Senior Relationship Banker - Fredericksburg Financial Center

Broadway Bank; Fredericksburg, Town of Texas, City of Amsterdam (VA, WI, NY); On-site; USD 40,000 - 70,000; Full time

Job summary

An established industry player is seeking a Senior Relationship Banker to enhance customer experiences and foster lasting relationships. This role involves collaborating with a dedicated team to provide comprehensive banking solutions tailored to client needs. With a focus on effective consultation and relationship management, you will play a key role in driving sales and ensuring compliance with banking standards. Enjoy a supportive work environment that values career development and offers generous paid time off, along with various employee recognition programs. If you are passionate about delivering exceptional service and thrive in a dynamic environment, this opportunity is perfect for you.

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

• 3+ years in financial services, focusing on new accounts and consumer loans.
• Demonstrated success in sales and service with proven sales goal achievements.

Responsibilities

• Collaborate with team to provide outstanding service and meet goals.
• Utilize a consultative sales approach for tailored product recommendations.

Skills

Effective communication skills

Cultural intelligence

Team engagement skills

Organizational skills

Banking product knowledge

Sales skills

Education

High School diploma

Some college coursework

Tools

Banking software

Customer relationship management systems

Job description

Position: Senior Relationship Banker - Fredericksburg 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

Position Overview:

The Senior
Relationship Banker plays a pivotal role in delivering exceptional banking
experiences that foster lasting relationships with customers. This role
involves providing comprehensive products and services that leverage the full
capabilities of Broadway Bank, ensuring clients' needs are met through
effective consultation and collaboration.

Essential Functions:

• Collaborate with financial center team members to provide outstanding service and meet established goals.
• Utilize a consultative sales approach to make tailored product and service recommendations, addressing both stated and unstated customer needs.
• Identify and escalate referral opportunities to the appropriate specialist partners, ensuring timely follow-up and engagement.
• Facilitate seamless relationship management by introducing customers to the right team members, leveraging their expertise for additional opportunities.
• Maintain a thorough understanding of the bank's product and service offerings to provide accurate recommendations and referrals.
• Actively engage in campaigns and promotions, ensuring timely execution and scheduling of follow-up activities.
• Effectively use EnAct to capture client information, document activities, schedule follow-ups, and identify potential sales opportunities.
• Oversee the completion of new customer onboarding and account opening processes.
• Assist the Financial Center Manager with daily execution of Sales & Service Protocols to drive activity and revenue growth.
• Ensure compliance with security protocols, staff training, and adherence to applicable laws and regulations.
• Model Broadway Bank's values and foster engagement among financial center team members.
• Meet or exceed operational standards, including transaction processing, budget monitoring, and managing customer inquiries.
• Authorize check cashing, overdraft payments, and cashier's checks within established limits.
• Manage the Safe Deposit area, ensuring compliance with procedures and audit requirements.
• Assume responsibility for the financial center in the absence of the Financial Center Manager.
• Perform other duties as assigned by the Financial Center Manager.
• This position may require travel within the Bank's geographic area.

Experience & Education:

• 3+ years of experience in the financial services industry, including new accounts and consumer loans.
• Demonstrated sales and service experience with proven success in establishing and meeting sales goals.
• High School diploma required, some college coursework desirable.

Skills & Qualifications:

• Effective communication skills, with the ability to engage clients and team members.
• Cultural intelligence to work effectively with diverse populations.
• Proven team engagement skills to foster a collaborative work environment.
• Commitment to self-development and continuous improvement.
• Strong organizational skills and attention to detail.
• Proficiency in utilizing banking software and customer relationship management systems.
• Ability to analyze customer needs and propose appropriate solutions.
• Capacity to manage multiple priorities and meet deadlines in a fast-paced environment.
• Knowledge of banking products, services, and regulatory compliance.
• Demonstrated sales skills with a track record of meeting or exceeding sales goals.

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.
• Mortgage Loan Origination Eligibility as a Mortgage Loan Officer (MLO) with the Nationwide Mortgage Licensing System (NMLS) and Registry and in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act)
• 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 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