Relationship Banker-Transaction Specialist - City Base Landing Financial Center

Broadway Bank; San Antonio (TX); On-site; USD 40,000 - 60,000; Full time

Job summary

An established industry player is seeking a Relationship Banker-Transaction Specialist to enhance customer experiences and foster lasting relationships. This full-time role involves providing a comprehensive range of banking services, ensuring regulatory compliance, and collaborating with team members to meet customer needs. With a focus on sales and service, you will play a vital role in the bank's success. The ideal candidate will possess strong interpersonal skills, a commitment to continuous learning, and a passion for delivering outstanding customer service. Join a supportive team that values your growth and well-being.

Benefits

Career Development and Mentorship Programs

Generous Paid Time Off, Minimum 4 Weeks

Employee Recognition and Awards

Free Vision Insurance

Retirement Matching

Tuition Reimbursement

Qualifications

• Minimum 6 months of customer service experience in financial services.
• Proven track record in sales with successful goal achievement.

Responsibilities

• Deliver exceptional service and identify customer needs through a consultative approach.
• Process transactions accurately and ensure compliance with regulations.

Skills

Customer Service Experience

Sales Skills

Interpersonal Skills

Organizational Skills

Problem Solving

Continuous Learning

Education

High School Diploma

Relevant Financial Services Training

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

Relationship Banker-Transaction Specialist - City Base Landing Financial Center

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Relationship Banker-Transaction Specialist - City Base Landing Financial Center

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Position : Relationship Banker-Transaction Specialist - City Base Landing 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

This role is essential for delivering an exceptional banking experience, fostering lasting relationships with customers by providing a comprehensive range of products and services at Broadway Bank. This position plays a vital role in understanding and meeting customer needs, ensuring the seamless delivery of banking solutions through effective collaboration with team members.

Essential Functions

• Deliver outstanding service to customers to meet established goals by employing a consultative sales approach that identifies both stated and unstated needs.
• Escalate referral opportunities to the appropriate Relationship Banker or Specialist partner to fulfill customer requirements efficiently.
• Facilitate introductions between customers and team members, ensuring seamless relationship management and leveraging specialist expertise for additional opportunities.
• Execute customer maintenance tasks, including ordering debit cards, processing change of address requests, and fulfilling other customer requests in alignment with established procedures for timely service delivery.
• Process a variety of customer transactions, including cash handling through cash recyclers, ATMs, and Automated Banking Machines, ensuring accuracy and security.
• Identify and report fraudulent activity to prevent potential losses, adhering to Bank Secrecy Act (BSA) policies.
• Ensure that all customer transactions comply with regulatory and procedural requirements, maintaining the bank’s reputation for security and compliance.
• Follow established safety and security protocols and cash handling procedures to safeguard bank assets.
• Handle multiple tasks in a fast-paced team environment, prioritizing work effectively to meet deadlines and operational standards.
• Engage in continuous self-development and training to enhance personal skills and contribute positively to team dynamics.
• Perform other duties as assigned by the Financial Center Manager, demonstrating flexibility and a willingness to assist in various operational areas.
• Must be able to work onsite, as working remotely is not an option for this position.
• This position may require travel within the Bank’s geographic area.
  
  

Experience & Education

• Minimum of 6 months of customer service experience, preferably within the financial services industry, emphasizing sales and service.
• Proven track record in sales and service, with demonstrated success in establishing and meeting sales goals.
  
  

Skills & Qualifications

• Ability to convey information clearly and professionally.
• Sensitivity to diverse customer backgrounds and needs.
• Strong interpersonal skills to foster collaboration and teamwork.
• Commitment to continuous learning and professional growth.
• Experience using personal computers and proficiency in Microsoft Word, Excel, and Outlook.
• Demonstrated ability to meet and exceed sales targets.
• Ability to maintain accuracy in transaction processing and compliance.
• Capacity to identify issues and develop effective solutions.
• Strong organizational skills to prioritize tasks effectively in a fast-paced environment.
• A genuine focus on understanding and meeting customer needs.
  
  

Other Requirements

• Meet and maintain financial responsibility, character and general fitness standards along with all other established requirements for an individual Loan Originator in accordance with Regulation Z.
• Completion and successful passing of pre-employment testing.
• Requires the ability to lift, carry, push, pull weights or otherwise move objects weighing as much as 10 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 me 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

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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