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Relationship Banker I/II/III

2 months ago


San Antonio, Texas, United States Broadway Bank Full time
Job Summary

Broadway Bank is seeking a highly skilled Relationship Banker I/II/III to join our team. As a Relationship Banker, you will be responsible for delivering exceptional customer service, building strong relationships with clients, and providing personalized financial solutions to meet their needs.

Key Responsibilities
  • Customer Service: Provide outstanding service to customers, responding to their inquiries and resolving any issues in a timely and professional manner.
  • Relationship Building: Build and maintain strong relationships with clients, understanding their financial goals and objectives, and providing tailored solutions to meet their needs.
  • Product Knowledge: Maintain a deep understanding of Broadway Bank's products and services, including deposit accounts, loans, and investment products.
  • Sales and Marketing: Identify opportunities to cross-sell and upsell products and services to clients, and participate in sales and marketing initiatives to drive business growth.
  • Operational Excellence: Ensure that all customer transactions are processed accurately and efficiently, and that all regulatory and compliance requirements are met.
Requirements
  • Education: High school diploma or equivalent required; some college-level coursework desirable.
  • Experience: Previous retail or consultative sales experience required; 1-2 years of retail banking or financial services experience preferred.
  • Skills: Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues. Proficiency in Microsoft Office and other banking software applications.
Competencies and Skills
  • Effective Communication: Ability to communicate complex financial information in a clear and concise manner.
  • Cultural Intelligence: Ability to understand and appreciate diverse cultural backgrounds and perspectives.
  • Team Engagement: Ability to work collaboratively with colleagues to achieve business objectives.
  • Self-Development: Ability to continuously learn and develop new skills to stay up-to-date with industry trends and best practices.
Work Environment

Broadway Bank is a dynamic and fast-paced work environment that offers a range of benefits and opportunities for growth and development. We are committed to providing a safe and inclusive work environment that supports the well-being of our employees.