Relationship Banker I/II/III - Stone Oak Financial Center

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:
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.
• Relationship Banker II – above accountabilities plus:
  • Ensure the needs of the customer are being meet and assisting them with deepening the relationship by cross-selling and referring to partners when financial needs are identified such as Business Banking, Mortgage (real estate secured & portfolio mortgages), Merchant Services, Wealth Management or Treasury Management.
  • Effective use of all applications and systems utilized in the banker role.
• Relationship Banker III – above accountabilities plus:
  • Expert in processing all consumer loans including Home Equity Loans and Lines of Credit from application to closing.
  • Demonstrate high proficiency in first contact resolution for issues with banking services and accounts.
  • Expert in all applications and systems utilized in the banker role.
  • Acts as a mentor for colleagues and supports branch leadership activities.
  • Ability to provide coaching and instruction to others on complex matters involving high levels of detail.

Experience & Education:

Relationship Banker I:

• 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.

Relationship Banker II:

• 1-2 years of retail banking or financial services experience.
• Demonstrated Sales & Service experience with proven success in establishing and meeting sales goals using a consultative sales approach.
• Proficiency in using personal computers, Microsoft Word, Excel, and Outlook.
• High School diploma or equivalent required; some college-level coursework is desirable.
• 4-year degree and/or an equivalent combination of education and work experience in retail sales and service is preferred.

Relationship Banker III:

• Minimum of 2 years of retail banking or financial services experience.
• High School diploma or equivalent required.
• 4-year degree and/or an equivalent combination of education and work experience in retail sales and service is preferred.
• Demonstrated Sales & Service experience with proven success in establishing and meeting sales goals using a consultative sales approach.
• Experience with personal computers, Microsoft Word, Excel, and Outlook.

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