Broadway Financial Jobs

Client Operations Associate | Division: BWSI Work Days: Monday - Friday | Hours of Operation: 8:00am - 5:00pm 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 Client Operations Associate plays a crucial role in delivering exceptional customer service to both new and existing clients within the wealth management division. This role is responsible for managing the day-to-day operations of client accounts, ensuring accuracy, efficiency, and compliance in all processes. The Client Operations Associate will work closely with advisors, clients, and internal teams to prepare for and follow up on client meetings, process transactions, and maintain accurate client documentation. This role serves as the liaison between clients and processing teams, striving to enhance client satisfaction and retention through proactive communication and timely resolution of issues. A key aspect of this role is to optimize operational workflows and contribute to the overall success. Essential Functions: * Manage and maintain individual client accounts, coordinating with portfolio management, custodial operations, legal/compliance, and other internal teams, as well as external parties. * Liaise with custodians to process client distributions, contributions, and other transactions promptly and accurately, ensuring compliance with internal and external regulations. * Maintain and organize client information, spearheading the annual Know Your Customer (KYC) process and ensuring that all client data is up-to-date and compliant. * Contribute to the team's efficiency by managing daily transactions, including automatic contributions and distributions, and preparing and staging trades for execution. * Review advisor activity in Redtail CRM, create follow-up tasks, manage annual client review tasks, and ensure all activities are documented and completed within established timelines. * Oversee and validate sales opportunities, ensuring accurate tracking and closure in the sales pipeline. * Review and execute iRebal strategies on all firm accounts weekly and quarterly, ensuring alignment with client objectives. * Review and process client buy/sell requests, communicating with advisors regarding any potential long/short-term gains, and resolving any Non-In Good Order (NIGO) items from custodians. * Maintain the daily trade blotter, sending it to the compliance manager for approval, and manage all correspondence from custodians to ensure regulatory adherence. * Enhance the overall operational efficiency of the team by proactively identifying areas for improvement and implementing process enhancements. * Individuals hired into this role who do not possess a Series 65 license are required to work onsite. * Must be able to work onsite, as working remotely is not an option for this Experience & Education: * 2-5+ years of experience in the RIA industry, with a strong understanding of the sales and marketing process. * Demonstrated ability to analyze and understand investment strategies, with the capability to present them accurately to clients and internal stakeholders. * A BA/BS/BBA degree is required, with a concentration in Finance, Business Administration, or Accounting. A proven record of academic achievement is essential. * S65 or S66 required; or the ability to obtain within 90 days Skills & Qualifications: * High level of accuracy in managing client accounts and processing transactions. * Excellent writing, editing, and verbal communication skills, with comfort engaging with all levels of firm management. * Ability to think critically and formulate sound conclusions independently. * Proven ability to manage multiple tasks simultaneously in a fast-paced environment. * Strong client service orientation, with the ability to anticipate and meet client needs effectively. * Ability to work collaboratively with internal teams, leveraging resources to achieve common goals. * Strong problem-solving skills, with the ability to resolve inquiries and issues efficiently. * Understanding of regulatory requirements and the ability to ensure all processes are compliant. * Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and other relevant software applications. * Strong work ethic, with a commitment to maintaining the highest standards of professionalism in all interactions. Other Requirements: * Flexibility to work beyond standard hours as needed to meet client and team needs. * Commitment to ongoing professional development, including staying updated on industry trends, regulations, and best practices. * Ability to adapt to changing circumstances and work environments, maintaining a positive and proactive approach. * 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

Portfolio Manager III - Dallas | Division: Commercial Credit | Work Days: Monday - Friday | Hours of Operation: 8:00am - 5:00pm 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 Portfolio Manager III is responsible for assisting assigned Commercial, Business, Private Banking, and Commercial Real Estate (CRE) Relationship Managers in the management of credit relationships. This role oversees the daily management, underwriting, and quality control of credit approvals, closings, and post-closing activities for existing and prospective loan relationships. The Portfolio Manager III serves as the primary liaison between Relationship Managers and Credit Administration, ensuring the effective delivery of credit products. Additionally, the role supervises assigned credit analysts to achieve optimal performance. Essential Functions: * Directs the underwriting of new and existing credit exposures, focusing on large loan commitments in the CRE, Commercial, Private, and Business Banking sectors. * Independently manages credit renewals and new loan requests, ensuring timely and efficient processing with minimal involvement from the Relationship Manager. * Coordinates credit processing for less complex renewals and prospective approvals with the Credit Department and Consumer Underwriting Department to maintain efficient workflow. * Recommends appropriate credit structures and provides approvals or declines for loan requests on behalf of Relationship Managers. Approves ACH/RDC exposure limits and wire transfers within individual authority limits. * Participates in customer calls with Relationship Managers to provide credit insights and support where appropriate. * Oversees portfolio management for assigned Relationship Managers, including the reduction of past due loans, ensuring timely renewals, minimizing reporting exceptions, monitoring financial covenants, and managing collateral exceptions. * Supervises and mentors assigned credit analysts, including performance evaluations, coaching, and development to enhance team productivity. * Acts as a subject matter expert for credit administration, providing training, mentoring, and guidance to credit analysts to improve their work quality and understanding of credit processes. * Collaborates closely with Relationship Managers, focusing on internal processes that allow bankers to concentrate on external client interactions, enhancing overall team effectiveness. * Identifies and drives continuous improvement opportunities within the credit product, including credit software enhancements, template optimization, and development of regular reports for internal stakeholders. * Monitors CRM reports and activities for assigned Relationship Managers, ensuring alignment with team goals, communication, and coordination. * Performs other duties as required to support the needs of the department and organization. * This position may require travel within the Bank's geographic area Experience & Education: * A minimum of 4+ years of experience in roles such as credit analyst, commercial loan underwriter, assistant relationship manager, or loan review. * Demonstrated expertise in credit analysis and a strong understanding of commercial lending products. * Strong organizational skills to effectively manage multiple tasks and deadlines. * Bachelor's degree in Business or a related field is required, with a minimum of 12 credit hours in accounting. Skills & Qualifications: * Demonstrated ability to work both independently and as part of a team in credit underwriting. * Strong interpersonal and communication skills, both verbal and written. * Proven time management skills, with the ability to prioritize tasks and make independent decisions under pressure. * Strong leadership skills to supervise, mentor, and guide credit analysts. * Proficiency in credit structuring, loan approval, and decision-making processes. * Experience in using financial spreading software and other bank core systems for credit analysis and underwriting. * Strong proficiency in Microsoft Office products, including Excel, Word, and Outlook. * Ability to identify process improvement opportunities and contribute to the continuous enhancement of credit products and procedures. Other Requirements: * Commitment to continuous learning and staying updated on changes in credit products, banking regulations, and industry best practices. * 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 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

Estate Settlement Associate II | Division: Wealth Mgmt Services | Work Days: Monday - Friday | Hours of Operation: 8:00 am - 5:00pm 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 Estate Settlement Associate II is responsible for interpreting wills and trust documents to establish new accounts, record new assets, and manage routine inquiries and preliminary inventory preparation. This role involves reviewing and approving routine bills, assisting customers, and closing accounts in accordance with established procedures. Essential Functions: * Interpret authority documents to complete new account setup and data entry. * Execute new account checklist procedures. * Provide Wealth Management Operations with necessary information to set up new assets, including transfer instructions and documentation for cost basis and acquisition dates. * Conduct research with clients, brokers, and transfer agents to determine the cost basis of assets. * Establish date of death and alternate values for tax purposes and set up tax costs. Process payment of debts, taxes, and distributions, setting up reminders for regular payments. * Locate, collect, and value all assets, producing reconciliation statements as needed. * Maintain accurate client contact information for correspondence, emails, and statements. * Retain client correspondence and pertinent documents for account records. * Complete account closings in accordance with the account closing checklist. * Ensure compliance with trust and related regulations. * Receive and research requests for information and assistance. * Respond to and resolve routine inquiries and service issues. * Serve as backup to the receptionist as needed, answering telephones, assisting clients, and typing correspondence including letters, memos, and reports. * Cross-sell other bank products and services. * Identify client needs and communicate with the administrative officer and/or portfolio manager. * Assist with the development and writing of procedures for estate settlement associate functions. * Assist with Wealth Management projects, and duties as needed. * This position may require travel within the Bank's geographic area. Experience & Education: * 2+ years of estate settlement experience. * College degree with an emphasis on accounting or business, or equivalent trust experience. Skills & Qualifications: * Exceptional client service and telephone skills. * Excellent interpersonal, verbal, and written communication skills. * Strong time management skills with the ability to work independently and manage multiple tasks concurrently with minimal supervision. * Strong interpersonal skills, capable of working effectively in a team environment and providing support to others. * Proficiency with Microsoft Office products. * Experience with Trust Accounting Systems. * Detail-oriented with strong analytical and problem-solving skills. * Ability to maintain confidentiality and handle sensitive information. * Commitment to ongoing professional development and learning. Other Requirements: * 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

