Relationship Banker | Tolono

Busey Bank•Tolono, IL

11d

About The Position

The Relationship Banker role combines teller duties with relationship banking, providing personalized customer service, conducting financial transactions, and cross-selling products and services. The role also handles more complex banking tasks, including opening new accounts and assisting with account maintenance, to deliver a seamless customer experience. The Relationship Banker builds customer relationships, identifies needs, explains product offerings, and offers tailored financial guidance or referrals. Responsibilities also include processing transactions, balancing a cash drawer, supporting online and digital banking, assisting with branch operations, and complying with bank policies, regulatory requirements, privacy standards, and security procedures. The position requires a high school diploma, previous banking and/or sales experience, and knowledge of Microsoft Office. Relationship Bankers who lend must maintain active registration with the Nationwide Mortgage Licensing System & Registry (NMLS).

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 and provide exceptional service.
Identify customer needs and recommend suitable bank products and services.
Build and maintain customer relationships through personalized service and proactive outreach.
Resolve customer concerns and issues promptly.
Promote and cross-sell bank products and refer customers to other lines of business when 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 transactions accurately and balance the cash drawer 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 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 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 and flexible spending accounts for eligible associates