Home > San Antonio jobs > San Antonio accounting/financial

Posted: Tuesday, October 24, 2017 3:28 PM

Position: Relationship Banker - Nacogdoches Financial Center | Division: Retail Banking Management | Grade: N27 Work Days: Mon - Fri, Sat | Work Hours: 7:15 am to 6:15 pm, 8:45 am to 1:15 pm Purpose of the Position: Deliver the best banking experience resulting in lasting relationships. Provide fullscope of products and services to deliver all capabilities of Broadway Bank to our customers. Key Accountabilities: Deliver outstanding service to our customers in order to meet established goals: Use a consultative sales approach in order to deliver the full scope of Broadway's capabilities and fulfilling customers stated and unstated needs.Discover and escalate referral opportunities to the appropriate Specialist partner and 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 customer relationhip management.Complete new customer/new account on boarding activities as prescribed. Meet or exceed operational standards: Perform account openings, customer maintenance, processing loan applications and closing loans in keeping with established procedures in order to ensure timely service delivery.Process a variety of customer transactions, which may include cash handling by hand, via cash recyclers, ATMs and/or Automated Banking Machines.Ensure customer transactions are processed in keeping with all compliance, regulatory and procedural requirements.Adhere to established safety and security protocols.Adhere to established cash handling and check cashing procedures. Performs other duties as assigned by Financial Center Manager. Competencies and Skills: Effective CommunicationCultural IntelligenceTeam EngagementSelf Development Work Experience Requirements: 1+ years in financial services industry 4 year degree or a combination of post-secondary education with commensurate sales & service experience may be considered in lieu of specialized experience. Demonstrated Sales & Service experience that includes proven success in establishing and meeting sales goals Experience in the use of personal computers, Microsoft Word, Excel and Outlook is required. 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. 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. This job description is not designed to be a comprehensive listing of duties, responsibilities, or activities that are required for this job. Duties, responsibilities, and activities may change at any time with or without notice. Broadway Bank is proud to be an Equal Opportunity and Affirmative Action Employer. Broadway Bank is a drug-free and tobacco-free workplace, with a nicotine-free hiring policy. All qualified applicants will receive consideration for employment without regard to race, color, ethnicity, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, genetic data or other legally protected status. Member FDIC
Associated topics: banker, client, loan servicing officer, loan underwriter, mortgage, mortgage loan originator, mortgage underwriter, personal banker i, personal banker iv, sell


• Location: San Antonio

• Post ID: 32531447 sanantonio is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2017