At a Glance
- Tasks: Provide exceptional customer service and assist with banking transactions.
- Company: Join a diverse and inclusive bank focused on building strong customer relationships.
- Benefits: Competitive pay, 401(k) match, paid time off, and wellness incentives.
- Other info: Great opportunity for career growth in a supportive environment.
- Why this job: Make a real impact by helping customers with their financial needs.
- Qualifications: Strong sales skills and previous banking or customer service experience required.
The predicted salary is between 20 - 20 £ per hour.
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.
Duties & Responsibilities
- 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.
- 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, 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 to ensure accuracy and security of transactions.
- 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.
Education & Experience
- 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.
- Education and Training: Requires a High School diploma. Requires previous banking and/or sales experience.
- 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 & Compensation
Salary offered is based on factors, including but not limited to the job duties, required qualifications, and relevant experience, and local market trends. (Base Pay Range: $18.25-$20.00/hour) Busey’s Total Rewards include 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. Eligible associates may take advantage of 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/Vets. Visit Busey.com/Careers to learn more about Busey’s Equal Opportunity Employment.
Relationship Banker | Swansea employer: Busey Bank
Busey is an exceptional employer that prioritises employee growth and development, offering a comprehensive benefits package including 401(k) matching, profit sharing, and wellness incentives. With a strong commitment to diversity and inclusion, Busey fosters a supportive work culture in Swansea where Relationship Bankers can thrive through personalized customer interactions and professional advancement opportunities.
StudySmarter Expert Advice🤫
We think this is how you could land Relationship Banker | Swansea
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Busey Bank. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Relationship Banker | Swansea
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Busey Bank.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Busey Bank's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Busey Bank
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Busey Bank.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Busey Bank will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Busey Bank employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
