Relationship Banker, Causeway Street, MA

Overview

Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what’s possible.

• Achieve or exceed sales targets by actively promoting and effectively cross selling various banking products and services to existing and prospective customers.
• Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions.
• Proactively prospect for new clients through internal and outbound interactions such as networking, referrals, lead calling, portfolio management and community engagement.
• Responsible for meeting the financial needs of the customer to include transactional, servicing, and product.
• Ensure an elevated customer experience, delivering personalized, seamless, and attentive service.
• Foster customer loyalty by addressing concerns and providing timely resolutions.
• Engage customers through digital platforms to enhance customer interactions and educate them on self-service options.
• Communicate clearly and effectively with customers in person, over the phone, or through digital channels.
• Ensure compliance with all regulatory requirements and internal policies related to risk and fraud defense.
• Collaborate with team members and partners to achieve branch goals and drive overall performance.
• Responsibilities may extend to supporting nearby branch locations based on business necessity.

Education:

• High school diploma, or GED
  - Required
• Bachelor’s Degree in a related field or equivalent demonstrated through a combination of work experience, training, military service, or education
  - Preferred

Qualifications:

• 3+ Years Experience selling products and/or services in an incentive-based environment
  - Required.
• 12+ Months Experience in Retail Banking sales, financial services sales or consultative relationship sales role in a related industry, with proven success in establishing new customers, deepening customer relationships and delivering results
  - Required.
• 12+ Months Demonstrated successful Santander experience related to the essential functions and responsibilities of the Relationship Banker role. District Executive, District Operations Manager and Region President endorsement of performance
  - Required.
• 12+ Months Customer service experience within a high volume, fast paced and constantly changing environment
  - Required.
• Established relationship-building skills with a focus on customer experience and loyalty.
• Excellent customer service skills and a passion for helping others.
• Proven track record in sales and cross-selling products and services.
• Ability to work collaboratively in a team-oriented environment.
• Excellent communication, consultative and influence skills both verbal and written.
• Ability to display a credible, trustworthy, and professional image at all times.
• Proficient in using digital tools and technology to enhance customer engagement.
• Ability to follow directions, policies, and procedures.
• Ability to identify and elevate concerns of risk to appropriate channels.
• Ability to work in a fast-paced environment and manage multiple priorities.
• Computer proficiency and basic math skills.
• Ability to work branch hours, which can include weekends and evenings.

It Would Be Nice For You To Have:

• Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
• Preferred experience in Microsoft Office products.

Work Authorization & Sponsorship:

Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment.

Your contribution matters and it’s recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the…