Senior Relationship Banker | Windsor

Busey Bank; Windsor, Champaign (CT, IL); On-site; USD 30,000 - 36,000; 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

Long-term disability

Supplemental voluntary life insurance

Short-term and long-term disability

Wellness incentives

Employee assistance program

Job summary

The Senior Relationship Banker at Busey Bank is an advanced, highly skilled role blending customer service, sales, and operations. This position handles complex transactions, provides leadership within the branch, and drives sales and service excellence.

It also involves mentoring junior staff, ensuring compliance, and building long-term relationships with high-net-worth clients and business customers through tailored financial solutions and proactive cross-selling.

Qualifications

• 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

• 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.
• 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.
• 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 offers or other departments to ensure a smooth loan approval process.
• Educate customers on loan products, eligibility requirements, and loan terms.
• Assist, as needed, with processing transactions.
• 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.
• 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.
• 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

Sales

Customer service

Communication

Math

Lending knowledge

Education

High School diploma

NMLS registration

Tools

Microsoft Office

Job description

Position Summary

The Senior Relationship Banker is an advanced, highly skilled role within the banking team, combining expertise in customer services, sales, and operational management. This role requires extensive knowledge of banking products, services, and customer relationship management. A Relationship Banker III is expected to handle the most complex transactions, provide leadership assistance within the branch, and drive sales and operational excellence. This position also involves mentoring and training new associates, contributing to branch performance and ensuring adherence to compliance and operational standards.

Duties & Responsibilities

• 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.
• 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.
• 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 offers or other departments to ensure a smooth loan approval process.
• Educate customers on loan products, eligibility requirements, and loan terms.
• Assist, as needed, with processing transactions.
• 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.
• 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.
• 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

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

Education and Training:

Requires a High School diploma.
2 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.

Requires knowledge of Microsoft Office.

Compensation and Benefits

(Base Pay Range: $22.00-$26.00/hr)

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.

• 401(k) match
• Profit sharing
• Employee stock purchase plan
• Paid time off
• Medical
• Dental
• Vision
• Company-paid life insurance
• Long-term disability
• Supplemental voluntary life insurance
• Short-term and long-term disability
• Wellness incentives
• An employee assistance program

In addition, eligible associates may take advantage of pre-tax health savings accounts and 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 extraordinary excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey’s Equal Opportunity Employment.

Employment Opportunities

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!

Company Culture

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.