Relationship Banker

5 days ago

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

Broadway Bank is seeking a skilled Relationship Banker to join our team. As a Relationship Banker, you will be responsible for delivering exceptional customer experiences, expanding client relationships, and meeting operational standards.

Key Responsibilities
  • Customer Service
    • Provide outstanding service to customers to meet established goals.
    • Use a consultative sales approach to deliver the full scope of Broadway Bank's capabilities and fulfill customers' stated and unstated needs.
    • Discover and escalate referral opportunities to the appropriate Specialist partner and ensure timely follow-up.
    • Maintain good working knowledge of the bank's full scope of products and services to ensure ability to make appropriate recommendations and referrals.
  • Relationship Building
    • Create an exceptional customer experience by building relationships, assessing needs, recommending products and services, and executing the opening process for consumer deposit accounts, 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 onboarding activities as prescribed.
    • Maintain excellent customer service and have the ability to problem-solve customer requests.
  • Operational Standards
    • Perform account openings, customer maintenance, processing loan applications, and closing loans in keeping with established procedures 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.
    • Perform other duties as assigned by Financial Center Manager.
    Requirements
    • Education
      • High School diploma or equivalent.
      • Some college-level coursework is desirable.
    • Work Experience
      • 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.
      • Relationship Banker II: 1-2 years of retail banking or financial services experience. 4-year degree and/or equivalent combination of education and work experience in retail sales and service.
      • Relationship Banker III: 2+ years of retail banking or financial services experience. 4-year degree and/or equivalent combination of education and work experience in retail sales and service.
    • Skills
      • Effective communication.
      • Cultural intelligence.
      • Team engagement.
      • Self-development.
      What We Offer
      • 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.

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