Relationship Banker | Downtown Dallas

Busey-Bank-2; Dallas (TX); On-site; USD 32,000 - 36,000; Full time

Benefits offered by this job

401(k) match

Profit sharing

Employee stock purchase plan

Medical, dental, vision Insurance

Paid time off

Job summary

Busey Bank is seeking a Relationship Banker to blend teller duties with relationship-building and cross-selling. You will open and manage accounts, handle routine and complex banking tasks, and assist customers with digital banking tools.

The role emphasizes accurate cash handling, strong communication, and adherence to banking policies. Prior banking or sales experience is helpful for success at the branch.

Qualifications

• Requires a High School diploma and previous banking and/or sales experience.
• Ability to count money accurately and perform duties under time pressure.
• Familiarity with Microsoft Office and banking software is a plus.

Responsibilities

• Greet and assist customers with service needs and cross-sell products.
• Open new accounts and assist with maintenance tasks and transfers.
• Balance cash drawer and ensure accurate end-of-shift records.
• Provide support for online banking and digital tools.
• Adhere to bank policies, ensure data privacy and fraud monitoring.
• Support branch operations and administrative tasks as needed.

Skills

Sales

Customer service

Communication

Math

Time management

Education

High School diploma

Tools

Microsoft Office

Job description

Position SummaryThe Relationship Banker role combines the duties of a teller with those of a relationship banker, offering personalized customer service, conducting financial transactions, and cross-selling products and services. The Relationship Banker is also responsible for handling complex banking tasks, such as opening new accounts and assisting with account maintenance, ensuring a seamless and comprehensive customer experience.Duties & ResponsibilitiesCustomer Service & Relationship BuildingGreet 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.Sales & ReferralsPromote 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.Account ManagementOpen 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 and support for online banking services and digital banking tools.Loan & Credit ProcessingRefer clients with credit needs to the appropriate banker or line of business.Transactions & Cash HandlingProcess transactions with a high degree of accuracy.Balance cash drawer and ensure all transactions are correctly recorded at the end of each shift.Compliance & Risk ManagementAdhere to all 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.Operational SupportAssist 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.Education & ExperienceKnowledge of:Strong sales and customer service skillsStrong oral and written communication skillsBasic math and accounting functionsAbility to:Accurately count moneyPerform duties and make decisions under frequent time pressuresStand for extended periods of timeLift 50 poundsEducation and Training:Requires a High School diploma.Requires previous banking and/or sales experience.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.Requires knowledge of Microsoft Office.Benefits and CompensationSalary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.(Base Pay Range: $23.00-$26.00/hour)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. Visit Busey Total Rewards for more information.Equal OpportunityBusey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey’s commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey’s Equal Opportunity Employment.Unsolicited ResumesBusey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies (“Agency”), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings (“Agreement”). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.