Relationship Banker II Float | Metro East/South
Busey, Granite City, IL, United States
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.
Job Responsibilities
Customer Service & Relationship Management
Travel between Belleville, Collinsville, Downtown St. Louis, Fairmont City, Granite City, South Grand, and Swansea as needed throughout the day.
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.
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 setup and compliance 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 officers or other departments to ensure a smooth loan 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 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
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 the opening and closing of the branch.
Support branch leadership in maintaining branch security and ensuring operational efficiency.
Travel between the Metro East | South Market locations.
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
High School diploma required.
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.
Secure and Fair Enforcement for Mortgage Licensing Act (“SAFE Act”) registration required for Relationship Bankers who lend. If such registration is not active as of the hire date, must attain active registration upon employment. Failure to maintain active registration will prevent lending and may result in disciplinary action, up to and including termination.
Knowledge of Microsoft Office.
Benefits and Compensation Salary 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: $19.75–$23 per hour.
Busey offers a Total Rewards package that includes 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, and pre‑tax health savings accounts and flexible spending accounts. For more information, visit Busey Total Rewards.
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. For more information, visit Busey.com/Careers.
Unsolicited Resumes Busey Bank and its subsidiaries do not accept any liability for fees for resumes from recruiters or employment agencies (“Agency”) without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings (“Agreement”). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.
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Job Responsibilities
Customer Service & Relationship Management
Travel between Belleville, Collinsville, Downtown St. Louis, Fairmont City, Granite City, South Grand, and Swansea as needed throughout the day.
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.
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 setup and compliance 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 officers or other departments to ensure a smooth loan 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 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
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 the opening and closing of the branch.
Support branch leadership in maintaining branch security and ensuring operational efficiency.
Travel between the Metro East | South Market locations.
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
High School diploma required.
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.
Secure and Fair Enforcement for Mortgage Licensing Act (“SAFE Act”) registration required for Relationship Bankers who lend. If such registration is not active as of the hire date, must attain active registration upon employment. Failure to maintain active registration will prevent lending and may result in disciplinary action, up to and including termination.
Knowledge of Microsoft Office.
Benefits and Compensation Salary 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: $19.75–$23 per hour.
Busey offers a Total Rewards package that includes 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, and pre‑tax health savings accounts and flexible spending accounts. For more information, visit Busey Total Rewards.
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. For more information, visit Busey.com/Careers.
Unsolicited Resumes Busey Bank and its subsidiaries do not accept any liability for fees for resumes from recruiters or employment agencies (“Agency”) without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings (“Agreement”). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.
#J-18808-Ljbffr