Relationship Banker | Downtown Dallas

Busey Bank•Dallas, TX

About The Position

The Relationship Banker combines teller responsibilities with relationship banking, providing personalized customer service, completing financial transactions, and cross-selling bank products and services. The role handles complex banking tasks, including opening new accounts and assisting with account maintenance, to provide a seamless customer experience. The position also supports branch operations and administrative work while adhering to banking policies, regulatory requirements, privacy standards, and security procedures.

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.

Responsibilities

Greet and engage customers professionally, provide exceptional service, and build lasting relationships.
Identify customer needs and recommend appropriate bank products and services.
Maintain customer relationships through personalized service and proactive outreach, and assist with routine and complex banking needs.
Resolve customer concerns and issues promptly.
Promote and cross-sell bank products, explain offerings, provide tailored financial advice, and refer customers to other lines of business as appropriate.
Open and manage accounts and assist with account 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 financial transactions accurately, balance the cash drawer, and ensure transactions are correctly recorded at the end of each shift.
Follow bank policies, procedures, and regulatory requirements to ensure accurate and secure transactions.
Protect customer confidentiality and comply with privacy regulations.
Monitor for possible fraud or suspicious activity and follow bank procedures to address it.
Support branch operations and administrative tasks, including scanning, filing, organizing records, and maintaining operational reports.
Support branch leadership with daily operations, including opening and closing procedures and security compliance.

Benefits

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