III - Leon Springs Financial Center

Broadway Bank•Leon Springs, TX

1d•Onsite

About The Position

The Relationship Banker delivers an exceptional banking experience and builds lasting customer relationships. The role provides a full scope of banking products and services, including transactions, account opening and servicing, and loan processing. The banker educates and advises customers on Broadway Bank deposit and loan products, identifies their financial needs, and presents tailored solutions. The position supports retail objectives, works with other bankers and line-of-business partners, and may require travel within the Bank’s geographic area. Workdays are Monday through Friday with rotating Saturdays; hours of operation are Monday through Friday, 7:45 a.m. to 5:15 p.m., and Saturdays, 8:45 a.m. to 1:15 p.m. Occasional overtime or extended hours may be required.

Requirements

Previous retail or consultative sales experience.
Demonstrated sales and service experience with proven success establishing and meeting sales goals.
Experience using personal computers, including Microsoft Word, Excel, and Outlook.
High school diploma or equivalent.
Effective communication skills.
Cultural intelligence and team engagement.
Commitment to self-development.
Ability to build and maintain strong customer relationships.
Proficiency 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.
Meet and maintain financial responsibility, character, and general fitness standards, along with other established requirements for an individual Loan Originator (LO) under Regulation Z.
Ability to sit, stand for extended periods, and walk occasionally.
Close visual acuity.
Ability to lift, carry, push, pull, or otherwise move objects weighing up to 50 pounds regularly and/or for extended periods during the workday.

Nice To Haves

Some college-level coursework.
A four-year degree and/or an equivalent combination of education and work experience in retail sales and service.

Responsibilities

Process banking transactions, open and service accounts, and process loans accurately and efficiently.
Provide prompt, accurate, and courteous service, resolving customer concerns directly or through appropriate referrals.
Build customer relationships and trust through personal connections, open-ended questions, and active listening.
Maintain expertise in Broadway Bank deposit and loan products to educate and advise customers.
Achieve sales goals by understanding customers’ financial needs and presenting tailored products and services.
Make outbound calls for service, sales, and account onboarding to build and expand relationships.
Use CRM software to capture customer information, record activities, schedule follow-ups, and identify likely sales opportunities.
Collaborate with Broadway bankers and line-of-business partners to connect customers with appropriate expertise.
Manage risk, practice loss prevention, follow security policies, and maintain confidentiality.
Support retail objectives and meet regularly with the Financial Center Manager to review goals and performance.
Perform other duties as assigned in compliance with laws, regulations, and bank policies.
Travel within the Bank’s geographic area as required.