bank
The Estate Settlement Specialist serves as a leader and subject matter expert for the Estate Settlement team, administering estates and terminating trusts where the bank acts as executor or administrator. This role involves managing complex fiduciary and agency accounts, meeting with prospects and partners to promote services, and delivering professional presentations on estate planning. The position also includes supervising team members and acting as a relationship manager to maximize customer lifetime value.
Headquarters
San Antonio, Texas, United States
Company Size
501-1000 employees
Founded
1941
Broadway Bank is a regional community bank headquartered in San Antonio, Texas that provides personal and business banking services across the state. It offers checking and savings accounts, loans and mortgages, commercial lending, treasury services, and wealth management solutions. The bank emphasizes personalized, relationship-driven service for consumers and local businesses while also supporting modern digital and mobile banking tools. Security and regulatory compliance are core priorities, with protections like online verification and fraud-prevention measures for customers.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
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