Chet Reed Email & Phone Number

Austin, Tx, Us

The Regional Sales Officer is responsible for the sale of the bank’s deposit products, Treasury Management, Commercial Card and Merchant Services solutions. The Regional Sales Officer is also responsible for the management of sale activity of the regional branch network. The Regional Sales Manager will accomplish this by motivating, coaching, educating and supporting BCOMs and commercial lenders in order to identify, obtain and retain profitable relationships to the bank. This includes working with Branch Managers and commercial lenders to develop business strategies that will drive growth, profitability, and create a vision and plan that focuses on customer service and meeting the needs of our customers based on their financial goals. Additional responsibilities include, the sale of specialized (ancillary) products and services to prospective and existing commercial customers and public entities.

Responsible for the administration and efficient daily operation of a full service branch office, including operations, product sales, customer service and security and safety in accordance with the Bank's objectives. Develops new deposit business; provides a superior level of customer relations and promotes the sales and service culture through coaching, guidance and staff motivation; achieves individual and branch sales goals through new business sales, referrals and retention of account relationships. Provides leadership, training and supervision; delegates day to day operations to the lobby service personnel and/or other branch personnel. Responsible for attaining established Bank and branch goals through active participation in sales management and being the documentation and IRA expert for the branch.

Buda, Texas

Lead financial center to deliver the best banking experience—resulting in lasting relationships. Execute strategic direction for sales and service within the financial center to maximize delivery of all capabilities of Broadway Bank to our customers.-Growth, profitability and effectiveness of the Financial Center:Leverage available data resources (e.g. EnAct, Client Reports, Household trends, etc.) to maximize client potential to meet or exceed established goals.Coordinate sales and service activities with Group Manager and Specialist partners to ensure effective implementation of target strategies within and across the team of Financial Centers.Perform outbound sales calls, community service and civic involvement, as deemed appropriate, to ensure adequate return on investment in keeping with target Sales and Service strategies.-Sales and service management of Relationship Bankers:Observe, coach and mentor team members to ensure the effective delivery of sales and service objectives.Ensure strong working knowledge of the bank’s full spectrum of products and services across Financial Center team in order to effectively source opportunities for all lines of business.Manage effective sales campaigns and sales and service strategies, leveraging strengths of individual team members to maximize team results.Establish and maintain service standards in keeping with our goal of consistently providing an excellent customer experience.-Direct supervision of Financial Center personnel:Interviewing & HiringPerformance EvaluationsCorrective ActionsTime system management-Operational and compliance integrity:Provide guidance to team members for above-limit transactions (wire transfers, check cashing, cashier’s checks, deposit approvals, uncollected funds, etc.).Ensure timely and accurate completion of assigned audit duties, ensuring that proper controls are in place.Manage expenses to ensure Financial Center remains within budget plan.

San Marcos, Tx

Lead financial center to deliver the best banking experience—resulting in lasting relationships. Execute strategic direction for sales and service within the financial center to maximize delivery of all capabilities of Broadway Bank to our customers.-Growth, profitability and effectiveness of the Financial Center:Leverage available data resources (e.g. EnAct, Client Reports, Household trends, etc.) to maximize client potential to meet or exceed established goals.Coordinate sales and service activities with Group Manager and Specialist partners to ensure effective implementation of target strategies within and across the team of Financial Centers.Perform outbound sales calls, community service and civic involvement, as deemed appropriate, to ensure adequate return on investment in keeping with target Sales and Service strategies.-Sales and service management of Relationship Bankers:Observe, coach and mentor team members to ensure the effective delivery of sales and service objectives.Ensure strong working knowledge of the bank’s full spectrum of products and services across Financial Center team in order to effectively source opportunities for all lines of business.Manage effective sales campaigns and sales and service strategies, leveraging strengths of individual team members to maximize team results.Establish and maintain service standards in keeping with our goal of consistently providing an excellent customer experience.-Direct supervision of Financial Center personnel:Interviewing & HiringPerformance EvaluationsCorrective ActionsTime system management-Operational and compliance integrity:Provide guidance to team members for above-limit transactions (wire transfers, check cashing, cashier’s checks, deposit approvals, uncollected funds, etc.).Ensure timely and accurate completion of assigned audit duties, ensuring that proper controls are in place.Manage expenses to ensure Financial Center remains within budget plan.

