Consumer and Business Banking Senior Relationship Banker, Square, Cambridge, MA

Consumer and Business Banking Senior Relationship Banker, Central Square, Cambridge, MA

Country:
United States of America

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. This is more than a strategic shift. It’s a chance for driven professionals to grow, learn, and make a real difference.

If you are interested in exploring the possibilities We Want to Talk to You!

As a Senior Relationship Banker, you are responsible for managing and enhancing client relationships, focusing on attracting and retaining new clients while strengthening existing ones. You directly manage and grow a client portfolio of high value consumer and small business clients. This role involves maximizing cross-sales opportunities through effective customer profiling, with the ultimate goal of cultivating interest in various consumer and business banking products.

You deliver an exceptional customer experience through engagement of customers in the branch, over the phone, and through collaboration with business partners. The Senior Relationship Banker provides comprehensive support to clients, ensuring their needs are met and issues are resolved efficiently.

• Independently manage a portfolio comprised of both high value consumer clients and small business customers.
• Proactively deepen relationships with new and existing customers by maintaining contact through early engagement calls and regular outreach to portfolio customers.
• Be the expert on Santander products and services and be able to articulate the benefits that will help customers based on their need.
• Assess customer needs by being genuinely curious, asking questions, and identifying opportunities to help achieve their financial goals today and in the future.
• Recommend and deliver needs-based solutions while also identifying and introducing key partners as appropriate.
• Collaborate with team members and partners to achieve branch goals and drive overall performance.
• Participates in joint calling with Product partners to generate and deepen relationships with business customers.
• Ensure an elevated customer experience, delivering personalized, seamless, and attentive service.
• Engage customers through digital platforms to enhance customer interactions and educate them on self-service options.
• Employ critical thinking and problem resolution skills to address client inquiries and challenges effectively.
• 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.
• Responsibilities may extend to supporting nearby branch locations based on business necessity.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• High school diploma, GED or equivalent education::
  Business Management, Finance, or equivalent field - Required.
• Bachelor’s Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Preferred.
• 5+ Years Experience selling products and/or services in an incentive-based environment - Required. (OR)
• 2+ Years in Financial Services with direct experience acquiring new client relationships and developing existing client relationships - Required. (OR)
• 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. (AND)
• 12+ Months Customer service experience within a high…