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Broadway Bank · 4 hours ago

Relationship Banker I/II/III - Dallas Financial Center

Dallas, TX

Full-time

Onsite

Entry, Mid Level

Broadway Bank is one of the largest independently owned banks in Texas, offering a range of personal and private banking services. The Relationship Banker is responsible for delivering exceptional banking experiences and building lasting customer relationships by providing comprehensive banking services and achieving sales goals.

BankingFinanceFinancial ServicesLendingWealth Management

Culture & Values

Responsibilities

Provide comprehensive banking services, including transactions processing, account opening, servicing, and loan processing, while ensuring accuracy and efficiency

Ensure prompt, accurate, and courteous service, and resolve client concerns directly or through appropriate referrals

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

Qualification

Customer relationship managementSales experienceEffective communicationProblem-solvingAttention to detailCultural intelligenceTeam engagementSelf-development commitmentOrganizational skillsTime management

Required

Previous retail or consultative sales experience

Demonstrated sales and service experience with proven success in establishing and meeting sales goals

Experience in using personal computers, including Microsoft Word, Excel, and Outlook

High school diploma or equivalent is required; some college-level coursework is a plus

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

Work involves sitting, extended periods of standing and occasional walking

Requires close visual acuity

Requires the ability to lift, carry, push, pull weights or otherwise move objects weighing as much as 50 lbs. on a regular basis and/or for extended periods of time during the workday

Occasional overtime or extended hours may be required

Effective communication skills

Cultural intelligence

Team engagement

Commitment to self-development

Ability to build and maintain strong customer relationships

Proficiency in using customer relationship management (CRM) software

Strong problem-solving skills

Ability to work independently and as part of a team

Attention to detail and accuracy in transaction processing

Strong organizational and time management skills