Position: Blue Skies Relationship Manager | Division: Retail FC| Work Days: Monday - Friday | Hours of Operation: 8:00-5:00
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 Blue Skies Relationship Manager plays a pivotal role in leading the facility to deliver an exceptional banking experience that fosters lasting relationships. This role executes strategic direction for Retail within the facility, maximizing the delivery of all capabilities of Broadway Bank to customers. The position is responsible for maintaining and growing the established book of business while proactively sourcing new business from future residents and staff. Opportunities will be sought to introduce and engage line-of-business partners to deepen relationships. Oversight of satellite offices, where applicable, is also included. Essential Functions:
- Leverage
available data resources (e.g., B360, Client Reports, Household trends) to optimize client potential and meet or exceed established goals. - Coordinate
sales and service activities with the Area Sales and Service Executive and Specialist partners to implement effective target strategies within military communities served. - Perform
outbound wellness calls to the assigned book of business, engaging in community service and civic involvement to ensure a satisfactory return on investment aligned with target sales and service strategies. - Ensure the
facility is aligned with the bank's cultural standards. - Coach, mentor,
and observe team members to enhance the effective delivery of financial center objectives. - Maintain a
strong working knowledge of the bank's comprehensive product and service offerings to effectively source opportunities across all lines of business. - Manage sales
campaigns and strategies, leveraging individual team member strengths to maximize overall results. - Establish and
uphold service standards to consistently deliver excellent customer experiences. - Directly
supervise the financial center team, including interviewing, hiring, conducting performance evaluations, and managing corrective actions. - Ensure
appropriate ADP attendance and time management and maintain staffing in accordance with the target model. - Oversee weekly
and vacation schedules to ensure adequate staffing and consistent maintenance of customer service standards. - Provide
guidance to team members for above-limit transactions (e.g., wire transfers, check cashing, deposit acceptance). - Ensure timely
completion of mandatory compliance training by all employees. - Facilitate the
accurate completion of assigned audit duties, maintaining proper controls. - Ensure
adherence to established policies, procedures, and regulatory guidelines. - Comply with the provisions of Issuance of Access Credentials to Contractors, Vendors and Civilians Requiring Routine Official Installation Access, Requesting Authority for DBIDS Access Card.
- Serve as a liaison between Broadway Bank and any of the following entities: Bank Military Liaison Officer on JBSA, AMBA (Association of Military Bank of America) Program Manager, AMBA President and CEO, BAMC Security Force, ARC Community Center Personnel, US Treasury, Blue Skies East and Blue Skies West.
- Manage Key Performance Indicators (KPIs) to uphold expected levels of quality and accuracy.
- Ensure the
operational integrity and appearance of the facilities, reporting issues promptly. - Perform other
duties as assigned by Area Sales and Service Executive. - This position may require travel within the Bank's geographic area.
- Must be able to work onsite, as working remotely is not an option for this position.
Experience & Education:
- 5+ years of experience in financial institutions, preferably in leadership roles.
- Proven sales management expertise.
- Strong knowledge of financial center operations.
- High School diploma required; a four-year college degree is preferred.
Skills & Qualifications:
- Exceptional communication skills, with a focus on effective interaction with clients and team members.
- Cultural intelligence to work effectively within diverse environments.
- Team engagement and talent management capabilities.
- A strong drive for operational excellence and compliance adherence.
- Strong organizational skills to manage multiple responsibilities effectively.
Other Requirements:
- Register and maintain registry 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).
- Meet and maintain financial responsibility, character and general fitness standards along with established requirements for an individual Loan Originator in accordance with Regulation Z.
- 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.
We're a culture that offers resources to benefit your overall health and well-being:
- Career Development and Mentorship Programs
- Generous paid time off, minimum 4 weeks
- Free vision insurance
- Retirement matching
- Tuition reimbursement
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 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, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.
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