Sales and Service Banker, Wayne, PA
Listed on 2026-05-19
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Finance & Banking
Banking & Finance -
Sales
Banking & Finance
Santander is a global leader and innovator in the financial services industry, evolving into a technology-driven organization. Our people are at the heart of this journey, driving a customer‑centric transformation that values bold thinking, innovation, and the courage to challenge what’s possible.
Sales and Service Banker RoleThe Sales and Service Banker serves as a trusted advisor to customers, 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, minimizing risk, and defending against fraud.
- Responsible for meeting the financial needs of the customer, including transactional, servicing, and product.
- Identify opportunities to grow banking relationships through branch activities, including 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.
- Ensure an elevated customer experience, delivering 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 the branch needs.
- 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, GED, or equivalent work experience – Required.
- Bachelor’s Degree in a related field or equivalent demonstrated through a combination of work experience, training, military service, or education – Preferred.
- 12+ months experience selling products and/or services – Required.
- 6+ months experience in retail banking sales, financial services sales, or consultative relationship sales role with proven success – Required.
- 6+ months demonstrated successful Santander experience related to the essential functions – Required.
- 6+ months customer service experience within a high‑volume, fast‑paced, constantly changing environment – Required.
- 6+ months cash handling experience – Required.
- 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 escalation 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.
- No certifications listed for this job.
- Established work history or equivalent…
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