Relationship Banker-Transaction Specialist (Main Financial Center)

Position: Relationship Banker-Transaction Specialist (Main 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.

Purpose of the Position:

Deliver the best bankingexperience-resulting in lasting relationships. Provide full scope ofproducts and services to deliver all capabilities of Broadway Bank to ourcustomers.

Key Accountabilities:

• Deliver outstanding service to our customers to meet established goals:
  • Use a consultative sales approach to discover and escalate referral opportunities to the appropriate Relationship Banker or Specialist partner to fulfill 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.
  • Communicate clearly in a professional manner with the ability to conduct business in a confidential manner.
• Meet or exceed operational standards:
  • Perform customer maintenance, order debit cards, process change of address requests, order checks and other customer requests as deemed necessary and 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.
  • Identify fraudulent activity to prevent potential losses to the bank following BSA policies.
  • 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.
  • Handle multiple tasks within a fast-paced team environment and prioritizing work.
• Performs other duties as assigned by Financial Center Manager. 

Competencies & Skills:

• Effective Communication
• Cultural Intelligence
• Team Engagement
• SelfDevelopment

Work Experience Requirements:

• 6 months' customer service experience, preferably in the financial services industry, with emphasis in 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 is required.

Education Requirements:

• High school diploma or equivalent.
• Some college level course work is desirable.
• Bachelor's degree preferred.

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 me 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