Senior Relationship Assistant Commercial Banking | Division: Commercial Banking | Work Days: Monday - Friday | Hours of Operation: 8:00am - 5:00pm 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 Commercial Loan Administrator manages both Commercial Real Estate (CRE) and Commercial & Industrial (C&I) loans while providing elevated support across commercial and construction lending operations. This dual-function role serves as the primary point of service contact for Commercial Banking clients while also managing the administrative processes related to Commercial Real Estate loans, including documentation, closing coordination, and construction loan administration. The position requires a client- focused approach, strong attention to detail, and the ability to work collaboratively with internal and external stakeholders to ensure efficient loan processing throughout the entire lifecycle. Essential Functions: * Prepare, review, and process CRE and C&I loan documentation, ensuring compliance with credit approvals, policies, and regulatory standards. * Coordinate CRE loan closings with title companies, attorneys, and internal stakeholders. * Oversee construction loan administration, ensuring compliance with draw schedules, lien waivers, budget adherence, and inspection requirements. * Verify and process documentation such as flood certifications, appraisals, entity records, leases, title commitments and insurance to ensure loan files are complete and accurate. * Prepare loan packages and credit memorandums for C&I loan approvals and renewals. * Review C&I loan documents for accuracy and compliance with approved credit terms and collateral requirements. * Manage post-closing activities, including collateral monitoring, exception clearing, and document imaging, to ensure compliance with loan covenants for both CRE and C&I loans. * Process loan payments, advances, transfers, and account maintenance for both CRE and C&I clients. * Support bankers in monitoring past-due payments, overdrafts, and client follow-ups. * Serve as the primary client contact for loan inquiries, servicing requests, and issue resolution. * Assist in client onboarding by collecting and reviewing required documentation. Support bankers with CRM updates, call reports, and pipeline tracking. * Open new deposit accounts, manage deposit client and maintenance requests such as wire transfers, address changes, and fraud research. * Ensure adherence to all banking regulations, loan policies, and compliance standards. * This position may require travel within the Bank's geographic area. Experience & Education: * Minimum of 5 years of experience in commercial loan administration, with a focus on CRE and C&I lending. * Strong knowledge of CRE transactions, construction loan administration, and C&I credit support. * Experience with draw process management and compliance monitoring. * High school diploma required; college coursework in finance, business, or real estate preferred. * Experience working with attorneys, title companies, contractors, and regulatory agencies. * Continuing education in Real Estate preferred. Skills & Qualifications: * Extensive knowledge of loan documentation, compliance requirements, and underwriting principles for CRE and C&I loans. * Skilled in managing and supervising loan processing, closing, and funding operations. * Strong attention to detail with the ability to review and interpret complex legal and financial documents. * Excellent interpersonal and communication skills for effective collaboration with clients, lenders, and external stakeholders. * Proficiency in Microsoft Office, banking systems, and CRM platforms. * Ability to manage multiple projects, prioritize tasks, and meet deadlines in a fast-paced environment. * Strong problem-solving skills and independent decision-making abilities. 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 (LO) in accordance with Regulation Z. * Participate in industry training, credit exchange meetings, and professional development. * 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 travel within the bank's geographic area 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

Commercial Real Estate Lender V - Dallas | Division: Comm R/E & Constr Lendng | Work Days: Monday - Friday | Hours of Operation: 8:00am - 5:00pm 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: This role is responsible for independently developing and managing a portfolio of banking relationships with developers, builders, real estate investors, and business owners in the commercial and residential real estate industries. Leveraging strong credit and underwriting expertise, this role positions appropriate bank products within client relationships, with a primary focus on commercial real estate lending opportunities. Responsibilities include making presentations to the Senior Officers' Loan Committee and Directors' Loan Review Committee regarding the creditworthiness of loan applications. Essential Functions: * Develops and services new construction and commercial permanent loans, including complex transactions. * Actively participates in business development endeavors with potential and existing customers to generate new business and retain existing business. * Interviews applicants to gather financial and credit information, ascertain needs and abilities, and evaluate bank risk. Requests necessary financial and operating statements. * Ensures the comprehensive development and analysis of all financial data and monitors accounts. * Evaluates credit and terms in accordance with policy. * Prepares and presents recommendations to committees for lending approval. * Assumes responsibility for proper documentation and review of accounts. Inspects properties under construction. * Services existing loans, including approval of draw requests on loans. * Maintains ownership of the customer experience in alignment with the bank's mission, vision, and values. * Monitors loans to ensure complete conformity with terms and awareness of developing trends. * Ensures compliance with all regulatory requirements for loans. * Keeps abreast of changing business and economic developments impacting the loan portfolio and its profitability. * Represents the bank through active community and professional involvement. * Registers and maintains registry as a Mortgage Loan Officer (MLO) with the Nationwide Mortgage Licensing System (NMLS) and Registry, in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). * Assumes additional duties and responsibilities as requested. * This position may require travel within the Bank's geographic area. Experience & Education: * Minimum of 12+ years in Construction/Residential and Commercial Real Estate lending, including business development calls. * Demonstrated credit analysis/underwriting experience on complex CRE transactions. * Formal Sales Training and credit training preferred. * B.S. or B.A. degree required; MBA preferred. Skills & Qualifications: * Strong proficiency in Microsoft Office products. * Experience with bank core systems. * In-depth understanding of commercial real estate lending and market trends. * Excellent analytical and financial analysis skills. * Strong communication and interpersonal skills. * Effective negotiation and business development skills. * High attention to detail and organizational skills. * CCIM designation preferred. Other Qualifications: * Must meet and maintain eligibility as a Mortgage Loan Officer (MLO) with the Nationwide Mortgage Licensing System (NMLS) and Registry, in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). * Must meet and maintain financial responsibility, character, and general fitness standards, along with all other established requirements for an individual Loan Originator (LO) 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 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

