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:

Deliver the best bankingexperience—resulting in lasting relationships. Provide full scope ofproducts and services to deliver all capabilities of Broadway Bank to ourcustomers.

Key Accountabilities:

• Deliver outstanding service to our customers to meet established goals:
  • Use a consultative sales approach to discover and escalate referral opportunities to the appropriate Relationship Banker or Specialist partner to fulfill 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.
  • Communicate clearly in a professional manner with the ability to conduct business in a confidential manner.
• Meet or exceed operational standards:
  • Perform customer maintenance, order debit cards, process change of address requests, order checks and other customer requests as deemed necessary and keeping with established procedures 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.
  • Identify fraudulent activity to prevent potential losses to the bank following BSA policies.
  • 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.
  • Handle multiple tasks within a fast-paced team environment and prioritizing work.
• Performs other duties as assigned by Financial Center Manager.