Senior Relationship Banker | Mt. Zion

Position Summary 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. Responsibilities 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 customers 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 loan applications, including personal loans and home equity lines of credit, ensuring accurate documentation and coordination with other departments. Educate customers on loan products, eligibility requirements, and loan terms. Transactions & Cash Handling Assist with processing transactions and balance cash drawer, ensuring accurate recording and processing. Compliance & Risk Management Ensure compliance with all bank policies, procedures, and regulatory requirements. Monitor and detect suspicious or potentially fraudulent activity and take appropriate action. Adhere to privacy regulations and manage customer data securely. 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. Lead by example demonstrating a strong understanding of the bank’s products and services. Branch Operations & Administrative Support Assist with daily branch operational tasks, including balancing cash, managing branch supplies, and supporting 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 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 Experience 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. Requires knowledge of Microsoft Office. Legal Requirements Under the SAFE Act, all Relationship Bankers (if lending) must maintain current registration with the Nationwide Mortgage Licensing System & Registry (NMLS). If registration is not active at hire date, the Relationship Banker must immediately attain active registration. Failure to maintain active registration will result in inability to lend and may lead to disciplinary action, up to and including termination of employment. Benefits and Compensation Salary is based on factors including duties, qualifications, and local market trends. Base pay range: $22.25–$26.00 per hour. The role may be eligible for bonus or incentives based on company and individual performance. Busey provides a competitive Total Rewards package including 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, 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. Busey is an Equal Opportunity Employer, including Disability and Veterans. Busey’s commitment to delivering service excellence applies to all employees. #J-18808-Ljbffr