Senior Relationship Banker - Kyle Financial Center

Broadway Bank; Kyle (TX); Presencial; USD 55.000 - 75.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Career development

Paid time off

Employee recognition

Free vision insurance

Retirement matching

Tuition reimbursement

Descripción de la vacante

Broadway Bank seeks a Senior Relationship Banker at the Kyle Financial Center to deliver exceptional banking experiences and build lasting client relationships. You will consult on full product suites, identify referrals, and onboard new customers while meeting sales goals.

Applicants should have 3+ years in financial services, strong communication, and familiarity with banking software and CRM systems. Travel within the region may be required.

Formación

• 3+ years in financial services, new accounts and consumer loans preferred.
• Proven sales experience with meeting goals.
• Strong communication and teamwork abilities.

Responsabilidades

• Collaborate with team to deliver excellent service and meet goals.
• Use a consultative approach to tailor product recommendations.
• Identify referral opportunities and ensure timely follow-up.
• Onboard new customers and assist with account openings.
• Comply with security protocols and regulatory requirements.

Conocimientos

Effective communication

Team engagement

Sales experience

Banking product knowledge

Regulatory compliance

CRM proficiency

Educación

High School diploma

Herramientas

CRM systems

Banking software

Descripción del empleo

Position: Senior Relationship Banker - Kyle Financial Center | Division: Retail FC | Work Days: Monday - Friday and rotating Saturdays| Hours of Operation: Monday - Friday 7:45am - 5:15pm, 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 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 elevate 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, 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.

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