Relationship Banker | Plainfield

Busey Bank; Town of Plainfield (NY); On-site; USD 42,000 - 47,000; Full time

Benefits offered by this job

401(k) match

profit sharing

employee stock purchase plan

paid time off

medical

dental

vision

company-paid life insurance and long‑/

short-term and long-term disability

wellness incentives

employee assistance program

pre-tax health savings accounts

flexible spending accounts

Job summary

Busey Bank is seeking a Relationship Banker to blend teller duties with relationship management, delivering personalized service and handling complex banking tasks.

You will promote products, open and maintain accounts, process transactions accurately, and ensure security and regulatory compliance while building lasting customer relationships.

Qualifications

• 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.
• Requires a High School diploma.
• Requires previous banking and/or sales experience.
• Pursuant to the SAFE Act, obtain/maintain NMLS registration during employment.

Responsibilities

• Greet and engage customers with exceptional service to build relationships.
• Identify customer needs and offer solutions with bank products.
• Develop and maintain relationships through personalized service and outreach.
• Resolve customer concerns promptly for a positive experience.
• Promote and cross-sell bank products.
• Assist with opening and managing accounts and maintenance tasks.
• Provide support for online and digital banking tools.
• Refer clients with credit needs to appropriate bankers or lines of business.
• Process transactions accurately and balance cash drawer at shift end.
• Ensure compliance with bank policies and privacy regulations.

Skills

Sales skills

Customer service

Communication

Microsoft Office

Education

High School diploma

NMLS registration (SAFE Act)

Tools

Microsoft Office

Job description

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

• 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
• 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: $20.25-$22.75/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.

• 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
• employee assistance program
• pre-tax health savings accounts
• flexible spending accounts

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 reque Busey offers diverse employment opportunities - both remote and onsite in Arizona, Colorado, Florida, Illinois, Indiana, Kansas, Missouri, New Mexico, Oklahoma and Texas. 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!

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 extraordinary excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey’s Equal Opportunity Employment.

Every day, our associates live Busey’s core values, doing better business, building stronger relationships and creating thriving communities—while delivering meaningful value to shareholders.