Relationship Banker II | Tuscon

Position Summary

The Relationship Banker II combines expertise in customer service, sales, and operational management at an elevated skill level within the banking team. The role emphasizes providing comprehensive financial services to customers and handling more complex transactions.

Duties & Responsibilities

• Customer Service & Relationship Management

• Greet and engage customers in a friendly and professional manner, building lasting relationships.
• 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-Selling

• Identify and promote all bank products and services.
• Engage with customers to assess their financial needs and goals, and recommend suitable banking solutions.
• Seek opportunities to refer customers to other lines of business such as mortgage, wealth, treasury, commercial, etc.

• Account Management and Support

• Open and manage personal and business accounts, ensuring accuracy and compliance 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 officers or other departments to ensure a smooth loan approval process.
• Educate customers on loan products, eligibility requirements, and loan terms.

• Transactions & Cash Handling

• Process transactions with a high degree of accuracy.
• 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

• Aid newer staff by providing guidance on bank products, customer service skills, and operational procedures.
• Foster a collaborative and positive work environment by sharing knowledge and assisting with day-to-day operational needs.

• 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

• 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
• Ability to explain products and services to current and potential customers

• Ability

• To handle duties and make decisions under frequent time pressures
• To stand for extended periods of time
• To lift 50 pounds

• Education

• 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

• Training

• Pursuant to the SAFE Act, all Relationship Bankers (if lending) are required to maintain current registration with NMLS.
• If such registration is not active as of the hire date, the Relationship Banker must immediately attain active registration upon employment.
• Requires knowledge of Microsoft Office.

Benefits & Compensation

• Salary

• Salary offered is based on factors including job duties, required qualifications, and relevant experience, and local market trends.

• Compensation

• The role may be eligible for bonus or incentives based on company and individual performance.
• (Base Pay Range: $25.00-$28.00/hour)

• Benefits

• Busey provides a competitive Total Rewards package in return for your time, talents, efforts, and ultimately, results.
• The package includes:
• 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
• Employee assistance program

• 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/Vets.

• Unsolicited Resumes

• Busey 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”).
• 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.