Talent.com
Relationship Banker II, Tulsa

Relationship Banker II, Tulsa

Busey BankTulsa, OK, United States
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.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 & Experience

    Knowledge 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 needs
  • Ability 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-selling
  • Education 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 Compensation

    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 : $21-$24 / 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 Opportunity

    Busey 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 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"). 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.

    serp_jobs.job_alerts.create_a_job

    Relationship Banker • Tulsa, OK, United States

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Relationship Banker - Oklahoma North Market - Broken Arrow, OK

    Relationship Banker - Oklahoma North Market - Broken Arrow, OK

    JPMorgan ChaseBroken Arrow, OK, US
    serp_jobs.job_card.full_time
    Relationship Banker In Branch Banking.You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Commercial Relationship Manager III

    Commercial Relationship Manager III

    UMB BankTulsa, OK, United States
    serp_jobs.job_card.full_time
    The team includes relationship managers, treasury management officers and others that provide a suite of products and services that serve companies of this size. The objective of the group is earn t...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Restaurant Delivery - Onboarding / Onboard

    Restaurant Delivery - Onboarding / Onboard

    DoorDashMannford, OK, United States
    serp_jobs.job_card.full_time +1
    DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety o...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Relationship Banker - Tulsa area

    Relationship Banker - Tulsa area

    Bank of AmericaTulsa, OK, US
    serp_jobs.job_card.full_time
    Bank Of America Financial Center Representative.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.Responsible Growth is...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Drive with DoorDash - Onboarding / Onboard

    Drive with DoorDash - Onboarding / Onboard

    DoorDashHominy, OK, United States
    serp_jobs.job_card.full_time +1
    DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety o...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Restaurant Delivery - Flexible Onboarding

    Restaurant Delivery - Flexible Onboarding

    DoorDashMannford, OK, United States
    serp_jobs.job_card.full_time +1
    DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety o...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Mobile Associate - Retail Sales

    Mobile Associate - Retail Sales

    T-Mobile USA, Inc.Claremore, OK, United States
    serp_jobs.job_card.full_time +1
    At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love we give our customers. All team members receive a competitive base salary and compensation pack...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Relationship Banker II | Tulsa

    Relationship Banker II | Tulsa

    BuseyTulsa, OK, US
    serp_jobs.job_card.full_time
    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 rol...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Medical Device Sales – Paid Internship

    Medical Device Sales – Paid Internship

    Medical Sales CollegeMannford, Oklahoma, US
    serp_jobs.job_card.internship
    Description Medical Device Sales - Paid Internship Looking for a rewarding and lucrative career in the medical sales industry? Our paid Internship may be the right path for you! Here are just some ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Sales Representative

    Sales Representative

    BVMOwasso, OK, US
    serp_jobs.job_card.full_time
    Be the exclusive Publisher for your neighborhood, enjoying complete autonomy and schedule flexibility.Be in business for yourself, but not by yourself!. Sell print and digital ad products & solu...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Delivery Driver - Onboarding / Onboard

    Delivery Driver - Onboarding / Onboard

    DoorDashBristow, OK, United States
    serp_jobs.job_card.full_time +1
    DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety o...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Telemedicine Physician

    Telemedicine Physician

    QuickMDMannford, OK, US
    serp_jobs.job_card.full_time
    QuickMD is a leading telemedicine provider, delivering high-quality virtual care across 44 states.Since our founding in 2019, we have helped more than 100,000 patients access essential medical trea...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Restaurant Delivery - Be Your Own Boss

    Restaurant Delivery - Be Your Own Boss

    DoorDashBristow, OK, United States
    serp_jobs.job_card.full_time +1
    DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety o...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Drive with DoorDash - Flexible Onboarding

    Drive with DoorDash - Flexible Onboarding

    DoorDashBristow, OK, United States
    serp_jobs.job_card.full_time +1
    DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety o...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Commercial Relationship Manager III

    Commercial Relationship Manager III

    UMBTulsa, OK, US
    serp_jobs.job_card.full_time
    Commercial Banking Relationship Manager.The Commercial Banking team actively calls on businesses that typically have annual revenue between $50MM and $500MM. The team includes relationship managers,...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    PRN Psych LPN Job in Sapulpa, Oklahoma

    PRN Psych LPN Job in Sapulpa, Oklahoma

    Gifted HealthcareMannford, OK, US
    serp_jobs.job_card.full_time
    Licensed Practical Nurses (LPN) plan and manage patient care specific to each patient.The LPN acts as the eyes and ears of Registered Nurses and Physicians and performs ongoing and accurate assessm...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Travel Nurse RN - Med / Surg in Cleveland, OK

    Travel Nurse RN - Med / Surg in Cleveland, OK

    TravelNurseSourceCleveland, OK, US
    serp_jobs.job_card.full_time
    TravelNurseSource is working with Gifted Healthcare to find a qualified Med / Surg RN in Cleveland, Oklahoma, 74020!.The Gifted Healthcare Experience . Gifted Healthcare is an award-winning travel nur...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Relationship Banker I

    Relationship Banker I

    First United BankTulsa, OK, US
    serp_jobs.job_card.full_time
    We have a great team of friendly, talented and inspiring people at First United.As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their p...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30