Relationship Banker - Transaction Specialist - Stone Oak Financial Center

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