What are the responsibilities and job description for the Relationship Banker - Transaction Specialist - Kerrville Financial Center position at Broadway Bank?
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:
- 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
