Relationship Banker-Transaction Specialist Stone Oak Financial Center

Relationship Banker-Transaction Specialist Stone Oak Financial Center

Position
:
Relationship Banker-Transaction Specialist Stone Oak Financial Center |
Division
:
Retail FC

Work Days
:
Monday - Friday, rotating Saturdays |
Hours of Operation
:
Monday - Friday 7:45 AM- 6:15 PM, and Saturdays 8:45 AM-1:15 PM

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:

This role is essential for delivering an exceptional banking experience, fostering lasting relationships with customers by providing a comprehensive range of products and services at Broadway Bank. This position plays a vital role in understanding and meeting customer needs, ensuring the seamless delivery of banking solutions through effective collaboration with team members.

Essential Functions:

• Deliver outstanding service to customers to meet established goals by employing a consultative sales approach that identifies both stated and unstated needs.
• Escalate referral opportunities to the appropriate Relationship Banker or Specialist partner to fulfill customer requirements efficiently.
• Facilitate introductions between customers and team members, ensuring seamless relationship management and leveraging specialist expertise for additional opportunities.
• Execute customer maintenance tasks, including ordering debit cards, processing change of address requests, and fulfilling other customer requests in alignment with established procedures for timely service delivery.
• Process a variety of customer transactions, including cash handling through cash recyclers, ATMs, and Automated Banking Machines, ensuring accuracy and security.
• Identify and report fraudulent activity to prevent potential losses, adhering to Bank Secrecy Act (BSA) policies.
• Ensure that all customer transactions comply with regulatory and procedural requirements, maintaining the bank’s reputation for security and compliance.
• Follow established safety and security protocols and cash handling procedures to safeguard bank assets.
• Handle multiple tasks in a fast-paced team environment, prioritizing work effectively to meet deadlines and operational standards.
• Engage in continuous self-development and training to enhance personal skills and contribute positively to team dynamics.
• Perform other duties as assigned by the Financial Center Manager, demonstrating flexibility and a willingness to assist in various operational areas.
• Must be able to work onsite, as working remotely is not an option for this position.
• This position may require travel within the Bank’s geographic area.

Experience &

Education:

• Minimum of 6 months of customer service experience, preferably within the financial services industry, emphasizing sales and service.
• Proven track record in sales and service, with demonstrated success in establishing and meeting sales goals.

Skills &

Qualifications:

• Ability to convey information clearly and professionally.
• Sensitivity to diverse customer backgrounds and needs.
• Strong interpersonal skills to foster collaboration and teamwork.
• Commitment to continuous learning and professional growth.
• Experience using personal computers and proficiency in Microsoft Word, Excel, and Outlook.
• Demonstrated ability to meet and exceed sales targets.
• Ability to maintain accuracy in transaction processing and compliance.
• Capacity to identify issues and develop effective solutions.
• Strong organizational skills to prioritize tasks effectively in a fast-paced environment.
• A genuine focus on understanding and meeting customer needs.

Other Requirements:

• 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.
• Requires the ability to lift, carry, push, pull weights or otherwise move objects weighing as much as 10 lbs on a regular basis and/or for extended periods of time during the workday.
• Occasional overtime or extended hours may be required.

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