Sales & Service Banker, Westwood, MA
Listed on 2026-07-19
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Sales
Banking & Finance, Financial Sales -
Finance & Banking
Banking & Finance, Financial Sales
Role Overview
Santander, a global leader and innovator in financial services, is evolving into a technology-driven organization. This role offers professionals the opportunity to grow, learn, and make a real difference by building strong, long‑lasting relationships with customers and providing tailored banking, lending, and investment solutions.
Responsibilities- Meet the financial needs of customers, including transactional, servicing, and product requirements.
- Identify opportunities to grow banking relationships through branch activities such as calls, transactions, account support, portfolio management, and partner referrals.
- Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions.
- Collaborate with team members and partners to achieve branch goals and drive overall performance.
- Deliver an elevated customer experience with personalized, seamless, and attentive service.
- Foster customer loyalty by addressing concerns and providing timely resolutions.
- Engage customers with 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.
- Perform teller transactions, including deposits, withdrawals, and transfers, while ensuring accuracy and efficiency.
- Handle cash and maintain accurate cash drawer balances.
- Assist with custodianship, audits, and other operational tasks.
- Ensure compliance with all regulatory requirements and internal policies related to risk and fraud defense.
- Time allocated to each core responsibility may vary depending on branch needs.
- Responsibilities may extend to supporting nearby branch locations based on business necessity.
- 12+ months’ experience selling products and/or services.
- 6+ months’ experience in retail banking sales, financial services sales, or consultative relationship sales with proven success in establishing new customers and delivering results.
- 6+ months’ demonstrated successful Santander experience related to the essential functions of the Sales and Service Banker role.
- 6+ months’ customer service experience within a high‑volume, fast‑paced, and constantly changing environment.
- 6+ months’ cash‑handling experience.
- Established relationship‑building skills focused on customer experience and loyalty.
- Excellent customer service skills and a passion for helping others.
- Ability to learn and apply sales techniques to recommend products and services that meet customer needs.
- Experience in 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.
- Understands the necessity and value of accuracy and attention to detail.
- 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.
- High school diploma, GED, or equivalent – Required.
- Bachelor’s Degree in a related field or equivalent experience – Preferred.
- No certifications listed for this job.
- Established work history or equivalent experience.
- Experience with Microsoft Office products.
Applicants must be legally authorized to work in the United States on a full‑time basis without requiring employer sponsorship.
CompensationBase Pay Range: $34,500.00 – $53,000.00 USD per year.
BenefitsYour contribution matters and is recognized through a fair and competitive rewards package that reflects the impact you create. Benefits are designed to support you, your family, and your well‑being now and into the future.
Risk CultureWe embrace a strong risk culture and expect all professionals at all levels to take a proactive and responsible approach to risk…
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