Senior Relationship Banker

3 weeks ago

Boerne, United States Broadway Bank Full time
Position: Senior Relationship Banker - Boerne Financial Center | Division: Sales & Service

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.

Position Overview:

The SeniorRelationship Banker plays a pivotal role in delivering exceptional bankingexperiences that foster lasting relationships with customers. This roleinvolves providing comprehensive products and services that leverage the fullcapabilities of Broadway Bank, ensuring clients' needs are met througheffective consultation and collaboration.

Essential Functions:
  • Collaborate with financial center team members to provide outstanding service and meet established goals.
  • Utilize a consultative sales approach to make tailored product and service recommendations, addressing both stated and unstated customer needs.
  • Identify and escalate referral opportunities to the appropriate specialist partners, ensuring timely follow-up and engagement.
  • Facilitate seamless relationship management by introducing customers to the right team members, leveraging their expertise for additional opportunities.
  • Maintain a thorough understanding of the bank's product and service offerings to provide accurate recommendations and referrals.
  • Actively engage in campaigns and promotions, ensuring timely execution and scheduling of follow-up activities.
  • Effectively use EnAct to capture client information, document activities, schedule follow-ups, and identify potential sales opportunities.
  • Oversee the completion of 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, and adherence to 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, ensuring compliance with procedures and audit requirements.
  • Assume responsibility for the financial center in the absence of the Financial Center Manager.
  • Perform other duties as assigned by the Financial Center Manager.
  • This position may require travel within the Bank's geographic area.
Experience & Education:
  • 3+ years of experience in the financial services industry, including new accounts and consumer loans.
  • Demonstrated sales and service experience with proven success in establishing and meeting sales goals.
  • High School diploma required, some college coursework desirable.
Skills & Qualifications:
  • Effective communication skills, with the ability to engage clients and team members.
  • Cultural intelligence to work effectively with diverse populations.
  • Proven team engagement skills to foster a collaborative work environment.
  • Commitment to self-development and continuous improvement.
  • Strong organizational skills and attention to detail.
  • Proficiency in utilizing banking software and customer relationship management systems.
  • Ability to analyze customer needs and propose appropriate solutions.
  • Capacity to manage multiple priorities and meet deadlines in a fast-paced environment.
  • Knowledge of banking products, services, and regulatory compliance.
  • Demonstrated sales skills with a track record of meeting or exceeding sales goals.
Other Requirements:
  • 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.
  • Mortgage Loan Origination Eligibility as a Mortgage Loan Officer (MLO) with the Nationwide Mortgage Licensing System (NMLS) and Registry and in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act)
  • Requires the ability to lift, carry, push, pull weights or otherwise move objects weighing as much as 10 lbs. on a regular basis and/or for extended periods of time during the workday.
  • Occasional overtime or extended hours 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

  • Senior Companion

    2 weeks ago

    Boerne, United States Always Best Care Senior Services Full time

    Job Overview:We are a leading provider of senior care services, dedicated to supporting seniors in maintaining their independence and dignity. Our team of experienced caregivers provides personalized care and support to clients in the comfort of their own homes.About the Position:- Provide personalized care and support to seniors in their homes- Assist with...

  • Senior Installation Manager

    1 week ago

    Boerne, Texas, United States Branson Design Group, LLC Full time

    Job DescriptionAs a Senior Installation Manager at Branson Design Group, LLC, you will be responsible for leading a team of technicians to deliver high-quality audio/video and control system installations for residential and commercial clients.What You Will DoLead and motivate a team to successfully complete projects within budget and timeframeDevelop and...

  • Senior Audit Manager Position

    1 week ago

    Boerne, United States Keller Executive Search Full time

    Job OverviewKeller Executive Search is seeking a seasoned Senior Audit Manager to join their dynamic team in a hybrid work arrangement. As an experienced professional, you will oversee audit engagements, nurture client relationships, and lead high-performing audit teams. This role offers a perfect blend of leadership, technical expertise, and strategic...

  • Full-Time Trust and Probate Litigation Assistant

    2 weeks ago

    Boerne, Texas, United States Brock Upham Yost & Strieber, PLLC Full time

    Key ResponsibilitiesMaintain a busy caseload including docket management, drafting and reviewing pleadings, trial preparation, and proactive assistance to attorneys as assigned.Develop strong working relationships with senior attorneys, clients, and other team members to provide exceptional litigation support services.

  • Senior Finance Manager

    6 days ago

    Boerne, United States Keller Executive Search Full time

    Responsibilities and Requirements:The Finance and Operations Director will oversee all aspects of financial planning, budgeting, and forecasting, ensuring compliance with all relevant financial regulations and reporting requirements. Key responsibilities also include managing cash flow, maintaining strong relationships with banking partners, and providing...

