Senior Relationship Banker | Pines/Urbana

Busey Bank•Urbana, IL

About The Position

The Senior Relationship Banker is an advanced role combining customer service, sales, and operational management. The banker handles complex transactions, serves as a primary contact for high-net-worth individuals or business customers, and recommends tailored banking solutions. The role supports branch leadership, helps drive sales and operational excellence, mentors junior associates, and ensures compliance with banking policies and regulatory standards. Responsibilities include building customer relationships, identifying needs, cross-selling products and services, managing personal and business accounts, supporting customers with digital banking, and assisting with loan applications and initial screenings. The banker also assists with transactions and cash balancing, monitors for suspicious activity, supports daily branch operations and security, and trains and coaches junior Relationship Bankers. The role requires a high school diploma, at least two years of banking experience with lending responsibilities, and one year of previous training experience or a qualifying combination of mentorship, military, or management experience. Relationship Bankers who lend must maintain current NMLS registration under the SAFE Act. Knowledge of Microsoft Office is required. The position requires the ability to count money accurately, perform under frequent time pressures, stand for extended periods, and lift 50 pounds.

Requirements

High school diploma.
At least 2 years of banking experience with lending responsibilities.
At least 1 year of previous training experience, or a qualifying combination of mentorship, military, or management experience.
Knowledge of Microsoft Office.
Strong sales and customer service skills.
Strong oral and written communication skills.
Knowledge of basic math and accounting functions.
Knowledge of the basic tenets of lending and assessing customer financial needs.
Ability to accurately count money.
Ability to perform duties and make decisions under frequent time pressures.
Ability to stand for extended periods of time.
Ability to lift 50 pounds.
Ability to explain products and services to current and potential customers.
Relationship Bankers who lend must maintain current NMLS registration; if registration is not active at hire, active registration must be attained immediately upon employment.

Responsibilities

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 provide tailored financial solutions.
Build long-term customer relationships by identifying needs and recommending appropriate banking products and services.
Cross-sell products and services 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, including updating information, transfers, and check orders.
Help customers use online and mobile banking services.
Process and assist with personal loan and home equity line of credit applications; screen applications, gather documentation, and coordinate with loan officers or other departments.
Educate customers about loan products, eligibility requirements, and loan terms.
Assist with transactions, balance cash drawers, and ensure transactions are recorded and processed accurately.
Follow bank policies, procedures, and regulatory requirements.
Monitor for suspicious or potentially fraudulent activity and escalate concerns as appropriate.
Protect customer privacy and handle customer data securely and confidentially.
Mentor and train junior Relationship Banker I and II staff on banking procedures, compliance, and customer service.
Coach branch staff to meet or exceed operational, sales, and customer service standards.
Assist with daily branch operations, including cash balancing, supply management, and branch opening and closing.
Support branch leadership in maintaining security and operational efficiency.
Participate in cross-selling in coordination with Banking Center leadership and other lines of business.

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
The role may be eligible for performance-based bonus or incentives