Busey
Senior Relationship Banker | North Veterans/Bloomington
Busey, Bloomington, Illinois, us, 61791
Senior Relationship Banker | North Veterans/Bloomington
Position Summary
The Senior Relationship Banker is an advanced, highly skilled role within the banking team, combining expertise in customer services, sales, and operational management. This role requires extensive knowledge of banking products, services, and customer relationship management. A Relationship Banker III is expected to handle the most complex transactions, provide leadership assistance within the branch, and drive sales and operational excellence. This position also involves mentoring and training new associates, contributing to branch performance and ensuring adherence to compliance and operational standards.
Duties & Responsibilities
Customer Service & Relationship Management
Provide exceptional, high-level customer service, addressing complex inquiries, complaints, and concerns with professionalism and efficiency.
Serve as the primary point of contact for high-net-worth individuals or business customers, offering tailored financial solutions.
Build and maintain strong, long-term customer relationships by identifying needs and recommending appropriate banking products and services.
Sales & Cross-Selling
Identify opportunities to enhance customer portfolios by cross-selling additional products or services based on financial need.
Meet and exceed monthly sales and referral goals by engaging with customers to assess needs and recommend suitable banking solutions.
Lead efforts to develop new growth opportunities and improve branch performance through community engagement, marketing initiatives, and referrals to lines of business.
Account Management and Support
Open and manage personal and business accounts ensuring the account setup is accurate and compliant with regulatory requirements.
Assist with account maintenance tasks, such as updating personal information, assisting with transfers, and processing check orders.
Support customers with online and mobile banking services, ensuring they are comfortable and knowledgeable about digital banking tools.
Loan & Credit Processing
Process and assist with customer loan applications, including personal loans and home equity lines of credit.
Conduct initial loan screenings, gather necessary documentation, and work closely with loan offers or other departments to ensure a smooth loan approval process.
Educate customers on loan products, eligibility requirements, and loan terms.
Transactions & Cash Handling
Assist, as needed, with processing transactions.
Balance cash drawer and ensure transactions are accurately recorded and processed.
Compliance & Risk Management
Ensure compliance with all bank policies, procedures, and regulatory requirements, particularly in relation to financial transactions and customer interactions.
Monitor and detect any suspicious or potentially fraudulent activity, escalating issues to management and other departments as appropriate.
Adhere to privacy regulations and ensure customer data is handled securely and confidentially.
Team Support and Mentorship
Mentor and develop junior Relationship Banker I and II staff, providing training on banking procedures, compliance, and customer service excellence.
Offer guidance and coaching to enhance the performance of branch staff, ensuring that all team members meet or exceed operational, sales, and customer service standards.
Lead by example in demonstrating a strong understanding of the bank’s products and services, helping to drive a positive and productive work environment.
Branch Operations & Administrative Support
Assist with daily branch operational tasks, including balancing cash, managing branch supplies, and supporting the opening and closing of the branch.
Support branch leadership in maintaining branch security and ensuring operational efficiency.
Education & Experience
Knowledge Of
Strong sales and customer service skills
Strong oral and written communication skills
Basic math and accounting functions
The basic tenets of lending and assessing a customer’s financial needs
Ability To
Accurately count money
Perform duties and make decisions under frequent time pressures
Stand for extended periods of time
Lift 50 pounds
Explain products and services to current and potential customers
In concert with Banking Center leadership and other LOB, participate in cross-selling
Education And Training
Requires a High School diploma.
2 years of banking experience with lending responsibilities required
1 year of previous training and/or combination of mentorship, military or management experience required
Pursuant to the SAFE Act, all Relationship Bankers (if lending) are required to maintain current registration with NMLS. If not active at hire, must attain active registration upon employment. Failure to maintain active registration may lead to disciplinary action, up to termination.
Requires knowledge of Microsoft Office.
Benefits And Compensation Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.
Base Pay Range: $19-$22/hour
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being—now and in the years to come—are important to us. Busey’s Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.
Equal Opportunity Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey’s commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey’s Equal Opportunity Employment.
Unsolicited Resumes Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies. Agencies without a binding recruitment agreement are requested not to contact any Busey associates with recruiting inquiries or resumes. Busey may consider any candidate submitted by an Agency only if an Agreement is in place.
