Ability to calculate figures such as interest, ratios, loan growth, and percentages. Ability to operate modern office equipment and software. Working Conditions/Physical Demands: 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. While performing the duties of this Job, the employee is regularly required to stand; sit; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, depth perception and ability to adjust focus. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The Private Banking Associate will work in an office environment but may also need to travel to meet with clients as needed. The noise level in the work environment is usually moderate.
    $71k-110k yearly est. 60d+ ago
  • Financial Reporting Intern

    Origin Bancorp 4.0company rating

    Origin Bancorp job in Allen, TX

    Gain valuable insight into the banking industry through daily business interactions while learning the importance of building relationships and enhancing a strong work ethic. Opportunities will range from Accounting/Finance, Mortgage, Operations, Lending, Human Resources, etc. into the area of your field of study and you will develop a wide range of general business skills and etiquette, through real-world experiences, applications and processes. Origin Bank is excited to announce we're hiring for our G.I.V.E Summer Internship Program! We are currently seeking Junior and Senior college level students to work as an Intern for an 8-week summer internship starting early June and ending early August 2026. Our G.I.V.E Internship Program (Giving Interns Valuable Experience) provides the opportunity for interns to gain valuable insight into the banking industry through daily business interactions while learning the importance of building relationships and enhancing a strong work ethic. As an intern, you will develop a wide range of general business skills and etiquette, through real-world experiences, applications and processes. The ideal Financial Reporting Intern will work closely with the Financial Reporting team and will perform the following duties: Assist with the preparation and review of quarterly financial reports, including Form 10-Q, earnings releases, and investor presentations by performing tie-outs, footings, and spell checks prior to submission. Roll forward financial reporting schedules, including Proxy and Form 11-K documentation, following external filings. Prepare and post journal entries in PeopleSoft to support financial close and reporting activities. Gather supporting documentation and reconcile amounts for EPS calculations and equity roll-forward schedules. Extract general ledger data from PeopleSoft to support quarterly filings, including variance analysis for non-interest income and non-interest expense. Maintain and update historical financial reporting data within centralized Excel workbooks. Organize and maintain Excel workbooks by cleaning unused cells, improving structure, and ensuring documentation is clear and accurate. Qualifications / Skills Proficiency in Microsoft Office (Excel, Word, Outlook), with strong Excel skills including formulas, VLOOKUP/XLOOKUP, and pivot tables. Ability to follow, understand, and recreate Excel formulas using prior support documentation. Strong attention to detail with a high level of accuracy. Ability to manage deadlines while maintaining strong organizational skills. Effective time management skills with the ability to multitask and prioritize work. Strong written and verbal communication skills. Preferred Major: Accounting Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws. Know Your Rights Remote positions are intended to be filled in states within our footprint, which includes: Alabama, Florida, Louisiana, Mississippi, and Texas. Any exception to this policy requires further regulatory review and approval by management.
    $37k-43k yearly est. Auto-Apply 26d ago
  • Personal Banker - West Plano Branch Plano, TX

    Firstnational 3.8company rating

    Plano, TX job

    At FNBO, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success. Summary of the Job: At First National Bank of Omaha (FNBO), we believe that everyone has the potential to positively affect the communities around them. As a Personal Banker at FNBO, you'll have the opportunity to do that every day by getting to know your customers and supporting them on their financial journeys. About This Role: ROLE DESCRIPTION At FNBO, we always put the customer first - which drives everything we do. In your role, you will be encouraged and empowered to gain an understanding of your customer's unique needs so you can provide the best recommendations to support their financial well-being. This means doing everything from helping someone make simple transactions to making sure they're saving enough for retirement and everything in between. Within FNBO branches, our branch managers work on the floor with the team and offer in-depth training to help you navigate the best ways to proactively engage with your customers. We're looking for someone who takes pride in helping people - no matter how big or small the task. THE GREAT BIG SMALL BANK FNBO has been privately held for more than 160 years, and we believe in doing what's right for our customers and the communities we serve. We strive to always have a supportive, team-based atmosphere where we celebrate our wins and genuinely enjoy what we do. We are committed to always acting with respect, integrity and inclusivity. PRIMARY RESPONSIBILITIES Make every customer feel welcome in your FNBO branch Help customers with transactions like deposits and withdrawals Gain an understanding of your customer's unique financial needs Make personalized recommendations to support them Help guide your customers toward greater financial well-being Deepen your relationship with customers through outreach Comply with all bank policies, regulations and laws BENEFITS AND PERKS All full-time and part-time employees are eligible for the following benefits: Competitive pay and an incentive plan for helping clients 401(k) match Paid time off and paid holidays Medical/Dental/Vision/Life/Disability/Flex Plans Employee Wellness Program Career development training and coaching Tuition Assistance Program Employee banking benefits and other discounts Culture of recognition and rewards from executive leadership/managers/peers/business partners The Ideal Candidate for This Role: Outgoing and enjoys engaging with people Friendly with a positive attitude A solution-oriented critical thinker Excited to learn and take on new challenges A team player Motivated to do what's right Collaborative and supportive QUALIFICATION REQUIREMENTS High School Diploma or GED Bachelor's degree or equivalent work experience preferred Retail banking experience preferred Bilingual in Spanish preferred Work Environment: It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs. Compensation and Benefits Overview: Starting pay for Personal Banker positions is $22/hour. Final compensation offer to candidate may vary from posted hiring range based upon significant lending experience, education, and/or skill level. We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs: Medical, Dental, Vision Insurance 401k, With Matching Contributions Time Off Programs Health Savings Account (HSA)/Dependent Care Employee Banking Growth Opportunities Tuition Assistance Short-Term/Long-Term Disability Insurance Learn more about FNBO benefits here: *************************************** To obtain compensation and benefit information related to this specific role, e-mail FNBO at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message. Job number: R-20260068 Registration Requirement: This position requires S.A.F.E. Act registration with the Nationwide Mortgage Licensing System (NMLS). Qualification requirements include meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation and credit report results. Equal Opportunity & Belonging: FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey. Learn more here. FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity. Click here to download 'EEO is The Law' Self-Print Poster Click here to download 'EEO is The Law' Supplement for Federal Contractors Click here to download 'EEO is The Law' GINA Supplement FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC FNBO follows federal law regarding the use of marijuana (this applies to all non-California applicants) Application Deadline: All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
    $22 hourly Auto-Apply 2d ago
  • Senior Asset Liability Analyst

