Senior Relationship Banker - Sales Advisor | Summerlin

Busey Bank • Fort Myers, FL

1d • $27 - $32 • Onsite

About The Position

Position Summary The Senior Relationship Banker, Retail Sales Advisor is a sales trainer and expert in the sales process within their region. The Advisor role requires extensive knowledge of banking products, services, and customer relationship management and is expected to handle the most complex transactions, provide leadership assistance within the branch, and drive sales and operational excellence. This position contributes to branch performance and ensuring adherence to compliance and operational standards.

Requirements

• 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
• Microsoft Office
• 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
• Requires a High School diploma.
• 5 years of banking experience with lending responsibilities required
• 1 year of previous training and/or combination of mentorship, military or management experience required
• Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act (“SAFE Act”), all Relationship Bankers (if lending) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry (“NMLS”). If such registration is not active as of the hire date, the Relationship Banker must immediately attain active registration upon employment. Relationship Bankers who fail to maintain an active and current registration will be unable to lend and may be subject to disciplinary action, up to and including termination of employment.

Nice To Haves

• Sales training experience or relevant coursework preferred

Responsibilities

• Sales Advisor Coordinate and deliver sales training to front line associates during onboarding.
• Serve as a subject matter expert on handling complex sales scenarios, client interactions, and navigating objections.
• Ensure sales practices are administered consistently and in accordance with sales training.
• Manage the effective usage of CRM tool by frontline associates within region.
• Identify bottlenecks in the sales process and recommend improvement for enhanced sales performance.
• Customer Service & Relationship Management Provide exceptional, high-level customer service, addressing complex inquiries, complaints, and concerns with professionalism and efficiency.
• Serve as the primary point of contact for high-net-worth individuals or business customers, offering tailored financial solutions.
• Build and maintain strong, long-term customer relationships by identifying needs and recommending appropriate banking products and services.
• Sales & Cross-Selling Identify opportunities to enhance customer portfolios by cross-selling additional products or services based on financial need.
• Meet and exceed monthly sales and referral goals by engaging with customer to assess needs and recommend suitable banking solutions.
• Lead efforts to develop new growth opportunities and improve branch performance through community engagement, marketing initiatives, and referrals to lines of business.
• Account Management and Support Open and manage personal and business accounts ensuring the account setup is accurate and compliant 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 offers or other departments to ensure a smooth loan approval process.
• Educate customers on loan products, eligibility requirements, and loan terms.
• Transactions & Cash Handling Assist, as needed, with processing transactions.
• 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 Mentor and develop junior Relationship Banker I and II staff, providing training on banking procedures, compliance, and customer service excellence.
• Offer guidance and coaching to enhance the performance of branch staff, ensuring that all team members meet or exceed operational, sales, and customer service standards.
• Lead by example in demonstrating a strong understanding of the bank’s products and services, helping to drive a positive and productive work environment.
• 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.

Benefits

• Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results.
• Your personal and professional well-being—now and in the years to come—are important to us.
• Busey’s Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program.
• In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts.

What This Job Offers

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