Job Summary:

A liaison between the customer and the financial institution, building and maintaining that relationship and offering advice and guidance related to bank accounts. As a relationship banker, you will have broad knowledge of the products and services offered by Encore Bank as well as the needs and financial goals of our clients, helping them optimize and manage their accounts.



As the main point of contact for the clients at the branch location, the relationship banker is responsible for engaging with every customer and providing excellent service which shows the customer that we care and we are excited that they are banking with Encore Bank.

Primary Responsibilities:

The duties listed below are some of the duties that may be assigned and may not include all responsibilities that the person in this role may be asked to perform. Incumbent may be required to perform other related duties as assigned.

• Greet customers when they enter the branch and establish a professional, friendly rapport.


• Listen to and understand your customers’ needs in order to make appropriate recommendations and engage with customers to present and cross sell products and solutions based on their financial needs.


• Demonstrate passion by building and sharing knowledge of all retail bank products, services, and specialty product lines.


• Lead teammates by assisting branch management with coaching and training new associates on products and services.


• Take responsibility of opening and closing accounts, assisting customers with the appropriate selection of accounts, perform research for customer accounts, comply with BSA and CIP requirements, and utilize authority to make decisions on accounts that are policy exceptions.


• Collaborate with other associates and lines of business to meet and/or exceed designated individual and branch goals.


• Maintain complete knowledge of all aspects of the teller line including processing transactions, balancing cash drawer and vault, as well as other basic branch operations functions.  Teller support would include performing daily processing of financial transactions, i.e deposits, handling currency, coin, and cashing checks.


• Ensure that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training.


• Perform other duties and responsibilities as assigned

 

Supervisory Responsibilities

• None