Small Business Banker

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 Small Business Banker
is responsible for supporting small business clients by assisting with account
openings, loan packages, and treasury management solutions while also engaging
in business development activities. This role blends administrative functions
with sales responsibilities to enhance customer relationships and drive
business growth. The Small Business Banker will work closely with financial
center teams and business banking partners to ensure high-quality service and
tailored financial solutions for small business clients.

Essential Functions:

Administrative & Support Functions:

• Assist
  with account openings, loan application processing, and gathering required
  financial documentation.
• Process
  and track loan workflows from approval to funding, ensuring compliance
  with banking policies.
• Review
  loan documentation for accuracy and adherence to approved terms.
• Support
  post-closing requirements, including follow-ups on outstanding conditions.
• Address
  client inquiries, process transactions, and assist with resolving service
  issues.
• Manage
  past-due accounts and coordinate with internal teams to ensure timely
  resolution.
• Provide
  treasury management support, including setting up business accounts and
  online banking services.

Sales & Relationship Management:

• Maintain
  regular contact with small business clients to provide financial guidance
  and support their growth.
• Conduct
  financial reviews to assess client needs and recommend banking solutions,
  including credit, deposit, and treasury products.
• Develop
  and maintain strong relationships through networking, client outreach, and
  community involvement.
• Proactively
  identify cross-selling opportunities and refer clients to other banking
  partners as needed.
• Support
  business development initiatives, including lead generation and client
  acquisition efforts.
• This position may require travel within the Bank's geographic area.

Experience & Education:

• 3-5 years of experience in Financial Services to include Consumer, Business or Private Banking.
• 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 documentation, procedures and policies.
• Strong time management skills with the ability to make independent decisions.
• Experience in identifying client needs, reviewing analysis statements, and cross selling bank products.
• Strong interpersonal skills
  with the ability to work in a team environment.

Skills & Qualifications:

• Ability to handle multiple tasks and work effectively under pressure.
• Proficiency in relevant software and systems (e.g., Sageworks, documentation tools).
• Previous experience in a client-facing or administrative support role is preferred.
• Client-focused with a proactive approach to problem-solving.
• Collaborative and able to work effectively with internal teams.
• Detail-oriented with a strong commitment to accuracy.

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 all other 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
• 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 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.

Member FDIC