Position: Relationship Banker-Transaction Specialist (Main Financial Center) | Division: Sales & Service
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.
Purpose of the Position:
Deliver the best banking
experience-resulting in lasting relationships. Provide full scope of
products and services to deliver all capabilities of Broadway Bank to our
customers.
Key Accountabilities:
- Deliver outstanding
service to our customers to meet established goals:
- Use a
consultative sales approach to discover and escalate referral
opportunities to the appropriate Relationship Banker or Specialist
partner to fulfill customers stated and unstated needs.
- Discover and
escalate referral opportunities to the appropriate Specialist partner and
ensuring timely follow up.
- Ensure
customers are introduced to appropriate team members to ensure seamless
relationship management and to leverage specialists' knowledge and
experience for additional opportunities.
- Maintain
good working knowledge of the bank's full scope of products and services
to ensure ability to make appropriate recommendations and referrals.
- Communicate
clearly in a professional manner with the ability to conduct business in
a confidential manner.
- Meet or
exceed operational standards:
- Perform
customer maintenance, order debit cards, process change of address
requests, order checks and other customer requests as deemed necessary
and keeping with established procedures to ensure timely service
delivery.
- Process a
variety of customer transactions, which may include cash handling by
hand, via cash recyclers, ATMs and/or Automated Banking Machines.
- Identify
fraudulent activity to prevent potential losses to the bank following BSA
policies.
- Ensure
customer transactions are processed in keeping with all compliance,
regulatory and procedural requirements.
- Adhere to
established safety and security protocols.
- Adhere to
established cash handling and check cashing procedures.
- Handle
multiple tasks within a fast-paced team environment and prioritizing
work.
- Performs
other duties as assigned by Financial Center Manager.
Competencies & Skills:
- Effective Communication
- Cultural Intelligence
- Team Engagement
- Self
Development
Work Experience Requirements:
- 6 months' customer service experience,
preferably in the financial services industry, with emphasis in sales and
service.
- Demonstrated Sales & Service experience
that includes proven success in establishing and meeting sales goals.
- Experience in the use of personal computers,
Microsoft Word, Excel and Outlook is required.
Education Requirements:
- High school diploma or equivalent.
- Some college level course work is desirable.
- Bachelor's degree preferred.
Other Qualifications:
- 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.
Other Requirements:
- Work involves sitting, extended periods of standing, occasional walking and lifting up to 50 pounds.
- Requires close visual acuity.
- Occasional travel within a geographic area may be required.
We're a culture that offers resources to benefit your overall health and well-being:
- Employee Impact Groups
- 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 and Affirmative Action 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, ethnicity, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, genetic data or other legally protected status.
Member FDIC