Relationship Banker I/II/III - Huebner Financial Center

Broadway Bank; San Antonio (TX); On-site; USD 45,000 - 75,000; Full time

Job summary

Broadway Bank is seeking a Relationship Banker I/II/III for the Huebner Financial Center in San Antonio. The ideal candidate will deliver exceptional banking experiences, build lasting customer relationships, and meet sales goals through effective communication and comprehensive banking services. This full-time, entry-level position will involve providing clients with a wide range of banking products while ensuring a high standard of service.

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

Qualifications

• Retail or consultative sales experience is required.
• Proven success in meeting sales goals.
• 2+ years of financial services experience preferred for advanced positions.

Responsibilities

• Provide comprehensive banking services and ensure customer satisfaction.
• Engage customers through active listening to build trust.
• Achieve sales goals through tailored financial solutions.

Skills

Effective communication skills

Cultural intelligence

Customer relationship management

Strong problem-solving skills

Attention to detail

Organizational skills

Education

High school diploma or equivalent

4-year degree or equivalent experience preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Relationship Banker I/II/III - Huebner Financial Center

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Relationship Banker I/II/III - Huebner Financial Center

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

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.

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 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.
• Relationship Banker II – above accountabilities plus:
• Ensure the needs of the customer are being meet and assisting them with deepening the relationship by cross-selling and referring to partners when financial needs are identified such as Business Banking, Mortgage (real estate secured & portfolio mortgages), Merchant Services, Wealth Management or Treasury Management.
• Effective use of all applications and systems utilized in the banker role.
• Relationship Banker III – above accountabilities plus:
• Expert in processing all consumer loans including Home Equity Loans and Lines of Credit from application to closing.
• Demonstrate high proficiency in first contact resolution for issues with banking services and accounts.
• Expert in all applications and systems utilized in the banker role.
• Acts as a mentor for colleagues and supports branch leadership activities.
• Ability to provide coaching and instruction to others on complex matters involving high levels of detail.
  

Experience & Education

Relationship Banker I:

• 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.
  
  

Relationship Banker II

• 1-2 years of retail banking or financial services experience.
• Demonstrated Sales & Service experience with proven success in establishing and meeting sales goals using a consultative sales approach.
• Proficiency in using personal computers, Microsoft Word, Excel, and Outlook.
• High School diploma or equivalent required; some college-level coursework is desirable.
• 4-year degree and/or an equivalent combination of education and work experience in retail sales and service is preferred.
  
  

Relationship Banker III

• Minimum of 2+ years of retail banking or financial services experience.
• High School diploma or equivalent required.
• 4-year degree and/or an equivalent combination of education and work experience in retail sales and service is preferred.
• Demonstrated Sales & Service experience with proven success in establishing and meeting sales goals using a consultative sales approach.
• Experience with personal computers, Microsoft Word, Excel, and Outlook.
  
  

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.
  
  

We’re a culture that offers resources to benefit your overall health and well-being:

• Career Development and Mentorship Programs
• Generous paid time 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 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.

Member FDIC

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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