Relationship Banker | Bayless

Position Summary

The Relationship Banker role 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 Relationship Banker is also responsible for handling complex banking tasks such as opening new accounts and assisting with account maintenance, ensuring a seamless and comprehensive customer experience.

• Customer Service & Relationship Building
  • Greet and engage customers in a friendly and professional manner, providing exceptional service.
  • Identify customer needs and offer solutions through the bank’s products and services.
  • Develop and maintain strong customer relationships through personalized service and proactive outreach, assisting with both routine and complex banking needs.
  • Resolve customer concerns and issues 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.
  • Refer 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 to ensure accuracy and security of transactions.
  • Maintain confidentiality of customer information and comply with privacy regulations.
  • Monitor for potential fraud or suspicious activity and follow 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, and lift 50 pounds.
• High School diploma required.
• Previous banking and/or sales experience preferred.
• Proficiency with Microsoft Office.
• All Relationship Bankers (if lending) must maintain current registration with the Nationwide Mortgage Licensing System & Registry (NMLS) in compliance with the SAFE Act.

Salary is based on factors including job duties, required qualifications, relevant experience, and local market trends. The role may be eligible for bonus or incentive programs. (Base Pay Range: $18‑$20/hour) Busey provides a competitive Total Rewards package that includes 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company‑paid life insurance, short‑term and long‑term disability, supplemental voluntary life insurance, wellness incentives, and an employee assistance program.

Eligible associates may also take advantage of pre‑tax health savings accounts and flexible spending accounts.

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