Relationship Banker, Westboro, MA
Listed on 2026-01-12
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Finance & Banking
Banking & Finance, Financial Sales -
Sales
Banking & Finance, Financial Sales
Relationship Banker, Westboro, MA
Santander Bank, N.A.
Country:
United States of America
Santander is a global leader and innovator in the financial services industry. We believe that 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.
Responsibilities- Achieve or exceed sales targets by promoting and effectively cross‑selling various banking products and services to existing and prospective customers.
- Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions.
- Proactively prospect for new clients through internal and outbound interactions such as networking, referrals, lead calling, portfolio management, and community engagement.
- 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.
- Support nearby branch locations as needed based on business necessity.
- High school diploma, GED or equivalent education;
Business Management, Finance, or related field – Required. - Bachelor’s Degree in a related field or equivalent through work 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 Santander experience related to the essential functions and responsibilities of the Relationship Banker role, with endorsements from District Executive, District Operations Manager, and Region President – Required.
- 12+ Months customer service experience within a high‑volume, fast‑paced, and constantly changing environment – Required.
- Established relationship‑building skills with a focus on customer experience and loyalty.
- Excellent customer service skills and a 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 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 escalate concerns of risk to appropriate channels.
- Ability to work in a fast‑paced environment and manage multiple priorities.
- Computer proficiency and basic math skills.
- Ability to work branch hours, including weekends and evenings.
- Established work history or equivalent through work experience, training, military service, or education.
- Experience in Microsoft Office products.
Minimum: $38,250.00 USD
Maximum: $59,000.00 USD
Learn more about Santander Benefits in our 2025 Santander OnGoing/NH eGuide
.
We embrace a strong risk culture and expect all professionals at all levels to take a proactive and responsible approach toward risk management.
EEO StatementAt Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
Working ConditionsFreque…
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