(HTS) HTBS Analyst

Req #
Capital Markets
(HTS) Houston, TX - Houston
Company Name

Job Summary

The Bank Analyst will be responsible for operating and supporting HilltopBancSystems Profit Manager (HBSPM) and Risk Manager (HBSRM).  Related duties will include processing data in Excel to provide key inputs into the HBSPM and HBSRM platforms.

Essential Functions


  • Communicating with prospective clients concerning data required to setup HBSPM.
  • Setting up new banks, including setting up client’s chart of accounts, mapping accounts and type codes, setting up and testing downloads
  • Training clients on proper operation of HBSRM and HBSPM
  • Ongoing support to clients on operation of HBSRM and HBSPM
  • Processing HBSPM and HBSRM on monthly/quarterly basis on behalf of clients
  • Preparing and creating annual budgets on the HBSPM
  • Preparing and creating long term budgets on request on HBSPM
  • Processing in Excel decay rate studies

Job Requirements


  • Working knowledge of balance sheets and income statements, general ledger, loan and deposit systems
  • Knowledge of financial systems and terms
  • Sensitivity to regulatory requirements regarding the use of data
  • Advanced level of proficiency in MS Excel
  • Ability to communicate effectively with client personnel
  • Ability to work effectively across the organization providing subject matter leadership and with a high level of customer service
  • Must be detail oriented with proven ability to manage complex processes within defined time parameters
  • Self-motivated and able to handle tasks with minimal supervision
  • Excellent written and verbal skills
  • Proven organization ability
  • Strong attention to detail 
  • Possess highly developed interpersonal skills in order to build strong, positive business relationships
  • Strong intuitive skills to proactively ask the appropriate questions to ensure the quality of the master data
  • Ability to analyze various technology solutions and make appropriate recommendations
  • Will be required to travel to bank clients for training and consultation
  • Needs to obtain Series 7 license

About the Company

At HilltopSecurities, we believe in building noble and collaborative relationships that enrich the financial future of individuals, businesses and communities. With an extensive portfolio of products, we deliver a broad range of investment banking and related financial services that help our clients achieve their definition of success.


As a subsidiary of HilltopHoldings, which also encompasses PlainsCapital Bank, PrimeLending and National Lloyds Corporation, we have the financial strength and stability that has withstood the test of time. Our nationwide presence in 400 locations across 44 states provides our associates with extensive opportunities to grow their careers in a diverse organization that truly values relationship capital above all else.


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