    Origin Bank 4.0company rating

    Origin Bank job in Houston, TX

    Your Career. Your Story. Let's Write the Next Chapter Together. At Origin Bank, a job isn't just a paycheck - it's a meaningful journey. We're committed to helping you grow both professionally and personally in an environment where people come first. We offer a competitive total rewards package, including generous benefits and compensation tailored to your skills, experience, and education. What truly sets us apart is our people-first culture. Here, you'll be supported by unique initiatives like our Dream Manager program, one-on-one guidance from a nationally certified health and wellness coach, and free access to certified financial professionals who are here to help you plan for your future. If you're looking for a career that empowers you to make meaningful connections, positively impact others, and pursue your personal and professional dreams-we'd love to meet you. Apply today and start the most rewarding chapter of your career with us. Summary: The Senior Asset Liability Analyst role will be responsible for analyzing Origin's interest rate risk position through modeling, analyzing data in the ongoing management of the Bank's market risk assessment process and making recommendations to ensure the market risk remains within acceptable limits to the bank. This role will prepare information and reports for ALCO in support of governance process. It will also analyze data and models in order to make recommendations regarding the net interest margin, the bank's key measure of profitability. Summary - The Senior Asset Liability Analyst role will be responsible for analyzing Origin's interest rate and liquidity risk position through modeling, analyzing data, and making recommendations to ensure risk remains within acceptable limits to the bank. This role will prepare information and reports for ALCO in support of governance process. It will also analyze data and models in order to make recommendations regarding the net interest margin, the bank's key measure of profitability. Duties and Responsibilities * Performs complex analysis and measurements in the areas of interest rate risk, liquidity risk, asset liability forecasting and other cash flow risk measurements. * Analyze model inputs and data feeds (outputs) for accuracy. * Review user reporting for reasonableness, alerting management to anomalous results and providing appropriate analysis. * Utilize data to create trend analyses for monitoring assumptions and market risk activities. * Functions as subject matter expert on net interest margin fluctuations and periodic net interest margin forecast updates. * Responsible for processing and accuracy of the company's Funds Transfer Pricing (FTP) * Strong understanding of FTP and other internal profitability metrics * Utilizes models and knowledge base for annual internal stress testing. * Ensures accuracy of models through back-testing process and review of key results. * Recommend model improvements and updates as needed. * Develop / enhance documentation to align with internal Model Validation standards. Supervisory Responsibilities - This role does not have supervisory responsibilities. Competencies - To perform the job successfully, an individual should demonstrate the following competencies: Analytical and Design - Synthesizes complex or diverse information; Collects and researches data; Demonstrates attention to detail. Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Works well in group problem solving situations. Interpersonal Skills/Customer Service - Maintains high level of confidentiality; Manages difficult or emotional customer situations; Responds promptly to customer needs; Responds to requests for service and assistance; Meets commitments. Oral and Written Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Writes clearly and informatively; Presents numerical data effectively; Able to read and interpret written information. Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Contributes to building a positive team spirit; Puts success of team above own interests; Supports everyone's efforts to succeed. Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values. Judgment - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process. Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently. Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position. Quality and Quantity - Demonstrates accuracy and thoroughness; Completes work in timely manner. Adaptability and Initiative - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events; Asks for and offers help when needed. Attendance/Punctuality and Dependability - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Follows instructions, responds to management direction; Takes responsibility for own actions; Must be able to work under the stress of deadlines; Commits to long hours of work when necessary to reach goals. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience Bachelor's degree (B. A.) from four-year college or university in Finance, Accounting or related field required; minimum 5 years experience involving asset liability analytics of a bank or other financial institution. Must have knowledge and experience in all aspects of asset liability management in a banking environment. Computer Skills To perform this job successfully, an individual should have knowledge of the Internet, Outlook, Microsoft Word and Excel. Ability to use basic office machines. Bank Culture/Customer Service Skills Promotes the Bank's culture, including the support of our Brand promise and Core Values. Ability and judgment to interact and communicate appropriately with other employees, customers and supervisor. Ability to serve customers, both internal and external, (community/public) in a manner that will reflect superior customer relations and enhance the overall marketing effort of Origin Bank. Physical Demands While performing the duties of this job, the employee is frequently required to sit; use hands to operate standard office equipment, talk and hear. The employee is occasionally required to stand; walk; reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. Work Environment The noise level in the work environment is usually quiet. This reflects management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. Origin Bank shall, in its discretion, modify or adjust the position to meet the Bank's changing needs. This job description is not a contract and may be adjusted as deemed appropriate in the Bank's sole discretion. Compensation Details We believe in competitive compensation. The minimum average base pay for this position based on market is: $91,986.00 The minimum base pay could be increased based on factors such as skills, education, or experience. The base pay listed does not include incentives, bonuses, or benefits. We also offer a generous benefits package (more information on benefits can be found here). Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws. Know Your Rights
    $92k yearly Auto-Apply 3d ago

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Origin Bancorp may also be known as or be related to ORIGIN BANCORP INC., Origin Bancorp, Origin Bancorp Inc and Origin Bancorp, Inc.