Relationship Banker II | Sheridan

Busey Bank • Peoria, IL

4d

About The Position

The Relationship Banker II combines customer service, sales, and operational management at an elevated skill level. The role combines teller and personal banker responsibilities, providing comprehensive financial services and handling complex transactions. The banker builds customer relationships, promotes bank services, and may guide less experienced staff.

Responsibilities include serving as a trusted customer contact, identifying financial needs and recommending suitable products, opening and maintaining personal and business accounts, assisting with digital banking, processing loan applications, and conducting accurate transactions. The role also supports compliance and risk management, branch operations, and staff mentorship.

A high school diploma and two years of banking experience with lending responsibilities are required, as is one year of previous training or a combination of mentorship, military, or management experience. Relationship Bankers who lend must maintain active registration with the Nationwide Mortgage Licensing System & Registry (NMLS). Knowledge of Microsoft Office is required. The base pay range is $20.50–$23.00 per hour; the role may also be eligible for performance-based bonus or incentives.

Requirements

• High school diploma.
• Two years of banking experience with lending responsibilities.
• One year of previous training and/or a combination of mentorship, military, or management experience.
• Knowledge of sales and customer service.
• Strong oral and written communication skills.
• Knowledge of basic math and accounting functions.
• Knowledge of basic lending principles and how to assess customer financial needs.
• Ability to accurately count money.
• Ability to perform duties and make decisions under frequent time pressures.
• Ability to stand for extended periods.
• Ability to lift 50 pounds.
• Ability to explain products and services to current and potential customers.
• Knowledge of Microsoft Office.
• If lending, maintain current registration with the Nationwide Mortgage Licensing System & Registry (NMLS); if registration is not active at hire, attain active registration immediately upon employment.

Responsibilities

• Greet and engage customers professionally, provide exceptional service, and build lasting relationships.
• Serve as a trusted customer contact and assist with routine and complex banking needs.
• Provide personalized guidance on financial products and services.
• Identify and promote bank products and services, assess customer needs, and meet or exceed monthly sales and referral goals.
• Refer customers to other lines of business, including mortgage, wealth, treasury, and commercial services.
• Open and manage personal and business accounts accurately and in compliance with regulatory requirements.
• Assist with account maintenance, transfers, check orders, and online and mobile banking services.
• Process and assist with personal loan and home equity line of credit applications, conduct initial screenings, and gather documentation.
• Educate customers about loan products, eligibility requirements, and loan terms.
• Process transactions accurately, balance the cash drawer, and ensure transactions are properly recorded.
• Follow bank policies, procedures, and regulatory requirements; detect and escalate suspicious or potentially fraudulent activity.
• Protect customer privacy and handle data securely and confidentially.
• Guide newer staff on bank products, customer service, and operational procedures, and support a collaborative work environment.
• Assist with daily branch operations, including cash balancing, supply management, and branch opening and closing.
• Support branch leadership in maintaining branch security and operational efficiency.

Benefits

• 401(k) match
• Profit sharing
• Employee stock purchase plan
• Paid time off
• Medical, dental, and vision benefits
• Company-paid life insurance
• Long-term disability
• Supplemental voluntary life insurance
• Short-term disability
• Wellness incentives
• Employee assistance program
• Pre-tax health savings accounts and flexible spending accounts for eligible associates
• Potential bonus or incentives based on company and individual performance

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED