Relationship Banker II Float | Joliet & Burr Ridge Market

Position SummaryThe Relationship Banker II (Floater) combines expertise in customer service, sales, and operational management at an elevated skill level within the banking team. The Relationship Banker II is an advanced role within the banking industry, combining the responsibilities of a teller and a personal banker, with an emphasis on providing comprehensive financial services to customers. This role requires deeper knowledge and expertise in banking products, customer service, and operational processes. The Relationship Banker II is expected to handle more complex transactions and provide guidance to less experienced staff, while continuing to build customer relationships and promote the bank’s services. This role travels between branch locations as needed to support operational coverage.Duties & ResponsibilitiesFluency in Spanish is required.Customer Service & Relationship ManagementTravel between locations as needed throughout your day in the designated MarketGreet 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.Sales & Cross-SellingActively 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.Account Management and SupportOpen 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 ProcessingProcess 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.Transactions & Cash HandlingProcess transactions with a high degree of accuracy.Balance cash drawer and ensure transactions are accurately recorded and processed.Compliance & Risk ManagementEnsure 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 MentorshipAssist 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.Branch Operations & Administrative SupportAssist 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.Travel between the local branches.Education & ExperienceKnowledge of:Strong sales and customer service skillsStrong oral and written communication skillsBasic math and accounting functionsThe basic tenets of lending and assessing a customer’s financial needsAbility to:Accurately count moneyPerform duties and make decisions under frequent time pressuresStand for extended periods of timeLift 50 poundsExplain products and services to current and potential customersIn concert with Banking Center leadership and other LOB, participate in cross-sellingDemonstrate flexibility by traveling between branch locations to support staffing and operational needsEducation and Training:Requires a High School diploma.2 years of banking experience with lending responsibilities required1 year of previous training and/or combination of mentorship, military or management experience requiredPursuant 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 CompensationSalary 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: $21.25-$24.00/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 OpportunityBusey 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 ResumesBusey 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. #J-18808-Ljbffr Busey-Bank-2