Consumer & Business Banking, Sr. Relationship Banker, Taunton, MA

It Starts Here:
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.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• Education:
  
  High school diploma or GED:
  
  - Required
• Bachelor’s Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education
  
  - Preferred Qualifications:
  
  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 volume, fast paced and constantly changing environment
  - Required.
• Motivated to help people achieve financial goals.
• Strong financial acumen with a general knowledge of consumer and small business products, and lending.
• Proven track record in sales and cross-selling products and services.
• Proven ability to manage a portfolio of clients effectively.
• Proven relationship-building skills and a customer-centric approach.
• Ability to work effectively in a team environment, building strong relationships with…