Payroll Specialist I | Division: Human Resources | Work Days: Monday -Friday | Hours of Operation: 8:00am - 5:00pm 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: This role is responsible for preparing and executing timecard and leave pay functions while providing support in payroll operations as a backup resource. The Payroll Specialist works closely with internal partners and vendors to ensure accurate leave processing and compliance with regulatory requirements. This role also addresses timecard and leave pay inquiries, recommends improvements for department processes, and serves as a backup for payroll functions, collaborating with the Payroll & HRIS team on additional tasks as needed. Essential Functions: Time & Attendance * Serves as a resource for employee leave of absences in partnership with the Benefits team. * Serve as a backup to transmit time & attendance files via interface to finalize entries for payroll processing. * Resolve discrepancies identified in time & attendance audit reports for each pay cycle. Coordinate and process time exceptions, such as PTO advancements, carryovers, and cancellations. * Maintain up-to-date knowledge of FLSA, DOL regulations, FMLA, and HIPAA guidelines to ensure confidentiality and compliance. * Review of claims experience reports to monitor leave benefits utilization. * Serve as primary for calculation of worker's compensation and leave of absence pay and ensuring accuracy of employees' timecard / pay during leave periods. * Ensures the accuracy of time off balances for all employees. * Provides accurate data to third-party providers / vendors, employees, and managers to support the leave administration. * Responsible for short-term & long-term disability calculations and ensures employees are not overpaid or underpaid. * Responsible for entering policy assignments while employees are out on leave of absences. * Retains and properly documents all correspondence as it pertains to leave of absences. Payroll Administration * Maintains employment status in ADP Workforce Now for all employees beginning and returning from approved leave of absences. * Serves as a backup to prepare and execute semi-monthly payroll processes, including new hires, rehires, terminations, and personnel action forms (PAFs) for promotions, merits, bonuses, and organizational changes. * Serves as a backup to process self-service requests (e.g., W-4, direct deposit authorizations) and address payroll adjustments for incentives, mortgage commissions, on-call payments, and imputed income/awards as applicable. * Serves as a backup to conduct semi-monthly reconciliations, handle general ledger (GL) uploads, and manage batch transaction entries. * Serves as a backup to ensure all personnel changes from HR stakeholders are accurately reflected in the applicable pay cycle. Annual & Special Tasks * Conduct year-end audits and compliance reviews for payroll and time & attendance records. * Engage in process improvement projects, document procedures, and support the development of streamlined workflows within the department. * Manage yearly processes for policy assignments, employee awards, and charitable contributions. * Responsible for other year-end tasks and project work as needed. * This position may require travel within the Bank's geographic area. Experience & Education: * High School diploma or GED required. * Associate degree in business administration, accounting, or human resources required. * Proven work experience may be considered as a substitute for the required degree. * 2+ years of experience in payroll, time & attendance, and leave functions; 5 years preferred. * Adequate understanding of leave administration, short-term, and long-term disability. * Proven ability to multitask effectively with strong written and verbal communication skills. * Excellent time management and organizational skills, with close attention to detail. * Strong customer service orientation with a record of meeting internal service level agreements. * Ability to perform well under pressure in a deadline-driven team environment. * Knowledge of FLSA, DOL, FMLA, HIPAA, and other relevant federal and state regulations. * Proficiency in Microsoft Office Suite, especially Excel, Outlook, and Word. * Experience with payroll software, timekeeping systems, and leave administration software. Skills & Qualifications: * Solid understanding of payroll calculations, data analysis, and technical skills in payroll systems. * Proficiency in identifying and implementing process improvements. * Excellent problem-solving skills, particularly with payroll and timekeeping discrepancies. * Ability to work collaboratively with internal and external partners, including vendors. * Competency in interpreting audit and compliance data. * Flexibility to adapt to new software updates and system enhancements. Other Requirements: * Certified Payroll Professional (CPP), Fundamental Payroll Certification (FCP), or Professional in Human Resources (PHR) are preferred but not required. * 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

Private Banking Team Lead - Austin | Division: Private Banking | Work Days: Monday - Friday | Hours of Operation: 8:00am - 5:00pm 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 Private Banking Team Lead is responsible for guiding and developing Private Bankers within their team to deliver exceptional banking experiences that result in long-term, profitable relationships. This role works collaboratively with other group managers, particularly Private Banking peers, to drive business development efforts and align initiatives with Broadway Bank's strategic objectives. This role will support the Austin, Dallas and Houston markets, along with contiguous counties and additional designated geographic markets. The role requires active participation in transformation efforts across the network, ensuring that messaging and actions align with strategic business goals. The Team Lead is accountable for overseeing business development tactics, fostering teamwork, and representing Broadway Bank within the community, projecting the bank as a stable and expanding institution. Essential Functions: * Participates in the analysis, underwriting, and approval of complex and high-value credit relationships to ensure alignment with risk standards and bank objectives. * Set and promote accountability for each Banker by establishing and managing goals aligned with Broadway Bank's strategic objectives. * Mentor and coach direct reports to foster professional development, growth opportunities, and high-performance achievement within the team. * Ensure continuous process improvement and operational efficiency across the Private Banking line of business. * Champion a business development culture across all lines of business, including participating in client and prospect calls with Sales, Retail, Middle Market, Business Banking, Mortgage, and Wealth Management teams. * Lead the team in delivering excellent client service, maintaining both internal and external relationships through clear communication and the bank's straight-talk philosophy. * Organize and conduct regular meetings with direct reports, and actively participate in Line of Business (LOB) meetings to ensure cohesive execution of strategies. * Provide recommendations on employment decisions including performance ratings, salary adjustments, promotions, transfers, and terminations for team members. * Foster a culture of teamwork and collaboration across the bank's business lines, ensuring alignment with overall bank objectives. * Monitor and stay informed about local, state, and federal regulatory changes that impact the banking sector, ensuring compliance. * Represent Broadway Bank in community organizations and public relations efforts, enhancing the bank's visibility and brand recognition. * Oversee the team's adherence to the annual budget, collaborating with other Department and Division Managers to ensure resource optimization. * Actively contribute to committee or task force assignments, playing a key role in driving the bank's continuous growth and innovation. * Maintain oversight of day-to-day team activities to ensure the soundness of the bank's assets and the alignment of business practices with risk management principles. * This position may require travel within the Bank's geographic area. Experience & Education: * 7+ years of Private Banking experience, specifically in personal and business lending and financial services sales. * Demonstrated expertise in relationship-based banking, with a focus on business development and relationship management. * Proven ability to manage high-performing teams, including experience at the division level or managing multiple departments, ideally within a matrixed environment. * Bachelor's degree in Business, Finance, Accounting, or a related field from an accredited university, or equivalent relevant experience. Skills & Qualifications: * Strong leadership and collaboration skills with a proven ability to manage and motivate teams. * Effective oral and written communication skills, including the ability to convey complex financial concepts to a diverse audience. * High emotional and cultural intelligence, with an ability to engage and manage diverse teams and clients. * Talent management expertise, including skills in developing, mentoring, and retaining team members. * Strong proficiency with financial and banking technology platforms and banking software. * 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. * Experience in leading business transformation initiatives, with a focus on aligning strategies across various departments to drive business results. Other Requirements: * This role may be staffed from multiple Broadway Bank locations, depending on operational needs. * The position requires up to 50% or less travel within Broadway's footprint. * Commitment to maintaining professional industry certifications and licenses, as required. * 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

