Relationship Banker | Mt. Zion

Position Summary

The Relationship Banker combines the duties of a teller with those of a relationship banker, offering personalized customer service, conducting financial transactions, and cross‑selling products and services. The role includes handling complex banking tasks such as opening new accounts, assisting with account maintenance, and ensuring a seamless, comprehensive customer experience.

• Customer Service & Relationship Building Greet and engage customers in a friendly and professional manner, providing exceptional service to build lasting relationships. Identify customer needs and offer solutions through the bank’s products and services. Resolve customer concerns promptly, ensuring a positive experience.
• Sales & Referrals Promote and cross‑sell bank products. Assist customers in understanding various product offerings and provide tailored financial advice, referring customers to other lines of business as appropriate.
• Account Management Open and manage a variety of accounts. Assist with account maintenance tasks such as updating account information, processing stop payments and handling transfers. Provide assistance with and support for online banking services and digital banking tools.
• Loan & Credit Processing Refer clients with credit needs to the appropriate banker or line of business.
• Transactions & Cash Handling Process transactions with a high degree of accuracy. Balance cash drawer and ensure all transactions are correctly recorded at the end of each shift.
• Compliance & Risk Management Adhere to all bank policies, procedures, and regulatory requirements. Maintain confidentiality of customer information and ensure compliance with privacy regulations. Monitor for potential fraud or suspicious activity, following bank procedures to address issues.
• Operational Support Assist with branch operations and administrative tasks, including scanning, filing, organizing records, and maintaining operational reports. Support branch leadership with daily operations, including opening/closing procedures and ensuring compliance with security standards.

Knowledge of:

• Strong sales and customer service skills
• Strong oral and written communication skills
• Basic math and accounting functions

Ability to:

• Accurately count money
• Perform duties and make decisions under frequent time pressures
• Stand for extended periods of time
• Lift 50 pounds

Requires a High School diploma. Requires previous banking and/or sales experience. Requires knowledge of Microsoft Office. 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.

Salary 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: $18.00-$21.00/hour)

• 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
• Pre‑tax health savings accounts and flexible spending accounts

Busey is an Equal Opportunity Employer including Disability/Vets. Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent.