Relationship Banker I/II/III - Main Financial Center
Broadway Bank
Invite-only right now: save jobs, track applications, build tailored resumesAlready have an account? Log in
- Location
- San Antonio, United States
- Job type
- Full time
- Posted
- Oct 13
- 7 days ago
Career path
See where this role leads
Jigup maps the next three moves from a job like this one, with the titles and the skills each step asks for.
About the company
Broadway Bank
Financial services · 501 to 1,000 employees
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.
What you'll do
- Provide banking services, process transactions and accounts, resolve customer concerns, and build lasting relationships.
- Advise customers on products, achieve sales goals, use CRM to manage follow-ups, and collaborate with bankers and partners.
Key skills
CRMactive listeningloss preventioncustomer relationship management
Keywords for your resumePro
The words this employer's screening is likely to look for.
This job lists resume keywords
The terms this posting uses, pulled out so you can mirror them in your resume. Jigup Pro members see the list on the job board.
See full description on company page, apply now
Read the full posting here
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:
The Relationship
Banker is responsible for delivering an exceptional banking experience that
results in lasting customer relationships. This role provides a full scope of
products and services, ensuring customers receive the full capabilities of
Broadway Bank.
Essential Functions:
Provide comprehensive banking services, including transactions processing, account opening, servicing, and loan processing, while ensuring accuracy and efficiency.Ensure prompt, accurate, and courteous service, and resolve client concerns directly or through appropriate referrals.Engage customers through personal connections, open-ended questions, and active listening to build lasting relationships and trust.Maintain deep expertise in all Broadway deposit and loan products to effectively educate and advise customers.Achieve sales goals by understanding customer financial needs and presenting tailored solutions for Broadway’s products and services.Build and expand relationships through outbound calls for service, sales, and account onboarding.Utilize CRM effectively to capture client information, record activities, schedule follow-up actions, and identify next likely sales opportunities, facilitating robust customer relationship management.Work collaboratively with Broadway bankers and LOB partners to connect customers with the right expertise for their financial needs.Manage risk, practice loss prevention, and adhere to security policies while maintaining confidentiality.Support retail objectives and meet regularly with Financial Center Manager to review goals and performance.Perform other duties as assigned in compliance with laws, regulations, and bank policies.This position may require travel within the Bank’s geographic area.