Commercial Product Management Leader | Division: Bank Product and Transformation | Work Days: Monday - Friday | Hours of Operation: 8:00am - 5:00pm 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: Collaborate with key executives and business partners across a matrixed organizational structure to provide product management leadership and direction for all Commercial banking products and services inclusive of Treasury Services and Small Business. Work with the various bank teams to develop experiences that transcends all customer interfaces including financial centers, phone, and digital (mobile and online). Responsible for understanding the key drivers to increase the lines of business overall profitability. Aligns closely with Marketing & Communications, Sales Leaders, Information Technology, Innovation and Transformation teams to develop a strategic vision and ownership of commercial and treasury products and services, customer growth, and an exceptional experience through an omni-channel environment. Directs and oversees the comprehensive product management framework to support the applicable lines of business strategic objectives, while supporting the bank's overall strategic growth. Maintains an overall understanding of the commercial banking market and competitors to ensure Broadway's products and services remain attractive, competitive, and profitable. Key Accountabilities: * Serves as the product manager for the Commercial Line of Business including Treasury Services. * Partner with the EVP LOB leader and commercial sales leaders to achieve the profitability and growth, utilization, and retention goals annually. * Ensure all compliance requirements are met in any product, service or marketing initiative. * Understands the competitive landscape and commercial products and services offered in the market. Ensure Broadway Bank provides the products services that best meet the needs of its commercial business customers, while aligning with the strategic growth of the bank. Provide an annual update of the competition, their products and services, and any innovations to senior management for their awareness and new revenue/expense savings opportunities. * In conjunction with Commercial leadership, leads the development of key market commercial segmentations and prioritizations based on Broadway's customer growth strategy and preferred market differentiation. Monitors market trends and provides pricing recommendations and product changes for Treasury Services. Provides oversight, interpretation, and application of all product and market analyses and reports. * Aligns closely with Marketing and Communication to develop an ongoing marketing plan to achieve growth targets and increased customer penetration, as well as lead generation for prospective customers. * Provides strategic direction regarding customer needs and objectives and Broadway Bank's differentiation in the marketplace. * Works closely with the credit, operations, bank LOB leaders, Sales Enablement and other support teams to create a superior and holistic customer service experience; thereby strengthening relationships with Broadway and increasing acquisition, utilization, and retention across targeted demographics and markets. * Provides leadership to strategic initiatives across all commercial products and services in direct support of the EVP Commercial Line of Business leader. Collaborate with business partners to ensure tools, applications, products, services and other features are available for customers and new capabilities are prioritized with other bank efforts. Ensures regulatory, compliance, and audit responsibilities are met. * Partners with all support teams to ensure timely delivery of new and existing commercial products, services, features, and delivery platforms (i.e., Loan Origination System, CRM). * Brings forth well thought out recommendations to introduce new products and services, improve processes, expand channel usage including channel migration strategies where available to improve efficiency, and reduce expenses. Recommendations will include thorough analysis (financial and others) and the appropriate due diligence to the applicable committees or process (Responsible Innovation Committee governance, etc.). * Provides analytical trending and modeling support for small business and other credit risk activities as needed. * Develops product features by collaborating with technology, digital, design, and subject matter experts across IT, Innovation and Transformation, Operations, Marketing, Legal/Compliance, and other applicable areas. * Ensure that recommendations are driven through to implementation, by providing thought leadership and, when necessary, stepping in to lead execution. * Responsible for understanding and analyzing the suite of services for Treasury, as well as the overall profitability, and working in conjunction with sales leaders and the LOB leader to make actionable recommendations to improve the growth and deepening of the suite of services. * Responsible for managing the relationships associated with products and services, such as Purchase Card, Credit Card, and others to drive increase revenues. * Coordinates budget, planning, and sales reporting/tracking of all commercial products, services, and initiatives. * Develops and implements analytical frameworks to monitor key performance indicators and quantify and optimize the concrete impact the bank's initiatives are having on key business results. * In support of Commercial leadership, helps to conduct regular market and competitive analysis to determine new capabilities and innovations. Assess and recommend capabilities and innovation applicable to the specific bank segments and customers, as well as those intended to drive greater adoption, scale, and efficiencies. * Package strategic and analytical insights into clear, concise and "executive-ready" presentations for senior leadership and the board of directors. Provide updates as requested. * Responsible for communication with the Board of Directors, executive management, line of business leadership, Sales and Service, iNext, and other support teams regarding commercial products and services. * Serves on the Product Pricing Committee and regularly provides updates regarding the commercial banking products and services. * Serves as primary contact and business owner for relevant third party vendors and partners. * Participates in special projects as requested by the Board of Directors and senior management. * May manage a small team of professionals to achieve the goals and targets for Commercial Banking, while working closely with Private Banking and Wealth Management regarding their goals and targets. Align goals and targets with the overall strategic plan of the bank. * Fosters a positive and engaging work environment for each team member by promoting skill development, coaching for improvement and growth, inspiring others through your words and actions, ensuring positive morale, and embracing the bank's mission, vision, and core values. Competencies and Skills: * Executive level presence and communication style. * Broad knowledge of financial services and products with a customer-centric vision. * Collaborative communication style effective in a cross-matrixed environment. * Significant analytical skills and proficiency in tools such as excel, Tableau, Essbase, PowerBI, etc. * Ability to self-prioritize in a fast-paced environment. * Deep knowledge in the laws and regulatory requirements around commercial products and services. Work Experience Requirements: * 7+ years senior-level experience in commercial banking product management and/or development. * Commercial branch banking and digital treasury services experience strongly preferred. * Demonstrated strong solution-oriented business acumen, strategic thinking and execution skills. * Demonstrated success in growing a commercial banking business. * Demonstrated strong leadership skills. * Excellent oral and written communication skills. * Knowledge of platform delivery systems. * Knowledge of deposit and loan operations are preferred. * Knowledge of relationship management software. * Strong knowledge of applicable deposit related regulations and compliance requirements. Education Requirements: * Four-year college degree in Finance, Accounting, Business administration or related field required, MBA preferred. Other Qualifications: * Experience interfacing with vendors and cross-functional teams. * Promotes a culture of collaboration and teamwork across organizational boundaries; willing to break down functional silos to optimize business results and encourage the overall growth of Broadway Bank. * Ability to work enthusiastically with people outside of their immediate team to drive consensus and results. * Energetic and self-driven personality with a persistent desire to learn and grow professionally. * Strong influence and negotiation skills. * Strategic and creative thinker. * Comfortable communicating to the Board of Directors, senior management, and large audiences. Other Requirements: * Experience with Fiserv commercial and treasury solutions preferred * AAP, CTP, or other relevant certifications preferred * Experience with Precision Lender and Abrigo solutions preferred * Experience with EnAct/EnterAct preferred 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

Private Banker IV - Dallas | Division: Private Banking | Work Days: Monday - Friday | Hours of Operation: 8:00am - 5:00pm 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 Private Banker IV operates with a high degree of independence and serves as the client relationship manager for a significant portfolio, focusing on business development and securing new full relationships, including wealth management. This role represents the bank and projects a positive image as a stable, profitable, and expanding financial institution. The Private Banker IV actively grows the existing deposit base and addresses lending needs, including consumer, mortgage, and commercial real estate, primarily for professionals and executives such as medical doctors, dentists, accountants, attorneys, engineers, architects, and corporate executives. This role emphasizes bringing top-tier clientele with high margins and profit potential into the bank. This position strongly emphasizes collaboration with other Broadway Bank lines of business, serving as the primary point of contact and key relationship manager for all private bank clients within their respective portfolio. Additionally, this role assists with transformation efforts across the network, ensuring alignment with Broadway Bank's annual budget and strategic message. Essential Functions: * Collaborates with Private Bank Relationship Managers, the Sales and Service network, and business lines to create a superior customer service experience, thereby strengthening customer relationships with Broadway Bank and increasing acquisition, utilization, and retention across targeted demographics and markets. * Adheres to all policies, procedures, and applicable laws. * Initiates and cultivates new loan relationships through active marketing efforts, including calls, visits, community involvement, and entertainment, establishing a strong ongoing marketing effort with assigned branch locations. * Analyzes and provides recommendations on business loans by interviewing applicants, assessing financial strength, defining banking needs, evaluating management abilities, and determining associated risks. * Ensures complete analysis of all financial, industry, and management information, and prepares and reviews proper loan documentation. * Sustains existing customer relationships by maintaining regular contact, assessing banking needs, financial trends, and changes in the organization or industry, and cross-selling new and existing products and services. * Assists other commercial lending officers in analyzing credits, cross-selling products and services, and engaging in marketing activities. * Actively participates in the bank's marketing program, community involvement projects, and banking organizations. * Attends Officers' Loan Committee Meetings as a non-voting member and participates in Directors' Loan Committee and other necessary meetings. * Engages in collection efforts for problem loans to reduce the bank's loss. * Acts as a relationship manager, establishing and maintaining primary contact relationships with targeted customers to maximize the lifetime value of these key relationships, providing a full range of financial/banking services with the assistance of appropriate specialists, and building loyalty and driving profitable revenue growth. * Resolves immediate customer concerns and account issues, manages a portfolio of targeted/high-value customers, develops and executes client retention and expansion activities, and ensures a coordinated and consistent message reaches targeted customers across all delivery/servicing channels. * Participates in special projects as requested. * Performs other duties as assigned. * This position may require travel within the Bank's geographic area. Experience & Education: * Minimum of seven years of private banking experience. * Four-year college degree in Finance, Accounting, Business Administration, or a related field. Skills & Qualifications: * Proficiency in credit underwriting. * Demonstrated sales and relationship management skills. * Promotes a culture of collaboration and teamwork across organizational boundaries, breaking down functional silos to optimize business results and encourage overall growth. * Ability to work enthusiastically with people outside of their immediate team to drive consensus and results. * Strong influence and negotiation skills. * Experience with Fiserv and EnAct preferred. * Proficiency in financial/statistical analysis and document processing. Other Requirements: * Register and maintain registry as a Mortgage Loan Officer (MLO) with the Nationwide Mortgage Licensing System (NMLS) and Registry 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 (LO) 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

