Relationship Banker: Grow Client Relationships & Solutions

Broadway Bank; Wimberley (TX); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Generous paid time off

Career development and mentorship

Free vision insurance

Retirement matching

Tuition reimbursement

Job summary

Broadway Bank is seeking a Relationship Banker I/II/III at the Wimberly Financial Center. You will deliver a full range of banking services, educate customers on products, and build lasting relationships through consultative service.

Expect to meet sales goals, handle account openings, and collaborate with LOB partners while maintaining security and compliance in daily operations. The role requires strong communication and CRM proficiency.

Qualifications

• HS diploma or equivalent required; college coursework a plus.
• 4-year degree or equivalent work experience preferred.
• Experience with CRM and financial services is desirable.

Responsibilities

• Provide transactions processing, account opening, servicing, and loan processing.
• Deliver prompt, courteous service and refer when needed.
• Build relationships through questions, listening, and trust.
• Educate customers on Broadway deposit and loan products.
• Achieve sales goals by understanding client financial needs.
• Expand relationships via outbound calls for service and onboarding.

Skills

Effective communication

Team engagement

Customer relationships

CRM proficiency

Problem solving

Attention to detail

Time management

Education

HS diploma or equivalent

4-year degree preferred

Some college coursework a plus

Tools

CRM software

Microsoft Word

Excel

Outlook

Job description

Broadway Bank is seeking a Relationship Banker I/II/III at the Wimberly Financial Center. You will deliver a full range of banking services, educate customers on products, and build lasting relationships through consultative service.

Expect to meet sales goals, handle account openings, and collaborate with LOB partners while maintaining security and compliance in daily operations. The role requires strong communication and CRM proficiency.