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Broadway Bank · 9 hours ago

Senior Relationship Banker - Stone Oak Financial Center

San Antonio, TX

Full-time

Onsite

Mid, Senior Level

3+ years exp

Broadway Bank is one of the largest independently owned banks in Texas, offering a range of financial services. The Senior Relationship Banker is responsible for delivering exceptional banking experiences and fostering lasting relationships with customers through effective consultation and collaboration.

BankingFinanceFinancial ServicesLendingWealth Management

Culture & Values

Responsibilities

Collaborate with financial center team members to provide outstanding service and meet established goals

Utilize a consultative sales approach to make tailored product and service recommendations, addressing both stated and unstated customer needs

Identify and escalate referral opportunities to the appropriate specialist partners, ensuring timely follow-up and engagement

Facilitate seamless relationship management by introducing customers to the right team members, leveraging their expertise for additional opportunities

Maintain a thorough understanding of the bank’s product and service offerings to provide accurate recommendations and referrals

Actively engage in campaigns and promotions, ensuring timely execution and scheduling of follow-up activities

Effectively use EnAct to capture client information, document activities, schedule follow-ups, and identify potential sales opportunities

Oversee the completion of new customer onboarding and account opening processes

Assist the Financial Center Manager with daily execution of Sales & Service Protocols to drive activity and revenue growth

Ensure compliance with security protocols, staff training, and adherence to applicable laws and regulations

Model Broadway Bank’s values and foster engagement among financial center team members

Meet or exceed operational standards, including transaction processing, budget monitoring, and managing customer inquiries

Authorize check cashing, overdraft payments, and cashier’s checks within established limits

Manage the Safe Deposit area, ensuring compliance with procedures and audit requirements

Assume responsibility for the financial center in the absence of the Financial Center Manager

Perform other duties as assigned by the Financial Center Manager

This position may require travel within the Bank’s geographic area

Qualification

Sales experienceBanking software proficiencyCustomer relationship managementBanking productsRegulatory compliance knowledgeCultural intelligenceTeam engagement skillsAnalytical skillsMulti-tasking abilityEffective communicationOrganizational skillsAttention to detail

Required

3+ years of experience in the financial services industry, including new accounts and consumer loans

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

High School diploma required, some college coursework desirable

Effective communication skills, with the ability to engage clients and team members

Cultural intelligence to work effectively with diverse populations

Proven team engagement skills to foster a collaborative work environment

Commitment to self-development and continuous improvement

Strong organizational skills and attention to detail

Proficiency in utilizing banking software and customer relationship management systems

Ability to analyze customer needs and propose appropriate solutions

Capacity to manage multiple priorities and meet deadlines in a fast-paced environment

Knowledge of banking products, services, and regulatory compliance

Demonstrated sales skills with a track record of meeting or exceeding sales goals

Meet and maintain financial responsibility, character and general fitness standards along with all other established requirements for an individual Loan Originator in accordance with Regulation Z

Completion and successful passing of pre-employment testing

Mortgage Loan Origination Eligibility as a Mortgage Loan Officer (MLO) with the Nationwide Mortgage Licensing System (NMLS) and Registry and in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act)

Requires the ability to lift, carry, push, pull weights or otherwise move objects weighing as much as 10 lbs. on a regular basis and/or for extended periods of time during the workday

Occasional overtime or extended hours may be required