Position Summary
The Relationship Banker role combines the duties of a teller with those of a relationship banker, offering personalized customer service, conducting financial transactions, and cross-selling products and services. The Relationship Banker is also responsible for handling complex banking tasks, such as opening new accounts and assisting with account maintenance, ensuring a seamless and comprehensive customer experience.
Duties & Responsibilities
Customer Service & Relationship Building
- Greet and engage customers in a friendly and professional manner, providing exceptional service to build lasting relationships.
- Identify customer needs and offer solutions through the banks products and services.
- Develop and maintain strong customer relationships through personalized service and proactive outreach, assisting with both routine and complex banking needs.
- Resolve customer concerns and issues promptly, ensuring a positive experience.
Sales & Referrals
- Promote and cross-sell bank products.
- Assist customers in understanding various product offerings and provide tailored financial advice, referring customers to other lines of business as appropriate.
Account Management
- Open and manage a variety of accounts.
- Assist with account maintenance tasks, such as updating account information, processing stop payments, and handling transfers.
- Provide assistance with and support for online banking services and digital banking tools.
Loan & Credit Processing
- Refer clients with credit needs to the appropriate banker or line of business.
Transactions & Cash Handling
- Process transactions with a high degree of accuracy.
- Balance cash drawer and ensure all transactions are correctly recorded at the end of each shift.
Compliance & Risk Management
- Adhere to all bank policies, procedures, and regulatory requirements to ensure accuracy and security of transactions.
- Maintain confidentiality of customer information and ensure compliance with privacy regulations.
- Monitor for potential fraud or suspicious activity, following bank procedures to address issues.
Operational Support
- Assist with branch operations and administrative tasks, including scanning, filing, organizing records, and maintaining operational reports.
- Support branch leadership with daily operations, including opening/closing procedures and ensuring compliance with security standards.
Education & Experience
Knowledge of:
- Strong sales and customer service skills
- Strong oral and written communication skills
- Basic math and accounting functions
Ability to:
- Accurately count money
- Perform duties and make decisions under frequent time pressures
- Stand for extended periods of time
- Lift 50 pounds
Education and Training:
- Requires a High School diploma.
- Requires previous banking and/or sales experience.
- Must maintain current registration with the Nationwide Mortgage Licensing System & Registry (NMLS) if lending.
- Requires knowledge of Microsoft Office.
Benefits and Compensation
Salary is based on qualifications and experience with a base pay range of $16-$19/hour. Eligible for bonus or incentives based on performance. Comprehensive benefits package includes 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance, disability insurance, wellness incentives, and employee assistance program.
Equal Opportunity
Busey is an Equal Opportunity Employer valuing diversity and inclusion.
