Commercial Relationship Manager

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
   

Skills and Qualifications:

These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.

• Listen to clients and provide exceptional customer service
• Process transactions based on customer needs
• Answer general banking questions
• Working knowledge of Microsoft Office products including Word and Outlook

Computer and Office Equipment Skills

• Microsoft Office Suite including Word, Excel, and PowerPoint

Physical Requirements:

The physical demands described here are representative of those that must be met to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential functions.

• While performing the duties of this job this individual is regularly required to stand for long periods of time, walk, sit, talk, hear, use their hands and fingers (manual dexterity), use a telephone, and occasionally lift and /or move up to 50 pounds.
• Specific vision abilities required by this position include, close vision, and the ability to adjust focus.

Mental Requirements:

• The ability to solve problems, make decisions, interpret data, organize information, written and oral communication and read/write.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

Encore Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration without regard to race, color, religion, age, ancestry, citizenship, sex, sexual orientation, gender identity, national origin, marital status, genetic information, physical or mental disability, veteran status or any other characteristic protected by law.