BASIC FUNCTION:   The position of Chief Financial Officer has broad responsibility for the ValueBank’s fiscal operating results including counseling senior management on fiscal control and profitability. Develops and prescribes adequate financial procedures to provide the basis for management decisions and control. The CFO is the top financial officer for the companies and as profit planner, serves top management in an advisory capacity.

SUPERVISES: Controller, Investment Officer, Accounts Payable

SPECIFIC RESPONSIBILITIES:
▪ Oversees finance/accounting, investments, accounts payable and purchasing ▪ Maintains the company’s accounting system and directs the preparation of all fiscal reporting such as cost accounting, budgets, regulatory agency and government reports.

▪ Prepares, presents, and interprets financial reports to management, the board of directors, and government agencies.

▪ Identifies and implements financial systems and controls to manage complex accounting transactions. Establishes reporting standards and best practices utilizing common financial procedures. Ensures compliance with all financial reporting both for internal and external use and maintain accountability and integrity of the financial statements.

▪ Implements enterprise wide metrics to assist management in improving performance consistent with corporate objectives including operational efficiencies and streamlining to improve profitability.

▪ Provides financial leadership with high integrity and responsibility for driving results. Provides guidance on long range planning and strategy and assists in identifying and analyzing areas of future growth. Provides oversight and implements consistent process for budgeting and forecasting.

▪ Oversees the bank’s ad valorem taxes and annual appraisal assessments.

▪ Oversees the annual property and liability insurance renewals.

▪ Oversees the annual employee benefits renewal process. ▪ Maintains professional behavior and positive working relationships both internally and when representing the Bank in the community.

▪ Performs other duties as assigned

EXPERIENCE:

▪ Prior experience as a CFO or Controller in a community bank environment is required

▪ Lending and/or loan approval experience is preferred

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Description:

The Branch President is responsible for the overall performance of the Ingleside/Aransas Pass branch and will be the primary “face” of the branch in the community.  They lead and direct business development, sales management and the overall direction of the branch.  They work with the Operations Manager to develop new deposit and loan business; provides superior level of customer service, and promotes a sales culture through mentoring and coaching.  Oversees the Operations Manager’s implementation of human resource strategy that involves cultivating a solid team and leadership according to ValueBank Texas’ core values and mission statement ensuing optimum customer and employee experience.

Key Responsibilities:

   Business/Sales Development:

• Maintains strong collaborative relationships across lines of business
• Prospects and develops deposit growth, credit portfolio, product sales including, Merchant Services and Business Solutions
• Professionally maintains a presence in the community and engages centers of influence to gain bank exposure by volunteering on boards and committees
• Delivers superior customer service to potential and current customers
• Typically functions as a Commercial Lending Officer, with all such responsibilities

Coaching/Mentoring:

• Provides direction for OM, sets goals, and oversees goal execution
• Manages and effectively communicates with their team to improve performance

Performs other job-related duties or special projects as assigned

Requirements:

• College degree preferred and/or relevant years of experience may substitute at discretion of management
• Generally 5-10 years’ experience in market development and management
• Ability to manage and lead a diverse team in a sales culture environment
• Ability to execute strong time management skills
• Ability to effectively communicate, innovate, inspire, all with a servant leadership mentality

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The Personal Banker I will be crossed trained for both Customer Service Representative and Teller
duties. This position will participate in the daily operations of the branch; including but not limited to,
assisting customers with account management and other financial services needs and providing timely
and efficient completion of client transactions while maintaining accurate records and thorough
handling of all monies assigned. This position will proactively participate in the sales/quality referral
process of the branch as directed by management.

