Overview
Senior Relationship Banker – Dripping Financial Center Jobs in Springs, South Africa at Source Point Staffing
Location: Springs
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Position:
Senior Relationship Banker – Dripping Springs 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:
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 andcollaboration.
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.
Experience &Education:
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.
Skills & Qualifications:
Effective communicationskills, with the ability to engage clients and team members.
Cultural intelligence to work effectively withdiversepopulations.
Proven team engagement skills to foster acollaborative workenvironment.
Commitment to self-development andcontinuous improvement.
Strong organizational skills andattention to detail.
Proficiency in utilizing banking software andcustomer relationshipm…
Title: Senior Relationship Banker – Dripping Financial Center
Company: Source Point Staffing
Location: Springs, South Africa
Category: Finance & Banking, Sales
