Relationship Banker: Build Lasting Client Relationships

Broadway Bank; San Antonio (TX); Hybrid; USD 42,000 - 68,000; Full time

Benefits offered by this job

Career Development and Mentorship

Generous paid time off

Employee recognition

Free vision insurance

Retirement matching

Job summary

Broadway Bank in San Antonio, TX seeks a Relationship Banker to deliver an exceptional banking experience and build lasting customer relationships by offering a full range of products and services.

You will handle transactions, open accounts, process loans, and educate customers on deposit and loan products while meeting sales goals. Strong CRM usage, outbound calls, and teamwork are essential. This on-site role requires excellent communication and a customer-first mindset.

Qualifications

• Previous retail or consultative sales experience.
• Demonstrated sales and service experience with proven success in establishing and meeting sales goals.
• Experience in using personal computers, including Microsoft Word, Excel, and Outlook.
• High school diploma or equivalent is required; some college-level coursework is a plus.
• 4-year degree and/or an equivalent combination of education and work experience in retail sales and service is preferred.

Responsibilities

• Provide comprehensive banking services, including transactions processing, account opening, servicing, and loan processing, while ensuring accuracy and efficiency.
• Ensure prompt, accurate, and courteous service, and resolve client concerns directly or through appropriate referrals.
• Engage customers through personal connections, open-ended questions, and active listening to build lasting relationships and trust.
• Maintain deep expertise in all Broadway deposit and loan products to effectively educate and advise customers.
• Achieve sales goals by understanding customer financial needs and presenting tailored solutions for Broadway’s products and services.
• Build and expand relationships through outbound calls for service, sales, and account onboarding.
• Utilize CRM effectively to capture client information, record activities, schedule follow-up actions, and identify next likely sales opportunities, facilitating robust customer relationship management.
• Work collaboratively with Broadway bankers and LOB partners to connect customers with the right expertise for their financial needs.
• Manage risk, practice loss prevention, and adhere to security policies while maintaining confidentiality.
• Support retail objectives and meet regularly with Financial Center Manager to review goals and performance.
• Perform other duties as assigned in compliance with laws, regulations, and bank policies.
• This position may require travel within the Bank’s geographic area.

Job description

Broadway Bank in San Antonio, TX seeks a Relationship Banker to deliver an exceptional banking experience and build lasting customer relationships by offering a full range of products and services.

You will handle transactions, open accounts, process loans, and educate customers on deposit and loan products while meeting sales goals. Strong CRM usage, outbound calls, and teamwork are essential. This on-site role requires excellent communication and a customer-first mindset.