Key Responsibilities:
Service:
• Processes a variety of customer transactions accurately and efficiently in adherence to bank
policies and regulations such as cashing checks, processing deposits and withdrawals, loan
payments, cash advances, transfers, and issuing monetary instruments
• Enhances customer satisfaction by assisting customers with setup of online products, loan
applications, and mobile banking
Sales:
• Achieves personal sales and referral goals by identifying customer needs and recommending
banking products and services to help
• Identifies referral opportunities and makes relevant referrals
• Maintains strong collaborative relationships with co-workers, management, and business
partners

Operations:
• Works independently on the Platform side on performing duties such as opening/closing
various accounts, assisting with courtesy and collection calls (NSFs) as needed, submitting
address and name changes; seeks assistance and guidance from leadership when necessary
• Adheres to all operational banking regulations and policies
• Observes branch security procedures and protects customer confidentiality and privacy
• Performs other job related duties such as CTRs, REG CC holds, Dual Control Processes, etc.
• Must comply with BSA/AML/OFAC regulations and guidelines
*Performs other job related duties or special projects as assigned

Requirements:
• One – Four years’ sales relationship and/or cash handling experience preferred
• High School diploma or equivalent (College degree preferred)
• Demonstrates personal integrity, superior salesmanship, service excellence
• Effective listener, team builder, excellent communicator

Apply Now!

Description:
The Personal Banker I will be crossed trained for both Customer Service Representative and Teller
duties. This position will participate in the daily operations of the branch; including but not limited to,
assisting customers with account management and other financial services needs and providing timely
and efficient completion of client transactions while maintaining accurate records and thorough
handling of all monies assigned. This position will proactively participate in the sales/quality referral
process of the branch as directed by management.
Key Responsibilities:
Service:
• Processes a variety of customer transactions accurately and efficiently in adherence to bank
policies and regulations such as cashing checks, processing deposits and withdrawals, loan
payments, cash advances, transfers, and issuing monetary instruments
• Enhances customer satisfaction by assisting customers with setup of online products, loan
applications, and mobile banking
Sales:
• Achieves personal sales and referral goals by identifying customer needs and recommending
banking products and services to help
• Identifies referral opportunities and makes relevant referrals
• Maintains strong collaborative relationships with co-workers, management, and business
partners
Operations:
• Works independently on the Platform side on performing duties such as opening/closing
various accounts, assisting with courtesy and collection calls (NSFs) as needed, submitting
address and name changes; seeks assistance and guidance from leadership when necessary
• Adheres to all operational banking regulations and policies
• Observes branch security procedures and protects customer confidentiality and privacy
• Performs other job related duties such as CTRs, REG CC holds, Dual Control Processes, etc.
• Must comply with BSA/AML/OFAC regulations and guidelines
*Performs other job related duties or special projects as assigned
Requirements:
• One – Four years’ sales relationship and/or cash handling experience preferred
• High School diploma or equivalent (College degree preferred)
• Demonstrates personal integrity, superior salesmanship, service excellence
• Effective listener, team builder, excellent communicator

Apply Now!

Description:
Under the guidance of and in teamwork with the Branch Executive, the Operations Manager leads the deposit operations of the branch, including sales management and employee development. They work with the Branch Executive to develop new deposit and loan business; provides superior level of customer service, and promotes a sales culture through mentoring and coaching. The Operations Manager oversees the implementation of human resource strategy that involves cultivating a solid team and leadership according to ValueBank Texas’ core values and mission statement ensuing optimum customer and employee experience.

Key Responsibilities:
Business/Sales Development:
• Maintains strong collaborative relationships across lines of business
• Prospects and develops deposit growth from existing customers, with product sales including all depository products and ancillary products, such as Merchant Services and Cash Management.
• Professionally maintains a presence in the community and engages center of influences to gain bank exposure by volunteering on boards and committees
• Delivers superior customer service to potential and current customers

Coaching/Mentoring:
• Coaches personnel- including monitoring and evaluating to drive sales performance
• Provides direction for ABM, sets goals, and oversees goal execution
Operations Manager JD- Revised 10/17/2024 Page 2
• Manages and effectively communicates with their team to improve performance
Administration:
• Reviews monthly audits, process daily NSFs, conducts quarterly market and performance review, manages account acquisition and attrition
• Ability to operate Platform side by opening new accounts, handling complaints
Performs other job-related duties or special projects as assigned

Requirements:
• College degree preferred and/or relevant years of experience may substitute at discretion of management
• Generally, 2-5 years’ experience in market development, management, new account acquisition; traditional banking preferred but may be substituted at management’s discretion
• Ability to manage and lead a diverse team in a sales culture environment
• Ability to execute strong time management skills
• Ability to effectively communicate, innovate, and inspire a team
• Ability to quickly understand and deal with a business situation in a manner that is likely to lead to a good outcome

Apply Now!

