Relationship Banker I/II/III - Stone Oak 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 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.