Kyle, Texas

· Deliver outstanding service to our customers in order to meet established goals:o Use a consultative sales approach in order to deliver the full scope of Broadway's capabilities and fulfilling customers' stated and unstated needs.o Discover and escalate referral opportunities to the appropriate Specialist partner and ensuring timely follow up.o Maintain good working knowledge of the bank's full scope of products and services to ensure ability to make appropriate recommendations and referrals.· Expand new and existing client relationships:o Actively participate in campaigns and promotions, ensuring that activities are completed in a timely manner and that follow up activities are scheduled accordingly.o Effective use of EnAct to capture client information, record client activities, schedule follow up activities, identify next likely sales opportunities and other related activities to facilitate robust customer relationship management.· Supports the Financial Center Manager in the day to day sales and service activities in the Financial Center:o Serves as a Subject Matter resource for financial center operations and acts as a support to ensure team safety and adherence to security protocols.o May be called upon to assist financial center management with scheduling of financial center staff.o May be called upon to complete monthly cash audits.· Meet or exceed operational standards:o Perform account openings, customer maintenance, processing loan applications and closing loans in keeping with established procedures in order to ensure timely service delivery.o Process a variety of customer transactions, which may include cash handling by hand, via cash recyclers, ATMs, and/or Automated Banking Machines.o Ensure customer transactions are processed in keeping with all compliance, regulatory and procedural requirements.· Performs other duties as assigned by Financial Center Manager.

Buda, Texas

Buda, Texas

FunctionTo provide a full range of customer services at banking center locations (including teller transactions, account servicing, personal banking, and loan application processing and closing), ensuring compliance with all applicable bank policies and procedures and with all applicable federal and state laws and regulations. Duties & ResponsibilitiesPerform all functions of a Paying and Receiving/Commercial Teller, with the additional responsibility of signing official checksOpen checking, savings, money market, IRA and CD accountsRedeem and renew certificates of depositProcess check orders/re-orders, changes of address, and changes/revisions to existing accountsRequired to meet sales goals by effectively communicating with customers to uncover needs, matching products to meet those needs or referring the customer to the appropriate department for the service or productProcess ATM card requests/debit card requestsLoad new account information and account maintenance information on a CRT,Accept and process stop payments, funds transfer requests, and account closures, Input related information on a CRT and maintain documentation as appropriate.Input loan applications, insuring completeness of data before forwarding to approval authorityClose approved loans with customers and disburse loan proceedsAccept loan extension applications and forward to approval authorityProvide miscellaneous information (i.e., payoffs, due dates, etc.) in response to customer inquiriesEnsure that all physical security procedures are consistently followed and that security equipment is functioning properlyReviews and understands bank policies, procedures, guidelines and regulations related to positionMeet and maintain financial responsibility, character and general fitness standards along with all other established requirements for an individual Loan Originator in accordance with Regulation ZPerform additional duties and responsibilities as required

FunctionThis position is responsible for providing friendly and courteous customer service while completing various teller transactions. The Teller is expected to identify customer needs and refer new products and services on a daily basis. Duties & Responsibilities· Greets each customer and prospective customer in a friendly and professional manner. Assists customer by completing all teller transactions and maintaining accurate records· Identifies customer needs and refers new products and services on a daily basis to other departments and sales staff· Identifies fraudulent activity to prevent potential losses to the bank· Complies with current bank policies, procedures, and guidelines as well as State and Federal policies and regulations related to the position· Service assigned ATMs at select locations· Mentors teller trainees (when applicable)· Maintains knowledge of current products and services· Handles multiple tasks within a fast paced team environment and prioritizes work· Communicates clearly in a professional manner with the ability to conduct business in a confidential manner· Performs other duties as assigned