Relationship Banker I/II/III - Wimberly Financial Center

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

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

Work Days: Monday - Friday and rotating Saturdays | Hours of Operation: Monday - Friday 7:45am - 6:15pm, Saturdays 8:45am - 1:15pm

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.

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.

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, tobacco-free, and a nicotine-free workplace. 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