Personal Banking & Relationship Specialist

Busey Bank; Burr Ridge (IL); On-site; USD 28,000 - 31,000; Full time

Benefits offered by this job

401(k) match

Profit sharing

Employee stock purchase plan

Paid time off

Medical insurance

Dental insurance

Vision insurance

Life insurance

Job summary

Busey Bank in Burr Ridge, IL is seeking a Relationship Banker to blend teller duties with relationship-building, delivering personalized service, processing financial transactions, and cross-selling bank products. You will open and manage accounts, assist with online tools, and support branch operations while upholding security and privacy standards.

The role emphasizes strong sales and communication skills, basic math, and prior banking or sales experience.

Qualifications

• Requires a High School diploma.
• Requires previous banking and/or sales experience.
• Pursuant to the SAFE Act, all Relationship Bankers must maintain current NMLS registration; if not active at hire, must attain active registration upon employment.
• Requires knowledge of Microsoft Office.

Responsibilities

• Greet and engage customers in a friendly and professional manner, providing exceptional service to build lasting relationships.
• Identify customer needs and offer solutions through the bank's products and services.
• Develop and maintain strong customer relationships through personalized service and proactive outreach, assisting with both routine and complex banking needs.
• Resolve customer concerns and issues promptly, ensuring a positive experience.
• Promote and cross-sell bank products.
• Assist customers in understanding various product offerings and provide tailored financial advice, referring customers to other lines of business as appropriate.
• Open and manage a variety of accounts.
• Assist with account maintenance tasks, such as updating account information, processing stop payments, and handling transfers.
• Provide assistance with online banking services and digital banking tools.
• Refer clients with credit needs to the appropriate banker or line of business.
• Process transactions with a high degree of accuracy.
• Balance cash drawer and ensure all transactions are correctly recorded at the end of each shift.
• Adhere to bank policies, procedures, and regulatory requirements to ensure accuracy and security of transactions.
• Maintain confidentiality of customer information and ensure compliance with privacy regulations.
• Monitor for potential fraud or suspicious activity, following bank procedures to address issues.
• Assist with branch operations and administrative tasks, including scanning, filing, organizing records, and maintaining operational reports.
• Support branch leadership with daily operations, including opening/closing procedures and ensuring compliance with security standards.

Skills

Strong sales

Strong communication

Basic math

Education

High School diploma

Banking/sales experience

NMLS registration (SAFE Act)

Microsoft Office knowledge

Tools

Microsoft Office

Job description

Busey Bank in Burr Ridge, IL is seeking a Relationship Banker to blend teller duties with relationship-building, delivering personalized service, processing financial transactions, and cross-selling bank products. You will open and manage accounts, assist with online tools, and support branch operations while upholding security and privacy standards.

The role emphasizes strong sales and communication skills, basic math, and prior banking or sales experience.