Wealth Advisor/Trust Officer III | Division: Wealth Mgmt Services | Work Days: Monday - Friday | Hours of Operation: 8:00am -5:00pm 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: Within a culture of empowerment, the Wealth Advisor/Trust Officer III manages fiduciary relationships with proactive diligence, adhering to the governing documents and regulatory environment. This role serves the needs of clients and beneficiaries by providing the full extent of the exceptional Broadway Bank client experience. With a sense of duty and compassion, this position will actively seek ways to add value to clients and potential clients by understanding their whole situation and leveraging the bank's full capabilities to meet those needs. Additionally, this role supervises associates on the relationship management team, overseeing all aspects of the joint team responsibilities. Essential Functions: Manage Fiduciary Relationships and Grows Portfolios * Establish and maintain contact relationships with clients and their family members to maximize the lifetime value of these relationships. * Provide a full range of financial and banking services to best serve clients' needs with assistance from appropriate specialists throughout the organization. * Build loyalty and drive profitable revenue growth by resolving client concerns, developing and executing targeted client retention and expansion activities, cultivating new clients, and delivering all aspects of the Broadway Client Experience. * Demonstrate strong solution-oriented sales and communication skills to effectively establish rapport and credibility with clients. Develop collaborative relationships with clients' advisors, including CPAs and attorneys. * Exhibit leadership and team-building skills with a broad knowledge of financial services and products, focusing on client-centric solutions. * Ensure sound fiduciary account management, including fiduciary taxation, securities transfer, community property, and state and federal laws governing trusts, foundations, estates, and investments. Grows Portfolios within agency and Fiduciary Relationships * Successfully executing strategies to identify and target new profitable opportunities. * Working with internal partners to ensure a coordinated and consistent marketing message reaches targeted prospects. * Cultivating relationships with referral sources such as attorneys and CPAs. * Maintaining sales pipelines using CRM to document qualification/progress of opportunities. * Education of internal partners on Wealth capabilities to drive referrals. * Participates in business development activities individually and with partners. Apply Knowledge of Law and Fiduciary Planning Strategies * Review and interpret governing documents to determine the required actions and oversight needed to balance the interests of beneficiaries and remaindermen, protect account assets, and minimize risk to the bank. * Manage risk to protect the bank from liability in carrying out fiduciary duties. * Apply knowledge of fiduciary and estate planning strategies to benefit clients and prospects, communicating effectively and tactfully with clients, prospects, and their advisors. Perform Sound Fiduciary Account Management Duties * Review tax returns and supporting documents. * Review transactions, including distributions to beneficiaries, security purchases and sales, tax payments, real estate, oil & gas, and expenses, ensuring appropriateness under the terms of the operative document and compliance with OTC requirements. * Engage with outside financial institutions to record or distribute account assets and obtain or provide accurate cost basis in a timely manner. * Control and maintain related files, promptly initiating new accounts, receipts, disbursements, discretionary distributions, closed accounts, and other functions as required. * Supervise Associate on Relationship Management Issues Oversee all aspects of account administration with special attention to follow-through, documentation, and organization of files under sound fiduciary management principles. * Teach, coach, and mentor associates to achieve maximum career potential based on individual ability and desire for career growth. * Set an example for teamwork, initiative, empowerment, communication, and service excellence as detailed within the Major Accountabilities and Competencies section of the Performance Evaluation Process. Become an Ambassador for the Bank * Seek out new opportunities to leverage the bank's full capabilities to new clients in all areas. * Cultivate relationships with estate planning professionals to promote referrals to Broadway and Wealth Management services. * Serve the community through Care Corps events and other leadership opportunities such as serving on the board of directors for non-profit organizations or organizations related to appropriate business disciplines. * Speak publicly within the area of specialty, participate in media interviews, write articles for publication, or conduct educational seminars within the community. * This position may require travel within the Bank's geographic area. Experience & Education: * 7 years fiduciary experience in the field of personal trust or 5 years legal, financial planning, or related experience. * 4-year college degree; law degree preferred. * Professional designation of Certified Financial Planner, Chartered Financial Analyst, or Certified Trust Financial Advisor is a plus. Skills & Qualifications: * Demonstrated understanding of accounting principles. * Ability to positively interact with high-level clients and all levels of bank employees. * Strong understanding of fiduciary principles and regulatory requirements. Proficiency in managing complex fiduciary relationships and applying fiduciary planning strategies. * Excellent problem-solving and risk management skills. * Superior client relationship management and communication skills. * Leadership and team-building abilities. * Broad knowledge of financial services and products. * Proficiency with Microsoft Suite. Experience with FiTek System is preferred. Other Requirements: * 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

Commercial Banker IV - Houston | Division: Commercial Banking Work Days: Monday - Friday | Hours of Operation: 8:00am- 5:00pm 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: Assumes responsibility for independently developing a portfolio of banking relationships with Houston based companies; these companies are primarily engaged in the manufacturing, distribution, and professional service industries. Targeted clients will have revenues ranging from $5MM - $250MM. Primary loan types include working capital lines of credit, term loans, owner occupied real estate loans, equipment loans, and ancillary loans with key principals of the business. Depository & Treasury relationships will be developed as well to ensure a full banking relationship. The ideal candidate will possess a well established presence in market, strong credit/underwriting expertise and maintain a consistent calling effort. The banker will make presentations to the Senior Officers' Loan Committee and Directors' Loan Review Committee concerning the creditworthiness of the loan applications. Key Accountabilities: * Develops and services new commercial loans, many of which are complex in nature, by: * Actively participating in business development endeavors with potential and existing customers to develop new business and increase or retain existing business. * Interviewing applicants to develop financial and credit information to ascertain needs, abilities, earnings, and bank risk. Requesting and collecting necessary information needed to provide a complete financial package to underwriting partners. * Ensuring the complete development and analysis of all financial data and monitoring accounts. * Evaluating credit and terms in accordance with policy. * Preparing and presenting/recommending to committees for lending approval. * Assuming responsibility for proper documentation and review of accounts. * Inspecting properties under construction & approving draw requests. * Reviewing borrowing base reports and other periodic financial reporting. * Taking ownership of the customer experience consistent with the banks mission vision and values. * Monitors loans to ensure complete conformity with terms and to be aware of any developing trends. * Monitors loans to ensure compliance with all regulatory requirements. * Keeps abreast of changing business and economic developments which impact upon the general loan portfolio and its profitability. * Represents Bank through community and professional involvement. * Assumes added duties and responsibilities as requested. Competencies & Skills: * Strong proficiency using Microsoft Office products. * Proficient in spreadsheet software. * Experience with bank core systems. Work Experience Requirements: * 10+ years Commercial Banking experience * Demonstrated credit analysis/underwriting experience on complex loan transactions * Formal Sales Training preferred * Formal Credit Training preferred Education Requirements: * College degree from an accredited institution * MBA: or degree focused on finance, real estate or accounting preferred Other Requirements: * Meet and maintain financial responsibility, character and general fitness standards along with all other established requirements for an individual Loan Originator (LO) in accordance with Regulation Z. 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

Position: Consumer Real Estate Loan Processor/Closer II | Division: Residential Real Estate Lending | Work Days: Monday - Friday | Hours of Operation: 8:00am - 5:00pm 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 Consumer Real Estate Loan Processor/Closer II is responsible for processing consumer real estate loan closings in accordance with bank policies, regulations, and approved loan terms. This role coordinates with document processors, borrowers, banking center personnel, and title companies to ensure timely and efficient consumer real estate closings. Additional responsibilities include ordering title searches/title commitments, flood certificates, and evaluations/appraisals on all consumer real estate loans. This position assists other areas of the mortgage department with knowledge of real estate lending and servicing and acts as a leader in the consumer real estate processing/closing function. Essential Functions: * Analyze approved home equity, home equity lines of credit, and home improvement loans for outstanding exceptions, documentation (required disclosure forms, property insurance, etc.), and outside vendor services (title search, title commitment, appraisal, flood determination) required to prepare the loan for closing. Ensure compliance with bank policy and regulations. * Coordinate loan closings with the appropriate banking center/title company. * Complete a closing worksheet, clear up any outstanding items, and deliver the file to the document preparer in time to meet the closing schedule. * Ensure delivery of pre-disclosure to the borrower as required by state statute. * Prepare and send closing instructions for title company closings. Approve HUD/ Closing Disclosure and deliver loan documents to the title company for closing. * Order and track appraisals for, lot loans, home equity, and home improvement loans. * Order and track flood certificates on all home equity and home improvement loans. * Order and follow up on title searches or title commitments on home equity, home improvement loans and lot loans. Update tracking information in the consumer loan origination system. * Ability to take inbound calls and make outbound calls to Customers, Vendors and Bank Partners. * Assist others within the Mortgage Department on various real estate-related matters including closing, funding, and servicing. * Perform additional duties as required. * This position may require travel within the Bank's geographic area. Experience & Education: * 3 years of experience with real estate loan documentation, including a thorough knowledge of lending-related laws, regulations, terminology, filing requirements, perfection of security interests, and types of borrowers. * Proficient knowledge of Consumer Real Estate loan documentation and applicable compliance regulations. * Strong organizational skills with an aptitude for detail and follow-up, and the ability to meet deadlines in a fast-paced environment.' * High school diploma or equivalent. * Completion of loan documentation and compliance courses. Skills & Qualifications: * Proficiency in Microsoft Office Suite. * Experience with bank core processing systems and mortgage loan origination systems. * Ability to analyze and resolve issues related to loan documentation and compliance. * Strong interpersonal skills for effective communication with borrowers, banking center personnel, and title companies. * Ability to multitask and prioritize in a fast-paced environment. * Attention to detail and a high level of accuracy in processing and reviewing loan documents. * Understanding of state statutes and regulations pertaining to loan disclosures. * Capability to work independently as well as part of a team. * Demonstrated leadership abilities in the consumer real estate processing/closing function. * Commitment to maintaining confidentiality and integrity of borrower information.] Other Requirements: * 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

