Social Media and CRM Manager; BR 10; 4.29.26

Social Media and CRM Manager
Texana Bank, N.A. Keller, Texas, United States

Customer Service

Location: Keller, TX 76248

Position Type: Full‑Time, Hourly, Non‑Exempt

Department: Bank Division

Reports To: President, Mortgage Division

Position Summary

This position supports the Mortgage Division by managing all social media activity and overseeing the division’s CRM platform. The role ensures consistent brand representation, effective communication with customers and partners, and reliable operational support for loan officers and leadership.

Scope of Responsibilities:

Social Media Management

Plan, create, and manage all social media content for the Mortgage Division.

Maintain a consistent posting schedule aligned with division priorities and compliance requirements.

Highlight loan officer activity, community involvement, customer success stories, and educational mortgage content.

Monitor engagement, respond to inquiries, and elevate issues when appropriate.

Track performance metrics and provide regular updates to leadership.

Ensure all content aligns with Texana Bank brand standards and regulatory guidelines.

CRM Management

Serve as the primary administrator for the Mortgage Division’s CRM system.

Maintain data accuracy, including lead entry, pipeline updates, and contact records.

Build and refine workflows, automations, templates, and reporting dashboards.

Provide training and ongoing support to loan officers and staff.

Coordinate with CRM vendors and internal IT as needed for troubleshooting or enhancements.

Support marketing and sales initiatives through targeted campaigns and nurture sequences.

Ensure CRM usage aligns with compliance and documentation standards.

Ideal Background

Experience managing social media content and platforms.

Familiarity with CRM systems (Salesforce, Jungo, Total Expert, HubSpot, or similar).

Strong writing, editing, and visual content skills.

Ability to analyze data and translate insights into action.Comfortable training others and supporting team adoption of tools and processes.

Experience in mortgage, banking, or real estate is helpful but not required.

Equal Opportunity Statement:

Texana Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status or any other protected status under applicable law.

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