Relationship Banker I/II/III - Bulverde Financial Center

Broadway Bank; Spring Branch (TX); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Career Development and Mentorship Programs

Generous paid time off, minimum 4 weeks

Employee recognition, awards, and events

Free vision insurance

Retirement matching

Tuition reimbursement

Job summary

Broadway Bank in Spring Branch, Texas is seeking a Relationship Banker I/II/III. The role involves providing exceptional banking services, building lasting customer relationships, and achieving sales goals.

Candidates should have retail sales experience and a commitment to customer service. Benefits include generous paid time off, employee recognition programs, and retirement matching.

Qualifications

• Previous retail or consultative sales experience.
• Demonstrated success in establishing and meeting sales goals.
• High attention to detail and accuracy in transaction processing.

Responsibilities

• Provide comprehensive banking services, including transaction processing.
• Engage customers through personal connections and active listening.
• Achieve sales goals by presenting tailored solutions.

Skills

Effective communication skills

Cultural intelligence

Team engagement

Problem-solving skills

Detail-oriented

Time management

Education

High school diploma or equivalent

4-year degree or equivalent experience

Tools

Microsoft Word

Excel

Outlook

CRM software

Job description

Position

Relationship Banker I/II/III - Bulverde Financial Center | Division: Retail FC

Work Days & Hours

Monday - Friday, rotating Saturdays. Hours: Monday - Friday 7:45 AM-5:30 PM; Saturdays 8:45 AM-1:30 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.

Position Overview

The Relationship Banker is responsible for delivering an exceptional banking experience that results in lasting customer relationships. This role provides a full scope of products and services, ensuring customers receive the full capabilities of Broadway Bank.

Essential Functions

• Provide comprehensive banking services, including transaction 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.
• Travel within the Bank’s geographic area may be required.

Experience & Education

• 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.

Skills & Qualifications

• Effective communication skills.
• Cultural intelligence.
• Team engagement.
• Commitment to self‑development.
• Ability to build and maintain strong customer relationships.
• Proficiency in using customer relationship management (CRM) software.
• Strong problem‑solving skills.
• Ability to work independently and as part of a team.
• Attention to detail and accuracy in transaction processing.
• Strong organizational and time‑management skills.

Other Requirements

• Meet and maintain financial responsibility, character and general fitness standards along with all other established requirements for an individual Loan Originator (LO) in accordance with Regulation Z.
• Work involves sitting, extended periods of standing and occasional walking.
• Requires close visual acuity.
• Requires the ability to lift, carry, push, pull weights or otherwise move objects weighing as much as 50 lbs. on a regular basis and/or for extended periods of time during the workday.
• Occasional overtime or extended hours may be required.

Benefits

• Career Development and Mentorship Programs
• Generous paid time off, minimum 4 weeks
• Employee recognition, awards, and events
• Free vision insurance
• Retirement matching
• Tuition reimbursement

Legal Notice

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 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, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.
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