Relationship Banker II - Chesterfield
Company: Busey
Location: Chesterfield
Posted on: June 4, 2025
Job Description:
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 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. Duties & Responsibilities Customer Service & Relationship
Management
- Greet 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-Selling
- Actively 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 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 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
- Assist 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 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 & ExperienceKnowledge 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 needsAbility 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-sellingEducation 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.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: $18-$21/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.#BBLP
Keywords: Busey, St. Louis , Relationship Banker II - Chesterfield, Accounting, Auditing , Chesterfield, Missouri
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