Relationship Banker - Boerne Financial Center
Boerne, TX 
Posted 3 days ago
Job Description

Position: Relationship Banker - Boerne Financial Center | Division: Personal Banking

Work Days: Monday - Friday, Rotating Saturdays | Work Hours: 7:30am - 6:15pm; 8:45am - 1:15pm

Purpose of the Position:

Deliver the best banking experience-resulting in lasting relationships. Provide products and services to deliver all capabilities of Broadway Bank 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 make appropriate product and service recommendations ensuring delivery of the full scope of Broadway's capabilities and fulfilling customers' stated and unstated needs.

    • Uncover and escalate referral opportunities to the appropriate Specialist partner, 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 in order to make appropriate recommendations and referrals.

  • Expand new and existing client relationships.

    • Actively participate in campaigns and promotions as assigned, 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 aspects of proactive relationship management.

    • Complete new customer/new account onboarding activities as prescribed.

  • Meet or exceed operational standards

    • 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

Competencies and Skills:

  • Effective Communication

  • Cultural Intelligence

  • Team Engagement

  • Self Development

Work Experience Requirements:

  • Previous financial industry experience preferred.

  • 4-year degree or a combination of post-secondary education with commensurate sales and service experience in lieu of financial services experience.

  • Demonstrated Sales & Service experience that includes proven success in establishing and meeting sales goals

  • Experience in the use of personal computers, Microsoft Word, Excel and Outlook.

Education Requirements:

  • High School diploma or equivalent.

  • Some college-level coursework is desirable.

Other Qualifications:

  • 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.

Other Requirements:

  • Work involves sitting, extended periods of standing, occasional walking and lifting up to 50 pounds.

  • Requires close visual acuity.

  • Occasional travel within a geographic area may be required.

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, veteran status, genetic data or other legally protected status.

Member FDIC


Job Summary
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Education
High School or Equivalent
Required Experience
4+ years
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