Top Tech Jobs & Startup Jobs in Austin, TX

Provide administrative support to commercial loan officers by preparing loan documents, coordinating closings, compiling monitoring reports, updating Salesforce, facilitating wire transfers and deposit account openings, resolving NSF and stop payment requests, and ensuring compliance with bank policies to support portfolio management and business development.

As a Producer - Life Advisor, you'll sell life insurance by identifying client needs, conducting meetings, and collaborating with colleagues to provide insurance solutions. You will also address client claims and maintain production reports.

As a Select Sales Representative, you'll prospect and service insurance accounts, conduct client meetings, analyze risks, and develop tailored proposals for employee benefits and property insurance.

Independently manage and deploy proprietary investment strategies for assigned client accounts, ensuring alignment with client objectives. Provide operational oversight, participate in committees and asset review, test and evaluate wealth management operations, mentor junior staff, support business development, and analyze/assets for inclusion on the approved investment list while upholding fiduciary standards and firm values.

Build and manage long-term commercial customer relationships, grow and maintain a target loan portfolio, originate and refer lending opportunities, monitor credit quality, collaborate with loan teams, and coach associate relationship managers to deliver excellent customer service.

Build and maintain commercial customer relationships, achieve portfolio targets, prospect for new business, coordinate loan requests with internal teams, monitor loan portfolio health, and coach associate relationship managers to deliver excellent service.

Provide comprehensive administrative support to the Regional President: manage calendars and appointments, schedule meetings, analyze and respond to information requests, prepare charts/reports, handle routine correspondence, maintain knowledge of operations and personnel, and communicate with internal and external stakeholders with integrity and excellence.

The Producer in Employee Benefits engages in sales activities, screens leads, conducts client meetings, and develops insurance proposals while managing customer accounts.

Responsible for managing relationships with commercial customers, maintaining loan portfolios, and supporting novice relationship managers in providing exceptional service.

Support producers and account executives by servicing commercial insurance accounts: analyze quotes, review policies, handle policy service and billing, collect underwriting data, assist in renewals and proposals, and maintain account documentation and relationships.