Financial Relationship Banker

Relationship Banker I/II/III - Leon Springs Financial Center
Relationship Banker I/II/III - Leon Springs Financial Center | Division: Retail FC|

WorkDays: Monday - Friday & rotating Saturdays| Hours of Operation: Monday - Friday 7:45am - 5:15pm, Saturdays 8:45am - 1:15pm

Why Broadway Bank:

We are one of the largest independently owned banks inTexas with offerings in personal and private banking, wealth management,business banking and mortgage lending.

The RelationshipBanker is responsible for delivering an exceptional banking experience thatresults in lasting customer relationships. This role provides a full scope ofproducts and services, ensuring customers receive the full capabilities ofBroadway Bank.

Provide comprehensive banking services, including transactions processing, account opening, servicing, and loan processing, while ensuring accuracy and efficiency.
Engage customers through personal connections, open-ended questions, and active listening to build lasting relationships and trust.
Maintain deep expertise in all Broadway deposit and loan products to effectively educate and advise customers.
Achieve sales goals by understanding customer financial needs and presenting tailored solutions for Broadway's products and services.
Build and expand relationships through outbound calls for service, sales, and account onboarding.
Utilize CRM effectively to capture client information, record activities, schedule follow-up actions, and identify next likely sales opportunities, facilitating robust customer relationship management.
Work collaboratively with Broadway bankers and LOB partners to connect customers with the right expertise for their financial needs.
Manage risk, practice loss prevention, and adhere to security policies while maintaining confidentiality.
Support retail objectives and meet regularly with Financial Center Manager to review goals and performance.
Perform other duties as assigned in compliance with laws, regulations, and bank policies.
This position may require travel within the Bank's geographic area.

Experiencein using personal computers, including Microsoft Word, Excel, and Outlook.
Ability to build and maintain strong customer relationships.
Proficiency in using customer relationship management (CRM) software.
Meet and maintain financial responsibility, character and general fitness standards along with all other established requirements for an individual Loan Originator (LO) in accordance with Regulation Z.
on a regular basis and/or for extended periods of time during the workday.
Retirement matching

Broadway Bank is a drug-free, tobacco-free and a nicotine-free workplace. All qualified applicantswill receive consideration for employment without regard to race, color, sex,sexual orientation, gender identity, religion, national origin, disability,veteran status, or other legally protected status. J-18808-Ljbffr Broadway Bank