Commercial Banking Team Lead- Austin | Division: Commercial Banking | Work Days: Monday - Friday | Hours of Operation: 8:00am - 5:00pm 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 Commercial Banking Team Lead is responsible for providing sales coaching, leadership, and support to a team of 3 to 5 commercial relationship managers, with a primary focus on driving the growth of the Commercial Banking line of business. This role actively manages and expands a portfolio of commercial clients, emphasizing C&I (Commercial and Industrial) banking, while fostering a collaborative team environment. The Team Lead ensures the efficient and effective operation of the Commercial Banking team, supporting the acquisition of new, profitable relationships and maintaining long-standing relationships. Reporting to the Commercial Banking Manager, this role directly oversees the Commercial Relationship Managers in the designated market, coaching and developing the team to drive revenue growth, enhance business development efforts, and manage commercial credit portfolios. Additionally, this role represents the bank in the community, reinforcing Broadway Bank's image as a sound, innovative, and profitable financial institution, while supporting succession planning and talent development within the team. Essential Functions: * Provides coaching and guidance to relationship managers to meet or exceed scorecard goals and annual budget objectives. Develops individualized plans to support team members' business development efforts. * Manages a portfolio of complex commercial credit relationships, ensuring appropriate credit structuring, monitoring, and risk management. Maximizes profitability while mitigating risk. * Leads by example in business development efforts, identifying opportunities to acquire new commercial clients and deepen existing relationships. Encourages the use of Business Development by Design and CRM tools to track and optimize client engagement. * Collaborates with internal partners including Private Banking, Wealth Management, Treasury Solutions, and Sales & Service Executives to enhance client relationships and expand cross-functional service offerings. * Ensures all proposed solutions are aligned with clients' short- and long-term needs, integrating commercial banking products and services to provide tailored financial solutions. * Actively represents Broadway Bank in the community, promoting the institution's reputation and bringing in high-value clientele. Participates in key community events and supports CRA initiatives to meet regulatory goals. * Coaches team members with a focus on professional growth and succession planning, preparing relationship managers for future leadership opportunities. * Oversees day-to-day operations to ensure adherence to bank policies and regulatory standards. Actively participates in Senior Officer's Loan Committee to safeguard the bank's assets and promote sound lending practices. * Oversees and participates in the credit evaluation process, including negotiating and structuring credit terms. Supports collection efforts to minimize potential losses on commercial loans. * Stays informed about local and regional market developments, economic trends, and regulatory changes that may impact the bank and its clients. * This position may require travel within the Bank's geographic area. Experience & Education: * 7+ years of commercial lending experience, including relationship management, business development, portfolio management, and team leadership; 10+ years is a plus. * 3+ years of experience in a supervisory role within commercial lending, demonstrating the ability to manage and coach commercial bankers effectively; preferred. * Four-year college degree from an accredited university; Master's degree or professional designation in a related field and/or advanced financial services schooling is preferred. * Formal Credit Analysis Training is a plus. Skills & Qualifications: * Strong business development and relationship management skills, with the ability to coach and mentor team members in these areas. * Excellent oral and written communication skills, with the ability to present complex information to diverse audiences. * Strong technical, organizational, and problem-solving skills, particularly in credit analysis and underwriting. * Broad knowledge of financial services, banking operations, and compliance regulations. * Strong underwriting and credit structuring skills, with experience in managing complex credit relationships. * Demonstrated ability to lead a team, set performance objectives, and drive accountability to meet strategic goals. * Proficiency in Microsoft Office (Word, Excel, PowerPoint), CRM platforms, and banking-related software. * Ability to represent the bank in the community, including participation in CRA activities and events. * Ability to collaborate cross-functionally with internal teams and external partners to grow client relationships and banking households. * A strategic thinker who is knowledgeable about local, state, and federal banking regulations, market conditions, and economic developments. Other Requirements: * 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, ethnicity, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, genetic data or other legally protected status. Member FDIC

Senior Relationship Banker - Encino 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 and collaboration. 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 communication skills, with the ability to engage clients and team members. * Cultural intelligence to work effectively with diverse populations. * Proven team engagement skills to foster a collaborative work environment. * Commitment to self-development and continuous improvement. * Strong organizational skills and attention to detail. * Proficiency in utilizing banking software and customer relationship management systems. * Ability to analyze customer needs and propose appropriate solutions. * Capacity to manage multiple priorities and meet deadlines in a fast-paced environment. * Knowledge of banking products, services, and regulatory compliance. * Demonstrated sales skills with a track record of meeting or exceeding sales goals. Other Requirements: * 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. * Completion and successful passing of pre-employment testing. * 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) * 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

Commercial Real Estate Lender I | Division: Comm R/E & Constr Lendng | Work Days: Monday - Friday | Hours of Operation: 8:00am - 5:00pm 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: This role is responsible for originating and servicing a portfolio of commercial real estate (CRE) and residential construction loans by engaging developers, builders, real estate investors, and business owners active in the real estate industry. Utilizing strong credit and underwriting skills, this role identifies client needs and provides tailored banking solutions, including a wide range of lending and depository products. The focus is on responsible loan structuring, credit analysis, relationship development, and portfolio management. This role plays an integral part in the Bank's business development and credit risk management efforts. Essential Functions: * Develops, underwrites, and services new commercial real estate and construction loans, including both interim and permanent financing. * Conducts client and prospect meetings to identify financing needs, assess financial strength, and develop tailored credit solutions. * Gathers and analyzes complex financial and operating statements, tax returns, appraisals, construction budgets, and other documentation required for underwriting. * Performs detailed credit and risk analysis in accordance with internal credit policy and regulatory requirements. * Prepares and presents loan proposals for review and approval by internal credit committees, including Officers' Loan Committee and Directors' Loan Review Committee. * Manages the closing process for approved loans, ensuring accurate documentation, compliance with loan terms, and coordination with legal, title, and escrow partners. * Conducts periodic property inspections for loans under construction to assess progress and verify draw eligibility. * Approves draw requests and works with borrowers and contractors to manage disbursements in accordance with construction loan agreements. * Services existing loans by monitoring performance, reviewing borrower financial statements, updating collateral values, and identifying potential issues. * Collaborates with the Special Assets or Workout group to assist with underperforming or criticized loans, as needed. * Maintains compliance with internal loan policies and regulatory standards, including those related to real estate concentration limits and construction monitoring. * Stays current with market conditions, industry trends, and economic developments that may impact loan portfolio performance or new business opportunities. * Actively participates in community, civic, and industry-related events to represent the Bank and expand professional networks. * Performs other duties and special projects as assigned by management. * This position may require travel within the Bank's geographic area. Experience & Education: * 2+ years of construction, residential, and commercial real estate credit underwriting and financial analysis experience. * Bachelor's degree (B.S. or B.A.) from an accredited institution. * 1-3 years of commercial real estate lending experience, including direct business development activities is a plus. * Formal sales training and formal credit training is preferred. Skills & Qualifications: * Strong understanding of real estate loan structures, including construction, acquisition, development, and permanent loans. * Demonstrated ability to analyze complex financial statements, global cash flow, pro formas, and real estate appraisals. * Proficient in credit underwriting and risk assessment within regulatory guidelines. Excellent verbal and written communication skills. * Strong relationship management and business development skills with a proven ability to grow and retain a book of business. * Ability to navigate and prioritize multiple loan transactions simultaneously. Familiarity with bank loan documentation requirements and experience managing the closing process. * Demonstrated knowledge of construction lending practices, including disbursement schedules and lien waivers. * Intermediate to advanced proficiency in Microsoft Office (Word, Excel, Outlook), loan origination systems, and financial analysis tools. * Commitment to continuing education in credit, real estate finance, or regulatory compliance. Other Requirements: * 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 Origination (LO) in accordance with Regulation Z. * Ability to travel locally for site inspections, client meetings, and community involvement. * Attendance at occasional after-hours or weekend events may be required to support relationship-building efforts. * Valid driver's license and reliable transportation are required for external client visits. * 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

