Relationship Banker, Everett, MA

Relationship Banker

Country:
United States of America

Santander is a global leader and innovator in the financial services industry. We believe our employees are our greatest asset and focus on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing personal growth. Our culture prioritizes continuous learning and development, enabling you to thrive professionally and personally. Here you will have ample opportunities to connect and collaborate with colleagues from around the world, sharing insights and driving innovation together.

As a Relationship Banker you serve as a trusted advisor to customers, focusing on building strong, long‑lasting relationships by understanding their financial needs and goals. This role involves providing tailored solutions for banking, lending and investment products while delivering exceptional customer service. You proactively engage with customers to identify opportunities for cross‑selling services, resolve issues, and educate them on digital banking tools.

You collaborate with other team members to drive branch sales targets and contribute to overall bank success. Your primary goal is to enhance customer satisfaction and loyalty while supporting the bank’s growth objectives.

• Achieve or exceed sales targets by actively promoting and effectively cross‑selling a wide range of banking products and services.
• Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions.
• Prospect for new clients through internal and outbound interactions such as networking, referrals, lead calling, portfolio management, and community outreach.
• Meet the financial needs of customers, including transactional, servicing, and product requirements.
• 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 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.
• Assist branch locations as needed based on business necessity.

• High school diploma, GED or equivalent education; degree in Business Management, Finance or related field – required.
• Bachelor’s Degree in related field or equivalent through experience, training, military service or education – preferred.
• 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 – required.
• 12+ months demonstrated successful Santander experience in essential functions of the Relationship Banker role – required.
• 12+ months customer‑service experience in a high‑volume, fast‑paced environment – required.
• Established relationship‑building skills with a focus on customer experience and loyalty.
• Excellent customer‑service skills and 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, verbal and written.
• Professional image at all times.
• Proficiency in digital tools and technology to enhance customer engagement.
• Ability to follow directions, policies, and procedures.
• Identify and flag risk concerns to appropriate channels.
• Manage multiple priorities in a fast‑paced environment.
• Computer proficiency and basic math skills.
• Available to work branch hours, including weekends and evenings.

• No certifications listed for this job.

• Established work history or equivalent through experience, training, military service or education.
• Experience with Microsoft Office products.

Minimum: $38,250.00 USD |…