Busey
Relationship Banker II | Downtown Edwardsville
Busey, Edwardsville, Illinois, United States, 62025
Position
Relationship Banker II | Downtown Edwardsville — Busey
Position Summary The Relationship Banker II combines expertise in customer service, sales, and operational management at an elevated skill level within the banking team. The Relationship Banker II is an advanced role within the banking industry, combining the responsibilities of a teller and a personal banker, with an emphasis on providing comprehensive financial services to customers. This role requires deeper knowledge and expertise in banking products, customer service, and operational processes. The Relationship Banker II is expected to handle more complex transactions and provide guidance to less experienced staff, while continuing to build customer relationships and promote the bank’s services.
Responsibilities
Greet and engage customers in a friendly and professional manner, providing exceptional service to build lasting relationships.
Serve as a trusted point of contact for customers, ensuring the highest level of service is provided.
Develop and maintain strong customer relationships through personalized service and proactive outreach, assisting with both routine and complex banking needs.
Provide guidance to customers on financial products and services that best meet their needs.
Actively identify and promote all bank products and services.
Ask clients targeted questions to learn about their financial needs and goals.
Meet and exceed monthly sales and referral goals by engaging with customers to assess needs and recommend suitable banking solutions.
Proactively seek opportunities to refer customers to other lines of business such as mortgage, wealth, treasury, commercial, etc.
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.
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 officers or other departments to ensure a smooth loan approval process.
Educate customers on loan products, eligibility requirements, and loan terms.
Process transactions with a high degree of accuracy.
Balance cash drawer and ensure transactions are accurately recorded and processed.
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.
Assist newer staff by providing guidance on bank products, customer service skills, and operational procedures.
Help foster a collaborative and positive work environment by sharing knowledge and assisting with day-to-day operational needs.
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
Under SAFE Act, Relationship Bankers (if lending) must maintain current registration with NMLS; active registration required at hire date and maintained thereafter
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: $18-$21/hour
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Total Rewards include a comprehensive benefits package with 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, life insurance, disability coverage, wellness incentives and an employee assistance program. Eligible associates may have access to pre-tax health savings accounts and flexible spending accounts. More information is available in the Busey Total Rewards program.
Equal Opportunity Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. 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 fees for resumes from recruiters or employment agencies without a binding, written recruitment agreement. Busey may consider candidates submitted by agencies with an Agreement in place. Agencies are asked not to contact Busey associates with recruiting inquiries or resumes unless an Agreement exists.
Job Details
Seniority level: Entry level
Employment type: Full-time
Job function: Finance and Sales
Industries: Banking
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Relationship Banker II | Downtown Edwardsville — Busey
Position Summary The Relationship Banker II combines expertise in customer service, sales, and operational management at an elevated skill level within the banking team. The Relationship Banker II is an advanced role within the banking industry, combining the responsibilities of a teller and a personal banker, with an emphasis on providing comprehensive financial services to customers. This role requires deeper knowledge and expertise in banking products, customer service, and operational processes. The Relationship Banker II is expected to handle more complex transactions and provide guidance to less experienced staff, while continuing to build customer relationships and promote the bank’s services.
Responsibilities
Greet and engage customers in a friendly and professional manner, providing exceptional service to build lasting relationships.
Serve as a trusted point of contact for customers, ensuring the highest level of service is provided.
Develop and maintain strong customer relationships through personalized service and proactive outreach, assisting with both routine and complex banking needs.
Provide guidance to customers on financial products and services that best meet their needs.
Actively identify and promote all bank products and services.
Ask clients targeted questions to learn about their financial needs and goals.
Meet and exceed monthly sales and referral goals by engaging with customers to assess needs and recommend suitable banking solutions.
Proactively seek opportunities to refer customers to other lines of business such as mortgage, wealth, treasury, commercial, etc.
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.
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 officers or other departments to ensure a smooth loan approval process.
Educate customers on loan products, eligibility requirements, and loan terms.
Process transactions with a high degree of accuracy.
Balance cash drawer and ensure transactions are accurately recorded and processed.
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.
Assist newer staff by providing guidance on bank products, customer service skills, and operational procedures.
Help foster a collaborative and positive work environment by sharing knowledge and assisting with day-to-day operational needs.
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
Under SAFE Act, Relationship Bankers (if lending) must maintain current registration with NMLS; active registration required at hire date and maintained thereafter
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: $18-$21/hour
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Total Rewards include a comprehensive benefits package with 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, life insurance, disability coverage, wellness incentives and an employee assistance program. Eligible associates may have access to pre-tax health savings accounts and flexible spending accounts. More information is available in the Busey Total Rewards program.
Equal Opportunity Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. 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 fees for resumes from recruiters or employment agencies without a binding, written recruitment agreement. Busey may consider candidates submitted by agencies with an Agreement in place. Agencies are asked not to contact Busey associates with recruiting inquiries or resumes unless an Agreement exists.
Job Details
Seniority level: Entry level
Employment type: Full-time
Job function: Finance and Sales
Industries: Banking
We’re unlocking community knowledge in a new way.
#J-18808-Ljbffr