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:

Deliverthe best banking experience—resulting in lasting relationships. Providefull scope of products and services to deliver all capabilities of BroadwayBank to our customers.

Key Accountabilities:

• Deliver outstanding service to our customers in order to meet established goals:
  • Use a consultative sales approach in order to deliver the full scope of Broadway's capabilities and fulfilling 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.
• Expand new and existing client relationships:
  • Creating an exceptional customer experience by building relationships, assessing needs, recommending products and services, and executing the opening process for the following: consumer deposit account, savings accounts, time deposit (CD), safe deposit boxes, consumer loans, and credit cards.
  • Actively participate in campaigns and promotions, ensuring that activities are completed in a timely manner and that follow up activities are scheduled accordingly.
  • Effective use of EnAct to capture client information, record client activities, schedule follow up activities, identify next likely sales opportunities and other related activities to facilitate robust customer relationship management.
  • Complete new customer/new account on boarding activities as prescribed.
  • Maintains excellent customer service and has the ability to problem solve customer requests.
• Meet or exceed operational standards:
  • Perform account openings, customer maintenance, processing loan applications and closing loans in keeping with established procedures in order 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.
  • 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.
  • Performs other duties as assigned by Financial Center Manager.
• 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.