Relationship Banker I/II/III - Schertz Financial Center

Position: Relationship Banker I/II/III - Schertz Financial Center | Division: Retail FC

Work Days: Monday - Friday, & rotating Saturdays | Hours of Operation: Monday - Friday 7:45 AM- 6:15 PM, and Saturdays 8:45 AM-1:15 PM

Why Broadway Bank:

We are one of the largest independently owned banks in Texas with offerings in personal and private banking, wealth management, business banking and mortgage lending.

Purpose of the Position:

Deliver
the best banking experience-resulting in lasting relationships. Provide
full scope of products and services to deliver all capabilities of Broadway
Bank to our customers.

Key Accountabilities:

• Deliver
  outstanding service to our customers in order to meet established goals:
  • Use a consultative sales
    approach in order to deliver the full scope of Broadway's capabilities and
    fulfilling customers' stated and unstated needs.
  • Discover and escalate
    referral opportunities to the appropriate Specialist partner and ensuring
    timely follow up.
  • Ensure customers are
    introduced to appropriate team members to ensure seamless relationship
    management and to leverage specialists' knowledge and experience for
    additional opportunities.
  • Maintain good working
    knowledge of the bank's full scope of products and services to ensure
    ability to make appropriate recommendations and referrals.
• Expand new and existing
  client relationships:
  • Creating an exceptional customer experience by building
    relationships, assessing needs, recommending products and services, and
    executing the opening process for the following: consumer deposit account,
    savings accounts, time deposit (CD), safe deposit boxes, consumer loans,
    and credit cards.
  • Actively participate in
    campaigns and promotions, ensuring that activities are completed in a
    timely manner and that follow up activities are scheduled accordingly.
  • Effective use of EnAct
    to capture client information, record client activities, schedule follow
    up activities, identify next likely sales opportunities and other related
    activities to facilitate robust customer relationship management.
  • Complete new
    customer/new account on boarding activities as prescribed.
  • Maintains excellent
    customer service and has the ability to problem solve customer requests.
• Meet
  or exceed operational standards:
  • Perform account
    openings, customer maintenance, processing loan applications and closing
    loans in keeping with established procedures in order to ensure timely
    service delivery.
  • Process a variety of
    customer transactions, which may include cash handling by hand, via cash
    recyclers, ATMs and/or Automated Banking Machines.
  • Ensure customer
    transactions are processed in keeping with all compliance, regulatory and
    procedural requirements.
  • Adhere to established
    safety and security protocols.
  • Adhere to established
    cash handling and check cashing procedures.
  • Performs other duties as
    assigned by Financial Center Manager.
• Relationship Banker II -
  above accountabilities plus:
  • Ensure the needs of the
    customer are being meet and assisting them with deepening the
    relationship by cross-selling and referring to partners when financial
    needs are identified such as Business Banking, Mortgage (real estate
    secured & portfolio mortgages), Merchant Services, Wealth Management
    or Treasury Management.
  • Effective
    use of all applications and systems utilized in the banker role.
• Relationship Banker III
  - above accountabilities plus:
  • Expert in processing all
    consumer loans including Home Equity Loans and Lines of Credit from
    application to closing.
  • Demonstrate high proficiency in first contact
    resolution for issues with banking services and accounts.
  • Expert
    in all applications and systems utilized in the banker role.
  • Acts
    as a mentor for colleagues and supports branch leadership activities.
  • Ability
    to provide coaching and instruction to others on complex matters
    involving high levels of detail.

Competencies and Skills:

• Effective Communication
• Cultural Intelligence
• Team Engagement
• Self-Development

Work Experience Requirements:

Relationship Banker I:

• Previous retail or consultative sales experience.
• 4-year degree and/or equivalent combination of education and work experience in retail sales and service.
• Demonstrated Sales & Service experience that includes proven success in establishing and meeting sales goals.
• Experience in the use of personal computers, Microsoft Word, Excel and Outlook.

Relationship Banker II:

• 1-2 years of retails banking or financial services experience.
• 4-year degree and/or equivalent combination of education and work experience in retails sales and service in lieu of retail banking and financial services experience.
• Demonstrated Sales & Service experience that includes proven success in establishing and meeting sales goals utilizing the consultative sales approach.
• Experience in the use of personal computers, Microsoft Word, Excel and Outlook.

Relationship Banker III:

• 2+ years of retail banking or financial services experience.
• 4-year degree and/or an equivalent combination of education and work experience in retails sales and service in lieu of retail banking and financial services experience.
• Demonstrated Sales & Service experience that includes proven success in establishing and meeting sales goals utilizing the consultative sales approach.
• Experience in the use of personal computer, Microsoft Word, Excel and Outlook.

Education Requirements:

• High School diploma or equivalent.
• Some college-level coursework is desirable.

Other Qualifications:

• 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.

Other Requirements:

• Work involves sitting, extended periods of standing, occasional walking and lifting up to 50 pounds.
• Requires close visual acuity.
• Occasional travel within a geographic area may be required.

We're a culture that offers resources to benefit your overall health and well-being:

• Employee Impact Groups
• Career Development and Mentorship Programs
• Generous paid time off, minimum 4 weeks
• Employee recognition, awards, and events
• Free vision insurance
• Retirement matching
• Tuition reimbursement
  

This job description is not designed to be a comprehensive listing of duties, responsibilities, or activities that are required for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Broadway Bank is proud to be an Equal Opportunity and Affirmative Action Employer. Broadway Bank is a drug-free and tobacco-free workplace, with a nicotine-free hiring policy. All qualified applicants will receive consideration for employment without regard to race, color, ethnicity, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, genetic data or other legally protected status.
Member FDIC