Senior Relationship Banker - Sales Advisor | Kirby

Busey Bank • Champaign, IL

7d

About The Position

The Senior Relationship Banker, Retail Sales Advisor is a regional sales trainer and expert in the sales process. The role requires extensive knowledge of banking products, services, and customer relationship management. The Senior Relationship Banker handles complex transactions, provides leadership assistance within the branch, and drives sales and operational excellence while supporting branch performance and adherence to compliance and operational standards.

The position delivers onboarding sales training, coaches frontline associates, manages effective use of the CRM tool, and identifies opportunities to improve the sales process. It also provides high-level customer service and tailored banking solutions, develops customer relationships, meets sales and referral goals, and supports account management, loan processing, transactions, compliance, risk management, team mentorship, and branch operations.

The role requires a high school diploma, five years of banking experience with lending responsibilities, and one year of previous training experience 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). Sales training experience or relevant coursework is preferred. The listed base pay range is $24.50–$30.00 per hour; the role may also be eligible for performance-based bonuses or incentives.

Requirements

• High school diploma.
• Five years of banking experience with lending responsibilities.
• One year of previous training experience, or a combination of mentorship, military, or management experience.
• Maintain current NMLS registration if performing lending; if registration is not active at hire, attain active registration immediately upon employment.
• Strong sales and customer service skills.
• Strong oral and written communication skills.
• Basic math and accounting skills.
• Knowledge of basic lending principles and the ability to assess customer financial needs.
• Microsoft Office skills.
• 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.
• Ability to participate in cross-selling in coordination with Banking Center leadership and other lines of business.

Nice To Haves

• Sales training experience or relevant coursework.

Responsibilities

• Coordinate and deliver sales training to frontline associates during onboarding.
• Advise associates on complex sales scenarios, client interactions, objection handling, and consistent application of sales practices.
• Manage frontline associates’ effective use of the CRM tool within the region.
• Identify bottlenecks in the sales process and recommend improvements.
• Provide high-level customer service and address complex inquiries, complaints, and concerns.
• Serve as a primary point of contact for high-net-worth individuals or business customers and offer tailored financial solutions.
• Build and maintain customer relationships by identifying needs and recommending appropriate banking products and services.
• Cross-sell products and services based on customers’ financial needs, and meet or exceed monthly sales and referral goals.
• Develop growth opportunities and improve branch performance through community engagement, marketing initiatives, and referrals to lines of business.
• Open and manage personal and business accounts accurately and in compliance with regulatory requirements.
• Assist with account maintenance, transfers, check orders, and customer use of online and mobile banking services.
• Process and assist with personal loan and home equity line of credit applications, conduct initial screenings, gather documentation, and coordinate with loan officers or other departments.
• Educate customers about loan products, eligibility requirements, and loan terms.
• Assist with transactions, balance the cash drawer, and ensure transactions are accurately recorded and processed.
• Follow bank policies, procedures, and regulatory requirements; identify suspicious or potentially fraudulent activity and escalate it as appropriate.
• Protect customer data and comply with privacy requirements.
• Mentor and develop junior Relationship Banker I and II staff, and coach branch staff on banking procedures, compliance, customer service, and performance standards.
• Support daily branch operations, including cash balancing, managing supplies, and opening and closing the branch.
• Support branch leadership in maintaining branch security and operational efficiency.

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
• Supplemental voluntary life insurance
• Short-term disability
• Wellness incentives
• Employee assistance program
• Eligible associates may access pre-tax health savings accounts and flexible spending accounts.

What This Job Offers

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