Senior Relationship Banker - Potranco Financial Center

• 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.

• 3+ years of experience in the financial services industry, including new accounts and consumer loans.
• Demonstrated sales and service experience with proven success in establishing and meeting sales goals.
• High School diploma required, some college coursework desirable.

• Effective communication skills, with the ability to engage clients and team members.
• Cultural intelligence to work effectively with diverse populations.
• Proven team engagement skills to foster a collaborative work environment.
• Commitment to self-development and continuous improvement.
• Strong organizational skills and attention to detail.
• Proficiency in utilizing banking software and customer relationship management systems.
• Ability to analyze customer needs and propose appropriate solutions.
• Capacity to manage multiple priorities and meet deadlines in a fast-paced environment.
• Knowledge of banking products, services, and regulatory compliance.
• Demonstrated sales skills with a track record of meeting or exceeding sales goals.

• 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.
• Mortgage Loan Origination Eligibility as a Mortgage Loan Officer (MLO) with the Nationwide Mortgage Licensing System (NMLS) and Registry and in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act)
• 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.

• Career Development and Mentorship Programs
• Generous paid time off, minimum 4 weeks
• Employee recognition, awards, and events
• Free vision insurance
• Retirement matching
• Tuition reimbursement

Broadway Bank