Senior Relationship Banker – Lending & Growth

Busey Bank; Bloomington (IN); On-site; USD 43,000 - 48,000; Full time

Job summary

Busey Bank in Bloomington, IN seeks a Relationship Banker II to blend customer service, sales and branch operations at an advanced level. You will act as a trusted advisor, handling complex transactions and guiding less experienced staff while promoting the bank’s services.

Responsibilities include greeting customers, opening and managing personal and business accounts, guiding loan processes, and cross‑selling a full range of banking products.

Qualifications

• Knowledge of: Strong sales and customer service skills, Strong oral and written communication skills, Basic math and accounting functions, The basic tenets of lending and assessing a customer’s financial needs.

Responsibilities

• Greet and engage customers in a friendly and professional manner, providing exceptional service to build lasting relationships.
• Serve as a trusted point of contact for customers, ensuring the highest level of service is provided.
• Develop and maintain strong customer relationships through personalized service and proactive outreach, assisting with both routine and complex banking needs.
• Provide guidance to customers on financial products and services that best meet their needs.
• Actively identify and promote all bank products and services.
• Ask clients targeted questions to learn about their financial needs and goals.
• Meet and exceed monthly sales and referral goals by engaging with customer to assess needs and recommend suitable banking solutions.
• Proactively seek opportunities to refer customers to other lines of business such as mortgage, wealth, treasury, commercial, etc.
• Open and manage personal and business accounts ensuring the account setup is accurate and compliant with regulatory requirements.
• Assist with account maintenance tasks, such as updating personal information, assisting with transfers, and processing check orders.
• Support customers with online and mobile banking services, ensuring they are comfortable and knowledgeable about digital banking tools.
• Process and assist with customer loan applications, including personal loans and home equity lines of credit.
• Conduct initial loan screenings, gather necessary documentation, and work closely with loan officers or other departments to ensure a smooth loan approval process.
• Educate customers on loan products, eligibility requirements, and loan terms.
• Process transactions with a high degree of accuracy.
• Balance cash drawer and ensure transactions are accurately recorded and processed.
• Ensure compliance with all bank policies, procedures, and regulatory requirements, particularly in relation to financial transactions and customer interactions.
• Monitor and detect any suspicious or potentially fraudulent activity, escalating issues to management and other departments as appropriate.
• Adhere to privacy regulations and ensure customer data is handled securely and confidentially.
• Assist newer staff by providing guidance on bank products, customer service skills, and operational procedures.
• Help foster a collaborative and positive work environment by sharing knowledge and assisting with day-to-day operational needs.
• Assist with daily branch operational tasks, including balancing cash, managing branch supplies, and supporting the opening and closing of the branch.
• Support branch leadership in maintaining branch security and ensuring operational efficiency.

Skills

Customer service

Sales

Operational management

Communication

Banking knowledge

Education

High School diploma

Tools

Microsoft Office

Job description

Busey Bank in Bloomington, IN seeks a Relationship Banker II to blend customer service, sales and branch operations at an advanced level. You will act as a trusted advisor, handling complex transactions and guiding less experienced staff while promoting the bank’s services.

Responsibilities include greeting customers, opening and managing personal and business accounts, guiding loan processes, and cross‑selling a full range of banking products.