Senior Relationship Banker - Medical Center Financial Center

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 Senior Relationship Banker plays a pivotal role in delivering exceptional banking experiences that foster lasting relationships with customers. This role involves providing comprehensive products and services that leverage the full capabilities of Broadway Bank, ensuring clients'' needs are met through effective consultation and collaboration.

Essential Functions:

• Collaborate with financial center team members to provide outstanding service and meet established goals.
• Utilize a consultative sales approach to make tailored product and service recommendations, addressing both stated and unstated customer needs.
• Identify and escalate referral opportunities to the appropriate specialist partners, ensuring timely follow-up and engagement.
• Facilitate seamless relationship management by introducing customers to the right team members, leveraging their expertise for additional opportunities.
• Maintain a thorough understanding of the bank's product and service offerings to provide accurate recommendations and referrals.
• Actively engage in campaigns and promotions, ensuring timely execution and scheduling of follow-up activities.
• Effectively use EnAct to capture client information, document activities, schedule follow-ups, and identify potential sales opportunities.
• Oversee the completion of new customer onboarding and account opening processes.
• Assist the Financial Center Manager with daily execution of Sales & Service Protocols to drive activity and revenue growth.
• Ensure compliance with security protocols, staff training, and adherence to applicable laws and regulations.
• Model Broadway Bank's values and foster engagement among financial center team members.
• Meet or exceed operational standards, including transaction processing, budget monitoring, and managing customer inquiries.
• Authorize check cashing, overdraft payments, and cashier's checks within established limits.
• Manage the Safe Deposit area, ensuring compliance with procedures and audit requirements.
• Assume responsibility for the financial center in the absence of the Financial Center Manager.
• Perform other duties as assigned by the Financial Center Manager.
• This position may require travel within the Bank's geographic area.