Relationship Banker | Burr Ridge

Busey Bank•Burr Ridge, IL

About The Position

The Relationship Banker combines teller duties with relationship banking, providing personalized customer service, conducting financial transactions, and promoting the bank’s products and services. The role handles complex banking tasks, including opening new accounts and assisting with account maintenance, to provide customers with a seamless banking experience. The banker builds and maintains customer relationships, identifies customer needs, and offers appropriate solutions and financial guidance. The role also processes accurate transactions, supports digital banking, refers lending needs to appropriate colleagues, and helps with branch operations while adhering to bank policies, security standards, and regulatory requirements.

Requirements

  • High school diploma.
  • Previous banking and/or sales experience.
  • Strong sales and customer service skills.
  • Strong oral and written communication skills.
  • Knowledge of basic math and accounting functions.
  • 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.
  • 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.

Nice To Haves

  • Bilingual Spanish skills are preferred.

Responsibilities

  • Greet and engage customers professionally and provide exceptional service.
  • Identify customer needs and recommend relevant bank products and services.
  • Build and maintain customer relationships through personalized service and proactive outreach.
  • Assist customers with routine and complex banking needs and promptly resolve concerns.
  • Promote and cross-sell bank products, explain product offerings, provide tailored financial advice, and make referrals to other lines of business as appropriate.
  • Open and manage accounts and assist with maintenance, including updating information, processing stop payments, and handling transfers.
  • Assist customers with online banking services and digital banking tools.
  • Refer customers with credit needs to the appropriate banker or line of business.
  • Process transactions accurately, balance the cash drawer, and ensure transactions are recorded correctly at the end of each shift.
  • Follow bank policies, procedures, and regulatory requirements to ensure transaction accuracy and security.
  • Protect customer confidentiality and comply with privacy regulations.
  • Monitor for potential fraud or suspicious activity and follow bank procedures to address it.
  • Support branch operations and administrative work, including scanning, filing, organizing records, and maintaining operational reports.
  • Support branch leadership with daily operations, including opening and closing procedures and compliance with security standards.

Benefits

  • 401(k) match
  • Profit sharing
  • Employee stock purchase plan
  • Paid time off
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Company-paid life insurance
  • Long-term disability coverage
  • Supplemental voluntary life insurance
  • Short-term disability coverage
  • Wellness incentives
  • Employee assistance program
  • Pre-tax health savings accounts for eligible associates
  • Flexible spending accounts for eligible associates
  • May be eligible for bonuses or incentives based on company and individual performance
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