Relationship Assistant I – Commercial Banking

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 Relationship Assistant I in Commercial Banking plays a
pivotal role in supporting the bank’s commercial lenders and ensuring client
satisfaction and retention. This position acts as the primary point of contact
for commercial banking clients, facilitating communication between the client
and various bank departments. The role is crucial for providing comprehensive
credit, documentation, Customer Relationship Management (CRM), marketing, and
administrative support within the Commercial Banking Group.

Essential Functions:

• Prepare commercial loan packages and memorandums for approval.
• Generate worksheets and collect supporting documentation for loan processing.
• Ensure loan documents are accurate and reflect approved terms.
• Conduct loan closings and prepare financial documentation for imaging.
• Monitor and resolve collateral and credit exceptions.
• Handle client requests for information, assistance, and research.
• Process advances, payments, transfers, and account maintenance.
• Address inquiries regarding bank products and services.
• Respond to and resolve routine and complex client service issues.
• Support treasury management solutions.
• Assist bankers in maintaining and updating CRM system information.
• Prepare and manage CRM call and pipeline reports.
• Manage overdrafts, past due payments, and post-loan closing requirements.
• Liaise with internal partners to address and resolve issues.
• Contribute to the development of relationship assistant function procedures.
• Participate in commercial banking projects and perform additional duties as needed.
• This position may require travel within the Bank’s geographic area.

experience & education:

• 1 year in commercial banking with client contact,
  credit support, and administrative experience.
• Extensive knowledge of
  credit, deposit, and treasury products, and a comprehensive understanding
  of operational processes.
• Strong expertise in loan documentation,
  procedures, and policies.
• High School diploma or equivalent required.

Skills & Qualifications:

• Excellent interpersonal, verbal, and written
  communication abilities.
• Proficient time management skills with the capacity to
  work independently.
• Strong collaborative skills, with a demonstrated
  ability to work in a team environment.
• Ability to follow up on issues with diligence and
  ensure resolution.
• Detail-oriented with a focus on accuracy and quality in
  all tasks.
• Capacity to handle multiple tasks and prioritize
  effectively.
• Ability to adapt to changing priorities and work under
  pressure.
• Strong analytical skills and problem-solving ability.

Other Requirements:

• Proven track record of maintaining professionalism and
  confidentiality.
• Willingness to undergo further training and development
  as needed.
• Requires the ability to lift, carry, push, pull weights or otherwise move objects weighing as much as10 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