Senior Relationship Banker - Dripping Springs Financial Center

Broadway Bank•Dripping Springs, TX

About The Position

The Senior Relationship Banker delivers exceptional banking experiences that foster lasting customer relationships. The role provides comprehensive products and services by leveraging Broadway Bank’s capabilities and meeting customer needs through consultation and collaboration. The position works with financial center team members, specialist partners, and the Financial Center Manager to provide service, support sales goals, and execute daily operations. It may require travel within the Bank’s geographic area. The role may also require occasional overtime or extended hours.

Requirements

At least 3 years of experience in the financial services industry, including new accounts and consumer loans.
Demonstrated sales and service experience with proven success establishing and meeting sales goals.
High school diploma required.
Effective communication skills and the ability to engage clients and team members.
Cultural intelligence to work effectively with diverse populations.
Team engagement skills that support 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.
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 tailored products and services that address stated and unstated customer needs.
Identify and escalate referral opportunities to appropriate specialist partners and ensure timely follow-up.
Introduce customers to appropriate 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 client information, document activities, schedule follow-ups, and identify potential 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 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 in compliance 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.