Senior Relationship Banker - Kyle Financial Center

Broadway Bank•Kyle, TX

24d•Onsite

About The Position

The Senior Relationship Banker delivers exceptional banking experiences and fosters lasting customer relationships. The role provides comprehensive banking products and services by consulting with customers and collaborating with colleagues and specialist partners to address their needs. The banker also supports financial center sales and service operations, account opening, compliance, and daily execution of established protocols. The position may require travel within the Bank’s geographic area.

Requirements

At least 3 years of experience in the financial services industry, including new accounts and consumer loans.
Demonstrated sales and service experience with success establishing and meeting sales goals.
High school diploma required.
Effective communication skills and ability to engage clients and team members.
Cultural intelligence to work effectively with diverse populations.
Team engagement skills to foster a collaborative work environment.
Commitment to self-development and continuous improvement.
Strong organizational skills and attention to detail.
Proficiency with banking software and customer relationship management systems.
Ability to analyze customer needs and propose appropriate solutions.
Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
Knowledge of banking products, services, and regulatory compliance.
Demonstrated sales skills and a track record of meeting or exceeding sales goals.
Meet and maintain financial responsibility, character, and general fitness standards and other established requirements for an individual Loan Originator under Regulation Z.
Successfully complete and pass pre-employment testing.
Be eligible to originate mortgage loans as a Mortgage Loan Officer (MLO) through the Nationwide Mortgage Licensing System and Registry, in accordance with the S.A.F.E. Act.
Ability to lift, carry, push, pull, or otherwise move objects weighing up to 10 pounds regularly and/or for extended periods during the workday.

Nice To Haves

Some college coursework is desirable.

Responsibilities

Collaborate with financial center team members to provide outstanding service and meet established goals.
Use a consultative sales approach to recommend products and services tailored to customers’ stated and unstated needs.
Identify and escalate referral opportunities to appropriate specialist partners and ensure timely follow-up.
Connect customers with relevant team members to support relationship management and identify additional opportunities.
Maintain knowledge of the Bank’s products and services to provide accurate recommendations and referrals.
Participate in campaigns and promotions and schedule follow-up activities.
Use EnAct to capture customer information, document activities, schedule follow-ups, and identify sales opportunities.
Oversee 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, applicable laws, and regulations.
Model Broadway Bank’s values and foster engagement among financial center team members.
Meet operational standards for transaction processing, budget monitoring, and customer inquiries.
Authorize check cashing, overdraft payments, and cashier’s checks within established limits.
Manage the Safe Deposit area in accordance with procedures and audit requirements.
Assume responsibility for the financial center when the Financial Center Manager is absent.
Perform other duties as assigned by the Financial Center Manager.