Senior Relationship Banker - Sales Advisor | Kirby

Busey; Champaign (IL); On-site; USD 34,000 - 41,000; 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

Job summary

Busey is seeking a Senior Relationship Banker, Retail Sales Advisor in Champaign, IL. The role emphasizes sales training, deep knowledge of banking products, and leadership to drive branch performance while ensuring compliance and operational standards.

The position focuses on coaching frontline staff, handling complex transactions, and delivering tailored financial solutions to high-net-worth clients. Cross-selling and collaboration with multiple lines of business are key priorities.

Qualifications

• Strong sales and customer service skills.
• Oral and written communication skills.
• Basic math and accounting functions.
• Understanding lending basics and assessing customer needs.
• Proficiency with Microsoft Office.

Responsibilities

• Coordinate and deliver sales training to front line associates during onboarding.
• Handle complex sales scenarios and client interactions with professionalism.
• Ensure compliant sales practices and consistent CRM usage by staff.
• Identify sales process bottlenecks and propose improvements.
• Provide exceptional service to high-net-worth individuals and business customers.

Skills

Strong sales skills

Customer service

Communication skills

Lending basics

Microsoft Office

Education

High School diploma

5 years banking experience with lending

Training / mentorship experience

NMLS registration

Tools

CRM usage

Job description

Duties & Responsibilities

Position Summary

The Senior Relationship Banker, Retail Sales Advisor is a sales trainer and expert in the sales process within their region. The Advisor role requires extensive knowledge of banking products, services, and customer relationship management and is expected to handle the most complex transactions, provide leadership assistance within the branch, and drive sales and operational excellence. This position contributes to branch performance and ensuring adherence to compliance and operational standards.

Duties & Responsibilities

Sales Advisor

• Coordinate and deliver sales training to front line associates during onboarding.
• Serve as a subject matter expert on handling complex sales scenarios, client interactions, and navigating objections.
• Ensure sales practices are administered consistently and in accordance with sales training.
• Manage the effective usage of CRM tool by frontline associates within region.
• Identify bottlenecks in the sales process and recommend improvement for enhanced sales performance.

Customer Service & Relationship Management

• Provide exceptional, high-level customer service, addressing complex inquiries, complaints, and concerns with professionalism and efficiency.
• Serve as the primary point of contact for high-net-worth individuals or business customers, offering tailored financial solutions.
• Build and maintain strong, long-term customer relationships by identifying needs and recommending appropriate banking products and services.

Sales & Cross-Selling

• Identify opportunities to enhance customer portfolios by cross-selling additional products or services based on financial need.
• Meet and exceed monthly sales and referral goals by engaging with customer to assess needs and recommend suitable banking solutions.
• Lead efforts to develop new growth opportunities and improve branch performance through community engagement, marketing initiatives, and referrals to lines of business.

Account Management and Support

• 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.

Loan & Credit Processing

• 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 offers or other departments to ensure a smooth loan approval process.
• Educate customers on loan products, eligibility requirements, and loan terms.

Transactions & Cash Handling

• Assist, as needed, with processing transactions.
• Balance cash drawer and ensure transactions are accurately recorded and processed.

Compliance & Risk Management

• 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.

Team Support and Mentorship

• Mentor and develop junior Relationship Banker I and II staff, providing training on banking procedures, compliance, and customer service excellence.
• Offer guidance and coaching to enhance the performance of branch staff, ensuring that all team members meet or exceed operational, sales, and customer service standards.
• Lead by example in demonstrating a strong understanding of the bank’s products and services, helping to drive a positive and productive work environment.

Branch Operations & Administrative Support

• 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.

Education & Experience

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
• Microsoft Office

Ability To

• Accurately count money
• Perform duties and make decisions under frequent time pressures
• Stand for extended periods of time
• Lift 50 pounds
• Explain products and services to current and potential customers
• In concert with Banking Center leadership and other LOB, participate in cross-selling

Education And Training

• Requires a High School diploma.
• 5 years of banking experience with lending responsibilities required
• 1 year of previous training and/or combination of mentorship, military or management experience required
• 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.
• Sales training experience or relevant coursework preferred

Ompensation And Benefits

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: $24.50-$30.00/hr)

Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. 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 extraordinary excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey’s Equal Opportunity Employment.