III - Nacogdoches Financial Center

Broadway Bank•San Antonio, TX

10d•Onsite

About The Position

The Relationship Banker delivers an exceptional banking experience that builds lasting customer relationships. The role provides customers with a full scope of Broadway Bank products and services, including transactions, account opening and servicing, and loan processing. Bankers educate customers, understand their financial needs, present tailored solutions, and connect them with the appropriate banking expertise. The position supports retail objectives, sales goals, risk management, and customer relationship management. Travel within the Bank’s geographic area may be required.

Requirements

Previous retail or consultative sales experience.
Demonstrated sales and service experience with a proven record of 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 ability to engage as part of a team.
Commitment to self-development.
Ability to build and maintain strong customer relationships.
Proficiency with 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, general fitness, and other established requirements for an individual Loan Originator 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 on a regular basis and/or for extended periods.

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

Provide comprehensive banking services, including transaction processing, account opening, account servicing, and loan processing, while ensuring accuracy and efficiency.
Provide prompt, accurate, and courteous service and resolve client 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 customer financial needs and presenting tailored product and service solutions.
Build and expand customer relationships through outbound calls for service, sales, and account onboarding.
Use CRM software to capture client information, record activities, schedule follow-up actions, and identify potential sales opportunities.
Collaborate with Broadway bankers and line-of-business partners to connect customers with relevant 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 applicable laws, regulations, and bank policies.