Relationship Banker | Gartner/Naperville

First Busey Corp; Naperville (IL); On-site; USD 80,000 - 100,000; Full time

Job summary

Join a forward-thinking financial institution as a Relationship Banker, where you will blend customer service with banking expertise. In this role, you'll engage with clients, manage accounts, and promote bank products, ensuring a seamless banking experience. This position offers a dynamic environment where your sales skills and customer service abilities will shine. With a focus on building lasting relationships, you'll have the opportunity to make a significant impact on clients' financial journeys. Enjoy competitive compensation and a comprehensive benefits package, all while contributing to a diverse and inclusive workplace.

Benefits

401(k) Match

Profit Sharing

Employee Stock Purchase Plan

Paid Time Off

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Long-term Disability

Wellness Incentives

Qualifications

• Strong sales and customer service skills are essential.
• Previous banking and/or sales experience is required.

Responsibilities

• Provide exceptional customer service and build lasting relationships.
• Promote and cross-sell bank products to customers.
• Assist with account management and transactions.

Skills

Sales Skills

Customer Service Skills

Communication Skills

Basic Math Skills

Education

High School Diploma

Banking Experience

Sales Experience

Tools

Microsoft Office

Job description

Relationship Banker | Gartner/Naperville page is loaded

Relationship Banker | Gartner/Naperville

Apply remote type In Office locations Naperville, IL - 24 W. Gartner Road, Ste 104 time type Full time posted on Posted 2 Days Ago job requisition id JR101409

Position Summary

The 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 & Responsibilities

Customer Service & Relationship Building

• 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.

Sales & Referrals

• 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.

Account Management

• 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 and support for online banking services and digital banking tools.

Loan & Credit Processing

• Refer clients with credit needs to the appropriate banker or line of business.

Transactions & Cash Handling

• Process 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 Management

• Adhere 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 Support

• 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.

Education & Experience

• Knowledge of:
  • Strong sales and customer service skills
  • Strong oral and written communication skills
  • Basic math and accounting functions

• Ability to:
  • Accurately count money
  • Perform duties and make decisions under frequent time pressures
  • Stand for extended periods of time
  • Lift 50 pounds

• Education 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 Compensation

Salary 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: $18-$21/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 Opportunity

Busey 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 Resumes

Busey 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.

#BBLP

About Busey

Busey offers diverse employment opportunities - both remote and onsite in Florida, Illinois, Indiana and Missouri. We strive to place talent applicants in positions that fit both their skillset and career goals. As part of Team Busey, we promise to provide challenges that both drive your career progression and allow opportunities for growth!

EEO

Busey 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.