  • Lead Auditor Role Opportunity

    7 days ago

    Boerne, United States Keller Executive Search Full time

    Job SummaryKeller Executive Search is looking for a skilled Senior Audit Manager to join their team in a hybrid work arrangement. As a seasoned professional, you will play a pivotal role in overseeing audit engagements, building strong client relationships, and leading high-performing audit teams. This role offers a unique blend of leadership, technical...

  • Caregiver

    1 day ago

    Boerne, United States HomeWell Care Services Full time

    Do you want to be treated with the respect you deserve? At HomeWell Care Services we treat our employees with dignity, compassion, and respect. Join a team that recognizes you are the lifeblood of the home care industry. We are looking for compassionate Caregivers to be part of our team and join us in our mission of enhancing seniors' lives, one day at a...

  • Senior Sales and Marketing Coordinator

    1 week ago

    Boerne, United States Fives-S Group Full time

    Job OverviewAbout the CompanyFive-S Group is a leading provider of innovative solutions and services to the industry. Our mission is to deliver exceptional value to our customers through our commitment to quality, reliability, and customer satisfaction.We are seeking an experienced Business Development Manager to join our team and contribute to our continued...

  • Warehouse Operations Manager

    6 days ago

    Boerne, United States Keller Executive Search Full time

    Job OverviewWe are seeking an experienced Warehouse Operations Leader to join our team in San Antonio. As a key member of our operations team, you will be responsible for overseeing the day-to-day activities of our warehouse, ensuring seamless logistics and supply chain management.The ideal candidate will have a proven track record in warehouse management,...

  • Executive Audit Director

    7 days ago

    Boerne, United States Keller Executive Search Full time

    **Job Overview**Keller Executive Search is seeking an experienced Audit Manager to join their dynamic team in a hybrid work arrangement. The ideal candidate will have a strong background in audit management, excellent leadership skills, and the ability to foster client relationships.About Our ClientOur client is a leading accounting and advisory firm...

  • High-Level Structural Systems Specialist

    1 week ago

    Boerne, United States MbSolutions Inc Full time

    We are seeking an experienced High-Level Structural Systems Specialist to join our team at MbSolutions Inc.About the RoleThis exciting opportunity is for a skilled engineer with expertise in structural systems and mechanisms. As a Senior Structures and Mechanisms Engineer, you will play a critical role in supporting the Earth to Moon mission.Your...

  • Nurse Consultant

    3 weeks ago

    Boerne, United States Optum Full time

    WellMed, part of the Optum family of businesses, is seeking a RN Clinical Coding Nurse Consultantto join our team in San Antonio, Texas. Optum is a clinician-led care organization that is changing the way clinicians work and live. As a member of the Optum Care Delivery team, you’ll be an integral part of our vision to make healthcare better for...

  • RN Clinical Coding Nurse Consultant WellMed San Antonio Texas

    2 months ago

    Boerne, United States UnitedHealth Group Full time

    **Opportunities at WellMed** , part of the Optum family of businesses. We believe all patients are entitled to the highest level of medical care. Here, you will join a team who shares your passion for helping people achieve better health. With opportunities for physicians, clinical staff and non-patient-facing roles, you can make a difference with us as you...

  • Data Center Construction Project Coordinator

    4 weeks ago

    Boerne, United States Tactical Overwatch Command LLC Full time

    Job SummaryWe are seeking a highly skilled Data Center Construction Project Coordinator to join our team at Tactical Overwatch Command LLC.About UsTactical Overwatch Command LLC is a service-disabled Veteran-owned small business (SDVOB) certified through the National Veterans Business Development Council (NVBDC). We specialize in construction professional...

  • Strategic Finance Director

    6 days ago

    Boerne, United States Keller Executive Search Full time

    About the CompanyKeller Executive Search is a leading business consulting firm dedicated to helping organizations optimize their performance and achieve sustainable growth. We are seeking a highly skilled and experienced Finance and Operations Director to join our team and play a pivotal role in shaping our financial strategy and operational excellence.Job...

  • Utilization Manager

    1 week ago

    Boerne, United States Optum Full time

    WellMed, part of the Optum family of businesses, is seeking a Registered Nurse Case or Utilization Manager to join our team in Texas. Optum is a clinician-led care organization that is changing the way clinicians work and live.As a member of the Optum Care Delivery team, you’ll be an integral part of our vision to make healthcare better for everyone.At...