Apply on Employer Site

Broadway Bank · 21 hours ago

Relationship Banker-Transaction Specialist Stone Oak Financial Center

San Antonio, TX

Full-time

Onsite

New Grad, Entry Level

0+ years exp

Broadway Bank is one of the largest independently owned banks in Texas, offering a range of banking services. The Relationship Banker-Transaction Specialist plays a crucial role in delivering exceptional customer service, fostering relationships, and ensuring compliance with banking regulations.

BankingFinanceFinancial ServicesLendingWealth Management

Culture & Values

Responsibilities

Deliver outstanding service to customers to meet established goals by employing a consultative sales approach that identifies both stated and unstated needs

Escalate referral opportunities to the appropriate Relationship Banker or Specialist partner to fulfill customer requirements efficiently

Facilitate introductions between customers and team members, ensuring seamless relationship management and leveraging specialist expertise for additional opportunities

Execute customer maintenance tasks, including ordering debit cards, processing change of address requests, and fulfilling other customer requests in alignment with established procedures for timely service delivery

Process a variety of customer transactions, including cash handling through cash recyclers, ATMs, and Automated Banking Machines, ensuring accuracy and security

Identify and report fraudulent activity to prevent potential losses, adhering to Bank Secrecy Act (BSA) policies

Ensure that all customer transactions comply with regulatory and procedural requirements, maintaining the bank’s reputation for security and compliance

Follow established safety and security protocols and cash handling procedures to safeguard bank assets

Handle multiple tasks in a fast-paced team environment, prioritizing work effectively to meet deadlines and operational standards

Engage in continuous self-development and training to enhance personal skills and contribute positively to team dynamics

Perform other duties as assigned by the Financial Center Manager, demonstrating flexibility and a willingness to assist in various operational areas

Must be able to work onsite, as working remotely is not an option for this position

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

Qualification

Customer service experienceSales experienceMicrosoft Office proficiencyInterpersonal skillsOrganizational skillsCustomer needs focusContinuous learningTeam collaborationProblem-solving

Required

Minimum of 6 months of customer service experience, preferably within the financial services industry, emphasizing sales and service

Proven track record in sales and service, with demonstrated success in establishing and meeting sales goals

Ability to convey information clearly and professionally

Sensitivity to diverse customer backgrounds and needs

Strong interpersonal skills to foster collaboration and teamwork

Commitment to continuous learning and professional growth

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

Demonstrated ability to meet and exceed sales targets

Ability to maintain accuracy in transaction processing and compliance

Capacity to identify issues and develop effective solutions

Strong organizational skills to prioritize tasks effectively in a fast-paced environment

A genuine focus on understanding and meeting customer needs

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

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