Description:
The Personal Banker I will be crossed trained for both Customer Service Representative and Teller
duties. This position will participate in the daily operations of the branch; including but not limited to,
assisting customers with account management and other financial services needs and providing timely
and efficient completion of client transactions while maintaining accurate records and thorough
handling of all monies assigned. This position will proactively participate in the sales/quality referral
process of the branch as directed by management.

Key Responsibilities:
Service:
• Processes a variety of customer transactions accurately and efficiently in adherence to bank
policies and regulations such as cashing checks, processing deposits and withdrawals, loan
payments, cash advances, transfers, and issuing monetary instruments
• Enhances customer satisfaction by assisting customers with setup of online products, loan
applications, and mobile banking
Sales:
• Achieves personal sales and referral goals by identifying customer needs and recommending
banking products and services to help
• Identifies referral opportunities and makes relevant referrals
• Maintains strong collaborative relationships with co-workers, management, and business
partners

Operations:
• Works independently on the Platform side on performing duties such as opening/closing
various accounts, assisting with courtesy and collection calls (NSFs) as needed, submitting
address and name changes; seeks assistance and guidance from leadership when necessary
• Adheres to all operational banking regulations and policies
• Observes branch security procedures and protects customer confidentiality and privacy
• Performs other job related duties such as CTRs, REG CC holds, Dual Control Processes, etc.
• Must comply with BSA/AML/OFAC regulations and guidelines
*Performs other job related duties or special projects as assigned

Requirements:
• One – Four years’ sales relationship and/or cash handling experience preferred
• High School diploma or equivalent (College degree preferred)
• Demonstrates personal integrity, superior salesmanship, service excellence
• Effective listener, team builder, excellent communicator

Apply Now!

Description:

The Assistant Operations Manager leads operations, promotes service and sales, and employee

development in the Operations. The ABM provides superior level of customer service, promotes a service and sales culture through mentoring and coaching, and develops new deposit and loan business. The ABM is responsible for implementing human resource strategies that involve cultivating a solid team, leadership according to ValueBank Texas’ core values and mission statement, and focus on delivering the best customer and employee experience.

 Key Assistant Responsibilities:

Operations:

• Manages Operations personnel including training, mentoring, staffing, scheduling, prioritizing, and delegating work assignments
• Responsible for opening new accounts and maintaining customer relationships
• Performs monthly, quarterly and annual audits, reviews accounts for CIP exceptions
• Audit bank vault, buying and selling of cash, ensuring regulations such as REG CC holds are done properly, balance and replenish ATM according to bank policy
• Must comply with BSA/AML/OFAC regulations and guidelines

Business Development/Sales Development:

• Maintains strong collaborative relationships with relative business lines, partners, and peers
• Strengthens and maintains customer relationships by cross selling products and delivering superior customer service
• Participates in bank sponsored community volunteer projects and assignments to increase bank’s visibility Identifies referral opportunities and makes relevant referrals across lines of business

Employee Development:

• Leads and follows up on action plans to improve employee experience
• Does observations to evaluate and mentor team to encourage stronger performance
• Supports Retail Operations Manager in their external market/business development objectives by managing to superior service and sales

*Performs other job-related duties or special projects as assigned

Requirements:

• 1-2 years banking experience
• College degree preferred (relevant years of experience can be substituted at discretion of management
• Generally, 1-2 years’ experience in managing a team, may be substituted at management’s discretion
• Demonstrates people leadership in a service-driven sales culture

Apply Now!