Broadway Bank Looking for Relationship Associate I- Private Banking at San Antonio, TX  Full Time

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.

Purpose of the Position:

Provides administrative and financial support to designated Private
Bankers in a high volume, deadline driven environment. This includes opening deposit products, preparing
loan origination documentation, servicing existing depository products and
processing client account requests. Supports
the Business Bankers in every aspect of customer servicing as needed.

Offers exceptional personal service and expertise to high net-worth
individuals, commercial clients and their related entities. The Private Banking Relationship Associate is
the key point of contact between the client and all areas of the bank and
ensures a positive customer experience is achieved through timely follow-up and
resolution to issues.

Fosters Broadway’s culture by collaborating with bank partners and
developing positive relationships within all areas of the organization.

Explores efficiencies with existing technology to improve processes
within the bank and embraces advancements in banking technology and internal
applications.

Key
Accountabilities:

Provides Deposit Services Support:

• Opens depository accounts for high net worth clients, commercial clients, and their related entities. Ensures all documents are accurate and ready for client acceptance.
• Conducts effective Know Your Customer (KYC) screening of prospective and existing clients. Reviews due diligence documentation and adheres to the risk guidelines established for client onboarding.
• Resolves risk exceptions in a timely manner to include red flags, outstanding documentation, missing signatures, etc.
• Coordinates and expedites the delivery of new account documentation through the utilization of the bank’s electronic signature and secure portal systems as needed.
• Provides fraud assistance to clients by:
  
  • Closing/reopening accounts identified to have fraud/suspicious activity
  • Monitoring and following up on transactional activity as needed
  • Processing required paperwork for disputes and redirecting credits/debits for funding.
• Assists with client account related requests such as wire transfers, funds transfer, stop payments, inquiries about bank deposit and loan products, ATM and debit card usage and limits, inquiries on account transactions, questions on funds availability, and handles account research.
• Collaborates with bank partners and departments on service issues affecting the client experience. Provides a timely and professional approach to client support.
• Coordinates and works with Private Bankers to monitor and decision overdrafts.
• Ensures depository compliance with regulations, bank policies, and procedures. Will be held accountable for errors that lead to compliance, regulatory, and audit concerns.

Provides Lending Support:

• Coordinates the origination, modification and renewal of consumer and commercial loans and lines of credit to include:
  
  • Preparing loan worksheets and presentations
  • Managing the collection of confidential client financial information
  • Ordering lien searches, Secretary of State formation documents, and Comptroller’s Certificate of Good Standing documents as needed
  • Entering consumer and business loan application information in the lending software
  • Ensuring loan documentation is accurate and ready for client acceptance
  • Conducting loan closings
  • Expediting the loan documentation through the utilization of the bank’s electronic signature and secure portal systems as needed
  • Scanning supporting and financial documentation into the imaging system
• Monitors and clears upcoming loan maturities, delinquent accounts, and exceptions (collateral and financial).
• Ensures lending compliance with regulations, bank policies, and procedures.
• Registers and maintains 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).
• Meets and maintains financial responsibility, character and general fitness standards along with all other established requirements for an individual Loan Originator in accordance with Regulation Z.

Oversees Daily Activities:

• Handles a high volume of phone calls and interacts with high net worth clientele in a professional and effective manner.
• Processes client deposits, loan payments/payoffs, loan advances and check orders.
• Performs general office functions such as greeting clients for scheduled meetings, filing, making copies, sorting mail, etc.
• Assists Private Bankers with maintaining and updating information in Enact (CRM) to include creating profiles, updating client information, creating and tracking appointments, and sending referrals to other business partners.
• Displays good working knowledge of the bank’s products and services.
• Schedules appointments for Private Bankers as needed.
• Prepares monthly expense reports for Private Bankers as needed.
• Serves as a Notary.
• Performs other duties as assigned.

Supports Bank Initiatives:

• Contributes to the overall delivery of quality client experience and participates with the on-going development and improvement of bank’s processes.
• Embraces advancements in bank technology, software and internal applications and displays a positive approach in managing change.

Competencies and Skills:

• Ability to maintain high service standards, prioritize and multi-task despite pressing deadlines
• High attention to detail
• Ability to maintain client satisfaction and generate positive client relationships
• Demonstrated dependability and comfortable with working in a high paced environment
• Strong communication and collaboration with all levels of management and employees
• Ability to be a dynamic team member
• Excellent judgment skills and resourceful
• Strong drive for continuous improvement

Work Experience Requirements:

• 3+ years of administrative experience in a financial institution covering a variety of duties including contact with high net-worth clients.
• Exceptional client service and phone skills.
• Extensive knowledge in credit, deposit and treasury products and a broad understanding of operational processes.
• Excellent interpersonal, verbal, and written communication skills.
• Strong understanding of loan and new account documentation, procedures and policies.
• Strong organization and time management skills with the ability to make independent decisions
• Experience in identifying client needs and cross selling bank products
• Strong interpersonal skills with the ability to work in a team environment and provide support for others

Education Requirements:

• High School diploma or equivalent

Technology
Requirements:

• Strong proficiency using Microsoft Office products
• Experience with bank core systems
• Experience using imaging
  systems for research

Other
Requirements:

• 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).

We’re a culture that offers resources to benefit your overall health and well-being:

• Employee Impact Groups
• Career Development and Mentorship Programs
• Generous paid time off, minimum 4 weeks
• Employee recognition, awards, and events
• 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 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, protected veteran status, genetic data or other legally protected
status.
Member
FDIC