Busey
Relationship Banker II | Northpoint
Position Summary: The Relationship Banker II combines expertise in customer service, sales, and operational management at an elevated skill level within the banking team. This advanced role merges the responsibilities of a teller and a personal banker, focusing on providing comprehensive financial services to customers. It requires deeper knowledge of banking products, customer service, and operational processes, handling complex transactions and guiding less experienced staff while building relationships and promoting the bank’s services.
Responsibilities Customer Service & Relationship Management
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.
Sales & Cross-Selling
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.
Account Management and Support
Open and manage personal and business accounts ensuring accurate and compliant set-up.
Assist with account maintenance tasks such as updating personal information, handling transfers, and processing check orders.
Support customers with online and mobile banking services, ensuring they are comfortable and knowledgeable about digital 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 officers or other departments for a smooth approval process.
Educate customers on loan products, eligibility requirements, and loan terms.
Transactions & Cash Handling
Process transactions with a high degree of accuracy.
Balance cash drawer and ensure transactions are accurately recorded.
Compliance & Risk Management
Ensure compliance with all bank policies, procedures, and regulatory requirements, especially regarding financial transactions and customer interactions.
Monitor and detect 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
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.
Branch Operations & Administrative Support
Assist with daily branch operational tasks, including balancing cash, managing branch supplies, and supporting 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
Participate in cross‑selling with banking center leadership and other lines of business
Education and Training
Requires a high school diploma.
2 years of banking experience with lending responsibilities required.
1 year of previous training and/or a combination of mentorship, military, or management experience required.
Requirements under the Secure and Fair Enforcement for Mortgage Licensing Act (SAFE Act) for active registration with the Nationwide Mortgage Licensing System & Registry (NMLS) if lending is performed.
Requires knowledge of Microsoft Office.
Benefits and Compensation Salary offered is based on factors including job duties, required qualifications, 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 per hour)
Busey provides a competitive Total Rewards package, including 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company‑paid life insurance, long‑term disability, supplemental voluntary life insurance, short‑term and long‑term disability, wellness incentives, employee assistance program, health savings accounts, and flexible spending accounts.
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 and veterans.
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Responsibilities Customer Service & Relationship Management
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.
Sales & Cross-Selling
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.
Account Management and Support
Open and manage personal and business accounts ensuring accurate and compliant set-up.
Assist with account maintenance tasks such as updating personal information, handling transfers, and processing check orders.
Support customers with online and mobile banking services, ensuring they are comfortable and knowledgeable about digital 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 officers or other departments for a smooth approval process.
Educate customers on loan products, eligibility requirements, and loan terms.
Transactions & Cash Handling
Process transactions with a high degree of accuracy.
Balance cash drawer and ensure transactions are accurately recorded.
Compliance & Risk Management
Ensure compliance with all bank policies, procedures, and regulatory requirements, especially regarding financial transactions and customer interactions.
Monitor and detect 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
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.
Branch Operations & Administrative Support
Assist with daily branch operational tasks, including balancing cash, managing branch supplies, and supporting 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
Participate in cross‑selling with banking center leadership and other lines of business
Education and Training
Requires a high school diploma.
2 years of banking experience with lending responsibilities required.
1 year of previous training and/or a combination of mentorship, military, or management experience required.
Requirements under the Secure and Fair Enforcement for Mortgage Licensing Act (SAFE Act) for active registration with the Nationwide Mortgage Licensing System & Registry (NMLS) if lending is performed.
Requires knowledge of Microsoft Office.
Benefits and Compensation Salary offered is based on factors including job duties, required qualifications, 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 per hour)
Busey provides a competitive Total Rewards package, including 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company‑paid life insurance, long‑term disability, supplemental voluntary life insurance, short‑term and long‑term disability, wellness incentives, employee assistance program, health savings accounts, and flexible spending accounts.
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 and veterans.
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