Relationship Banker I/II/III - Stone Oak Financial Center

Broadway Bank; San Antonio (TX); On-site; USD 35,000 - 65,000; Full time

Job summary

An established industry player in the banking sector is seeking a Relationship Banker to deliver exceptional banking experiences. This role involves providing a full scope of products and services while building strong customer relationships. The ideal candidate will engage with clients, understand their financial needs, and offer tailored solutions. With a focus on teamwork and collaboration, you will work closely with colleagues to connect customers with the right expertise. This position offers a supportive environment for professional growth, generous paid time off, and a commitment to employee well-being, making it an exciting opportunity for those passionate about customer 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

• Previous retail or consultative sales experience is essential.
• Proven success in establishing and meeting sales goals.
• Ability to work independently and as part of a team.

Responsibilities

• Provide comprehensive banking services and ensure accuracy.
• Engage customers to build lasting relationships and trust.
• Achieve sales goals by understanding customer financial needs.

Skills

Effective communication skills

Cultural intelligence

Team engagement

Customer relationship management (CRM) software

Strong problem-solving skills

Attention to detail

Organizational skills

Time management skills

Education

High school diploma or equivalent

Some college-level coursework

4-year degree

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

CRM software

Job description

Position: Relationship Banker I/II/III - Stone Oak 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