Position Summary
The Relationship Banker II Float combines expertise in customer service, sales, and operational management at an elevated skill level within the banking team. This role requires deeper knowledge of banking products, customer service, and operational processes, and is expected to handle more complex transactions while building customer relationships and promoting the bank’s services.
Duties & 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, and commercial banking.
Account Management and Support
Open and manage personal and business accounts ensuring accurate setup and compliance with regulatory requirements.
Assist with account maintenance tasks, such as updating personal information, processing transfers, and 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 to ensure a smooth approval process.
Educate customers on loan products, eligibility requirements, and 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.
Monitor and detect suspicious or potentially fraudulent activity, escalating issues as appropriate.
Adhere to privacy regulations and handle customer data securely and confidentially.
Team Support and Mentorship
Assist newer staff by providing guidance on bank products and customer service skills.
Foster a collaborative and positive work environment by sharing knowledge and supporting day‑to‑day operational needs.
Branch Operations & Administrative Support
Assist with daily branch operational tasks, including balancing cash and managing branch supplies.
Support branch leadership in maintaining security and operational efficiency.
Travel between the Champaign/Urbana branches as needed.
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 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.
All Relationship Bankers (if lending) must maintain current registration with the Nationwide Mortgage Licensing System & Registry (NMLS) as required by the SAFE Act. Registration must be active upon hire; failure to maintain it may result in disciplinary action, up to and including termination.
Requires knowledge of Microsoft Office.
Benefits and Compensation Salary is based on job duties, qualifications, experience, and local market trends. The role may be eligible for bonuses or incentives based on performance. Base Pay Range: $18–$21 per hour.
Busey offers a comprehensive Total Rewards package, including 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company‑paid life insurance, disability coverage, voluntary life insurance, wellness incentives, and an employee assistance program. Eligible associates may also use 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 exceptional talent. The company is an Equal Opportunity Employer, including Disability/Vets. Busey encourages applicants of all backgrounds to apply.
Unsolicited Resumes Busey Bank and its subsidiaries do not accept liability for fees for resumes from recruiters without a binding written recruitment agreement. Busey may consider any candidate with an unsolicited resume but reserves the right to hire without obligation to the agency. Please refrain from contacting Busey associates directly with unsolicited resumes or recruitment inquiries.
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Duties & 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, and commercial banking.
Account Management and Support
Open and manage personal and business accounts ensuring accurate setup and compliance with regulatory requirements.
Assist with account maintenance tasks, such as updating personal information, processing transfers, and 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 to ensure a smooth approval process.
Educate customers on loan products, eligibility requirements, and 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.
Monitor and detect suspicious or potentially fraudulent activity, escalating issues as appropriate.
Adhere to privacy regulations and handle customer data securely and confidentially.
Team Support and Mentorship
Assist newer staff by providing guidance on bank products and customer service skills.
Foster a collaborative and positive work environment by sharing knowledge and supporting day‑to‑day operational needs.
Branch Operations & Administrative Support
Assist with daily branch operational tasks, including balancing cash and managing branch supplies.
Support branch leadership in maintaining security and operational efficiency.
Travel between the Champaign/Urbana branches as needed.
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 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.
All Relationship Bankers (if lending) must maintain current registration with the Nationwide Mortgage Licensing System & Registry (NMLS) as required by the SAFE Act. Registration must be active upon hire; failure to maintain it may result in disciplinary action, up to and including termination.
Requires knowledge of Microsoft Office.
Benefits and Compensation Salary is based on job duties, qualifications, experience, and local market trends. The role may be eligible for bonuses or incentives based on performance. Base Pay Range: $18–$21 per hour.
Busey offers a comprehensive Total Rewards package, including 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company‑paid life insurance, disability coverage, voluntary life insurance, wellness incentives, and an employee assistance program. Eligible associates may also use 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 exceptional talent. The company is an Equal Opportunity Employer, including Disability/Vets. Busey encourages applicants of all backgrounds to apply.
Unsolicited Resumes Busey Bank and its subsidiaries do not accept liability for fees for resumes from recruiters without a binding written recruitment agreement. Busey may consider any candidate with an unsolicited resume but reserves the right to hire without obligation to the agency. Please refrain from contacting Busey associates directly with unsolicited resumes or recruitment inquiries.
#J-18808-Ljbffr