Relationship Banker I/II/III - Huebner 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 Relationship Banker is responsible for delivering an exceptional banking experience that results in lasting customer relationships. This role provides a full scope of products and services, ensuring customers receive the full capabilities of Broadway Bank. Essential Functions: * Provide comprehensive banking services, including transactions processing, account opening, servicing, and loan processing, while ensuring accuracy and efficiency. * Ensure prompt, accurate, and courteous service, and resolve client concerns directly or through appropriate referrals. * Engage customers through personal connections, open-ended questions, and active listening to build lasting relationships and trust. * Maintain deep expertise in all Broadway deposit and loan products to effectively educate and advise customers. * Achieve sales goals by understanding customer financial needs and presenting tailored solutions for Broadway's products and services. * Build and expand relationships through outbound calls for service, sales, and account onboarding. * Utilize CRM effectively to capture client information, record activities, schedule follow-up actions, and identify next likely sales opportunities, facilitating robust customer relationship management. * Work collaboratively with Broadway bankers and LOB partners to connect customers with the right expertise for their financial needs. * Manage risk, practice loss prevention, and adhere to security policies while maintaining confidentiality. * Support retail objectives and meet regularly with Financial Center Manager to review goals and performance. * Perform other duties as assigned in compliance with laws, regulations, and bank policies. * This position may require travel within the Bank's geographic area. * Relationship Banker II - above accountabilities plus: * Ensure the needs of the customer are being meet and assisting them with deepening the relationship by cross-selling and referring to partners when financial needs are identified such as Business Banking, Mortgage (real estate secured & portfolio mortgages), Merchant Services, Wealth Management or Treasury Management. * Effective use of all applications and systems utilized in the banker role. * Relationship Banker III - above accountabilities plus: * Expert in processing all consumer loans including Home Equity Loans and Lines of Credit from application to closing. * Demonstrate high proficiency in first contact resolution for issues with banking services and accounts. * Expert in all applications and systems utilized in the banker role. * Acts as a mentor for colleagues and supports branch leadership activities. * Ability to provide coaching and instruction to others on complex matters involving high levels of detail. Experience & Education: Relationship Banker I: * Previous retail or consultative sales experience. * Demonstrated sales and service experience with proven success in establishing and meeting sales goals. * Experience in using personal computers, including Microsoft Word, Excel, and Outlook. * High school diploma or equivalent is required; some college-level coursework is a plus. * 4-year degree and/or an equivalent combination of education and work experience in retail sales and service is preferred. Relationship Banker II: * 1-2 years of retail banking or financial services experience. * Demonstrated Sales & Service experience with proven success in establishing and meeting sales goals using a consultative sales approach. * Proficiency in using personal computers, Microsoft Word, Excel, and Outlook. * High School diploma or equivalent required; some college-level coursework is desirable. * 4-year degree and/or an equivalent combination of education and work experience in retail sales and service is preferred. Relationship Banker III: * Minimum of 2+ years of retail banking or financial services experience. * High School diploma or equivalent required. * 4-year degree and/or an equivalent combination of education and work experience in retail sales and service is preferred. * Demonstrated Sales & Service experience with proven success in establishing and meeting sales goals using a consultative sales approach. * Experience with personal computers, Microsoft Word, Excel, and Outlook. Skills & Qualifications: * Effective communication skills. * Cultural intelligence. * Team engagement. * Commitment to self-development. * Ability to build and maintain strong customer relationships. * Proficiency in using customer relationship management (CRM) software. * Strong problem-solving skills. * Ability to work independently and as part of a team. * Attention to detail and accuracy in transaction processing. * Strong organizational and time management skills. Other Requirements: * Meet and maintain financial responsibility, character and general fitness standards along with all other established requirements for an individual Loan Originator (LO) in accordance with Regulation Z. * Work involves sitting, extended periods of standing and occasional walking. * Requires close visual acuity. * Requires the ability to lift, carry, push, pull weights or otherwise move objects weighing as much as 50 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

Relationship Banker I/II/III - Main Financial Center | Division: Retail FC Work Days: Monday - Friday, & Rotating Saturdays | Hours of Operation: Monday - Friday 7:15AM-6:15PM,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 Relationship Banker is responsible for delivering an exceptional banking experience that results in lasting customer relationships. This role provides a full scope of products and services, ensuring customers receive the full capabilities of Broadway Bank. Essential Functions: * Provide comprehensive banking services, including transactions processing, account opening, servicing, and loan processing, while ensuring accuracy and efficiency. * Ensure prompt, accurate, and courteous service, and resolve client concerns directly or through appropriate referrals. * Engage customers through personal connections, open-ended questions, and active listening to build lasting relationships and trust. * Maintain deep expertise in all Broadway deposit and loan products to effectively educate and advise customers. * Achieve sales goals by understanding customer financial needs and presenting tailored solutions for Broadway's products and services. * Build and expand relationships through outbound calls for service, sales, and account onboarding. * Utilize CRM effectively to capture client information, record activities, schedule follow-up actions, and identify next likely sales opportunities, facilitating robust customer relationship management. * Work collaboratively with Broadway bankers and LOB partners to connect customers with the right expertise for their financial needs. * Manage risk, practice loss prevention, and adhere to security policies while maintaining confidentiality. * Support retail objectives and meet regularly with Financial Center Manager to review goals and performance. * Perform other duties as assigned in compliance with laws, regulations, and bank policies. * This position may require travel within the Bank's geographic area. * Relationship Banker II - above accountabilities plus: * Ensure the needs of the customer are being meet and assisting them with deepening the relationship by cross-selling and referring to partners when financial needs are identified such as Business Banking, Mortgage (real estate secured & portfolio mortgages), Merchant Services, Wealth Management or Treasury Management. * Effective use of all applications and systems utilized in the banker role. * Relationship Banker III - above accountabilities plus: * Expert in processing all consumer loans including Home Equity Loans and Lines of Credit from application to closing. * Demonstrate high proficiency in first contact resolution for issues with banking services and accounts. * Expert in all applications and systems utilized in the banker role. * Acts as a mentor for colleagues and supports branch leadership activities. * Ability to provide coaching and instruction to others on complex matters involving high levels of detail. Experience & Education: Relationship Banker I: * Previous retail or consultative sales experience. * Demonstrated sales and service experience with proven success in establishing and meeting sales goals. * Experience in using personal computers, including Microsoft Word, Excel, and Outlook. * High school diploma or equivalent is required; some college-level coursework is a plus. * 4-year degree and/or an equivalent combination of education and work experience in retail sales and service is preferred. Relationship Banker II: * 1-2 years of retail banking or financial services experience. * Demonstrated Sales & Service experience with proven success in establishing and meeting sales goals using a consultative sales approach. * Proficiency in using personal computers, Microsoft Word, Excel, and Outlook. * High School diploma or equivalent required; some college-level coursework is desirable. * 4-year degree and/or an equivalent combination of education and work experience in retail sales and service is preferred. Relationship Banker III: * Minimum of 2+ years of retail banking or financial services experience. * High School diploma or equivalent required. * 4-year degree and/or an equivalent combination of education and work experience in retail sales and service is preferred. * Demonstrated Sales & Service experience with proven success in establishing and meeting sales goals using a consultative sales approach. * Experience with personal computers, Microsoft Word, Excel, and Outlook. Skills & Qualifications: * Effective communication skills. * Cultural intelligence. * Team engagement. * Commitment to self-development. * Ability to build and maintain strong customer relationships. * Proficiency in using customer relationship management (CRM) software. * Strong problem-solving skills. * Ability to work independently and as part of a team. * Attention to detail and accuracy in transaction processing. * Strong organizational and time management skills. Other Requirements: * Meet and maintain financial responsibility, character and general fitness standards along with all other established requirements for an individual Loan Originator (LO) in accordance with Regulation Z. * Work involves sitting, extended periods of standing and occasional walking. * Requires close visual acuity. * Requires the ability to lift, carry, push, pull weights or otherwise move objects weighing as much as 50 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