Seniority level Mid-Senior level
Employment type Full-time
Job function Finance and Sales Industries
Referrals increase your chances of interviewing at Busey by 2x
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The Senior Relationship Banker is an advanced, highly skilled role within the banking team, combining expertise in customer services, sales, and operational management. This role requires extensive knowledge of banking products, services, and customer relationship management. A Relationship Banker III is expected to handle the most complex transactions, provide leadership assistance within the branch, and drive sales and operational excellence. This position also involves mentoring and training new associates, contributing to branch performance and ensuring adherence to compliance and operational standards.
Duties & Responsibilities
Customer Service & Relationship Management
Provide exceptional, high-level customer service, addressing complex inquiries, complaints, and concerns with professionalism and efficiency.
Serve as the primary point of contact for high-net-worth individuals or business customers, offering tailored financial solutions.
Build and maintain strong, long-term customer relationships by identifying needs and recommending appropriate banking products and services.
Sales & Cross-Selling
Identify opportunities to enhance customer portfolios by cross-selling additional products or services based on financial need.
Meet and exceed monthly sales and referral goals by engaging with customers to assess needs and recommend suitable banking solutions.
Lead efforts to develop new growth opportunities and improve branch performance through community engagement, marketing initiatives, and referrals to lines of business.
Account Management and Support
Open and manage personal and business accounts ensuring the account setup is accurate and compliant with regulatory requirements.
Assist with account maintenance tasks, such as updating personal information, assisting with transfers, and processing check orders.
Support customers with online and mobile banking services, ensuring they are comfortable and knowledgeable about digital banking tools.
Loan & Credit Processing
Process and assist with customer loan applications, including personal loans and home equity lines of credit.
Conduct initial loan screenings, gather necessary documentation, and work closely with loan offers or other departments to ensure a smooth loan approval process.
Educate customers on loan products, eligibility requirements, and loan terms.
Transactions & Cash Handling
Assist, as needed, with processing transactions.
Balance cash drawer and ensure transactions are accurately recorded and processed.
Compliance & Risk Management
Ensure compliance with all bank policies, procedures, and regulatory requirements, particularly in relation to financial transactions and customer interactions.
Monitor and detect any suspicious or potentially fraudulent activity, escalating issues to management and other departments as appropriate.
Adhere to privacy regulations and ensure customer data is handled securely and confidentially.
Team Support and Mentorship
Mentor and develop junior Relationship Banker I and II staff, providing training on banking procedures, compliance, and customer service excellence.
Offer guidance and coaching to enhance the performance of branch staff, ensuring that all team members meet or exceed operational, sales, and customer service standards.
Lead by example in demonstrating a strong understanding of the bank’s products and services, helping to drive a positive and productive work environment.
Branch Operations & Administrative Support
Assist with daily branch operational tasks, including balancing cash, managing branch supplies, and supporting the opening and closing of the branch.
Support branch leadership in maintaining branch security and ensuring operational efficiency.
Education & Experience
Knowledge Of
Strong sales and customer service skills
Strong oral and written communication skills
Basic math and accounting functions
The basic tenets of lending and assessing a customer’s financial needs
Ability To
Accurately count money
Perform duties and make decisions under frequent time pressures
Stand for extended periods of time
Lift 50 pounds
Explain products and services to current and potential customers
In concert with Banking Center leadership and other LOB, participate in cross-selling
Education And Training
Requires a High School diploma.
2 years of banking experience with lending responsibilities required
1 year of previous training and/or combination of mentorship, military or management experience required
Pursuant to the SAFE Act, all Relationship Bankers (if lending) are required to maintain current registration with NMLS. If not active at hire, must attain active registration upon employment. Failure to maintain active registration may lead to disciplinary action, up to termination.
Requires knowledge of Microsoft Office.
Benefits And Compensation Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.
Base Pay Range: $19-$22/hour
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being—now and in the years to come—are important to us. Busey’s Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.
Equal Opportunity Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey’s commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey’s Equal Opportunity Employment.
Unsolicited Resumes Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies. Agencies without a binding recruitment agreement are requested not to contact any Busey associates with recruiting inquiries or resumes. Busey may consider any candidate submitted by an Agency only if an Agreement is in place.
Seniority level Mid-Senior level
Employment type Full-time
Job function Finance and Sales Industries
Referrals increase your chances of interviewing at Busey by 2x
Get notified about new Senior Relationship Banker jobs in Bloomington, IL.
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