What are the responsibilities and job description for the Relationship Banker - Transaction Specialist - Stone Oak Financial Center position at Broadway Bank?
Position: Relationship Banker - Transaction Specialist - Stone Oak 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
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
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
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, veteran status, genetic data or other legally protected status.
Member FDIC
