Senior Relationship Banker - Dripping Springs Financial Center

Purpose of the Position:

• Deliver the best banking experience—resulting in lasting relationships. Provide the appropriate products and services to deliver of all capabilities of Broadway Bank to our customers.

Key Accountabilities:

• Work in conjunction with the financial center team members to 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 to ensure ability to make appropriate recommendations and referrals.

• Expand new and existing client relationships:

• 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 client relationship management.

• Complete new customer/new account opening and on boarding activities.

• Assists the Financial Center Manager in the day to day execution of the Sale & Service Protocols to help drive activity and grow revenue.

• Oversees financial center operations and acts as a resource to ensure team safety and adherence to security protocols.

• Ensure that staff participates in appropriate training to perform standard sales and service delivery. Ensure business activities are conducted in compliance with all applicable laws and regulations through compliance training.

• Consistently model Broadway Bank’s values and behaviors and foster engagement among financial center team members.

• Meet or exceed operational standards:

• Assist financial center management with scheduling and time system management of financial center staff.

• Process a variety of customer transactions, which may include cash handling by hand, via cash recyclers, ATMs and/or Automated Banking Machines.

• Works with Financial Center Manager in monitoring the annual financial center budget and assist in managing noninterest expense by controlling losses.

• Authorizes the cashing of checks, payment of overdrafts and signing of cashier’s checks within funds review dollar limits and handles routine customer inquiries, problems and complaints regarding banking services.

• Manages the Safe Deposit area for the financial center, ensuring adherence to procedures, compliance and audit requirements (if applicable).

• Implements operational policy and ensures all transactions are processed in compliance with federal, state and bank requirements. Ensures thorough training, direct observation and testing that the financial center is operationally sound and is operating within internal written policies and procedures and bank audit standards. Ensures completion and approves monthly audits, reports and checklists.

• In the absence of the Financial Center Manager, assumes responsibility for the financial center.

• Other duties as assigned by the Financial Center Manager.

Competencies & Skills:

• Effective Communication
• Cultural Intelligence
• Team Engagement
• Self Development

Work Experience Requirements:

• 3+ years in financial services industry that includes new accounts and consumer loans experience.
• Demonstrated Sales & Service experience that includes proven success in establishing and meeting sales goals

Education Requirements:

• High School diploma with some college 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.
• Mortgage Loan Origination Eligibility as a Mortgage Loan Officer (MLO) with the Nationwide Mortgage Licensing System (NMLS) and Registry and in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act)

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.