Relationship Banker I/II/III - Kerrville 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 Relationship Banker is responsible for delivering an exceptional banking experience that results in lasting customer relationships. This role provides a full scope of products and services, ensuring customers receive the full capabilities of Broadway Bank. Essential Functions: * Provide comprehensive banking services, including transactions processing, account opening, servicing, and loan processing, while ensuring accuracy and efficiency. * Ensure prompt, accurate, and courteous service, and resolve client concerns directly or through appropriate referrals. * Engage customers through personal connections, open-ended questions, and active listening to build lasting relationships and trust. * Maintain deep expertise in all Broadway deposit and loan products to effectively educate and advise customers. * Achieve sales goals by understanding customer financial needs and presenting tailored solutions for Broadway's products and services. * Build and expand relationships through outbound calls for service, sales, and account onboarding. * Utilize CRM effectively to capture client information, record activities, schedule follow-up actions, and identify next likely sales opportunities, facilitating robust customer relationship management. * Work collaboratively with Broadway bankers and LOB partners to connect customers with the right expertise for their financial needs. * Manage risk, practice loss prevention, and adhere to security policies while maintaining confidentiality. * Support retail objectives and meet regularly with Financial Center Manager to review goals and performance. * Perform other duties as assigned in compliance with laws, regulations, and bank policies. * This position may require travel within the Bank's geographic area. * Relationship Banker II - above accountabilities plus: * Ensure the needs of the customer are being meet and assisting them with deepening the relationship by cross-selling and referring to partners when financial needs are identified such as Business Banking, Mortgage (real estate secured & portfolio mortgages), Merchant Services, Wealth Management or Treasury Management. * Effective use of all applications and systems utilized in the banker role. * Relationship Banker III - above accountabilities plus: * Expert in processing all consumer loans including Home Equity Loans and Lines of Credit from application to closing. * Demonstrate high proficiency in first contact resolution for issues with banking services and accounts. * Expert in all applications and systems utilized in the banker role. * Acts as a mentor for colleagues and supports branch leadership activities. * Ability to provide coaching and instruction to others on complex matters involving high levels of detail. Experience & Education: Relationship Banker I: * Previous retail or consultative sales experience. * Demonstrated sales and service experience with proven success in establishing and meeting sales goals. * Experience in using personal computers, including Microsoft Word, Excel, and Outlook. * High school diploma or equivalent is required; some college-level coursework is a plus. * 4-year degree and/or an equivalent combination of education and work experience in retail sales and service is preferred. Relationship Banker II: * 1-2 years of retail banking or financial services experience. * Demonstrated Sales & Service experience with proven success in establishing and meeting sales goals using a consultative sales approach. * Proficiency in using personal computers, Microsoft Word, Excel, and Outlook. * High School diploma or equivalent required; some college-level coursework is desirable. * 4-year degree and/or an equivalent combination of education and work experience in retail sales and service is preferred. Relationship Banker III: * Minimum of 2+ years of retail banking or financial services experience. * High School diploma or equivalent required. * 4-year degree and/or an equivalent combination of education and work experience in retail sales and service is preferred. * Demonstrated Sales & Service experience with proven success in establishing and meeting sales goals using a consultative sales approach. * Experience with personal computers, Microsoft Word, Excel, and Outlook. Skills & Qualifications: * Effective communication skills. * Cultural intelligence. * Team engagement. * Commitment to self-development. * Ability to build and maintain strong customer relationships. * Proficiency in using customer relationship management (CRM) software. * Strong problem-solving skills. * Ability to work independently and as part of a team. * Attention to detail and accuracy in transaction processing. * Strong organizational and time management skills. Other Requirements: * Meet and maintain financial responsibility, character and general fitness standards along with all other established requirements for an individual Loan Originator (LO) in accordance with Regulation Z. * Work involves sitting, extended periods of standing and occasional walking. * Requires close visual acuity. * Requires the ability to lift, carry, push, pull weights or otherwise move objects weighing as much as 50 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

Relationship Banker I/II/III - Wimberly 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 Relationship Banker is responsible for delivering an exceptional banking experience that results in lasting customer relationships. This role provides a full scope of products and services, ensuring customers receive the full capabilities of Broadway Bank. Essential Functions: * Provide comprehensive banking services, including transactions processing, account opening, servicing, and loan processing, while ensuring accuracy and efficiency. * Ensure prompt, accurate, and courteous service, and resolve client concerns directly or through appropriate referrals. * Engage customers through personal connections, open-ended questions, and active listening to build lasting relationships and trust. * Maintain deep expertise in all Broadway deposit and loan products to effectively educate and advise customers. * Achieve sales goals by understanding customer financial needs and presenting tailored solutions for Broadway's products and services. * Build and expand relationships through outbound calls for service, sales, and account onboarding. * Utilize CRM effectively to capture client information, record activities, schedule follow-up actions, and identify next likely sales opportunities, facilitating robust customer relationship management. * Work collaboratively with Broadway bankers and LOB partners to connect customers with the right expertise for their financial needs. * Manage risk, practice loss prevention, and adhere to security policies while maintaining confidentiality. * Support retail objectives and meet regularly with Financial Center Manager to review goals and performance. * Perform other duties as assigned in compliance with laws, regulations, and bank policies. * This position may require travel within the Bank's geographic area. * Relationship Banker II - above accountabilities plus: * Ensure the needs of the customer are being meet and assisting them with deepening the relationship by cross-selling and referring to partners when financial needs are identified such as Business Banking, Mortgage (real estate secured & portfolio mortgages), Merchant Services, Wealth Management or Treasury Management. * Effective use of all applications and systems utilized in the banker role. * Relationship Banker III - above accountabilities plus: * Expert in processing all consumer loans including Home Equity Loans and Lines of Credit from application to closing. * Demonstrate high proficiency in first contact resolution for issues with banking services and accounts. * Expert in all applications and systems utilized in the banker role. * Acts as a mentor for colleagues and supports branch leadership activities. * Ability to provide coaching and instruction to others on complex matters involving high levels of detail. Experience & Education: Relationship Banker I: * Previous retail or consultative sales experience. * Demonstrated sales and service experience with proven success in establishing and meeting sales goals. * Experience in using personal computers, including Microsoft Word, Excel, and Outlook. * High school diploma or equivalent is required; some college-level coursework is a plus. * 4-year degree and/or an equivalent combination of education and work experience in retail sales and service is preferred. Relationship Banker II: * 1-2 years of retail banking or financial services experience. * Demonstrated Sales & Service experience with proven success in establishing and meeting sales goals using a consultative sales approach. * Proficiency in using personal computers, Microsoft Word, Excel, and Outlook. * High School diploma or equivalent required; some college-level coursework is desirable. * 4-year degree and/or an equivalent combination of education and work experience in retail sales and service is preferred. Relationship Banker III: * Minimum of 2+ years of retail banking or financial services experience. * High School diploma or equivalent required. * 4-year degree and/or an equivalent combination of education and work experience in retail sales and service is preferred. * Demonstrated Sales & Service experience with proven success in establishing and meeting sales goals using a consultative sales approach. * Experience with personal computers, Microsoft Word, Excel, and Outlook. Skills & Qualifications: * Effective communication skills. * Cultural intelligence. * Team engagement. * Commitment to self-development. * Ability to build and maintain strong customer relationships. * Proficiency in using customer relationship management (CRM) software. * Strong problem-solving skills. * Ability to work independently and as part of a team. * Attention to detail and accuracy in transaction processing. * Strong organizational and time management skills. Other Requirements: * Meet and maintain financial responsibility, character and general fitness standards along with all other established requirements for an individual Loan Originator (LO) in accordance with Regulation Z. * Work involves sitting, extended periods of standing and occasional walking. * Requires close visual acuity. * Requires the ability to lift, carry, push, pull weights or otherwise move objects weighing as much as 50 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