Consumer and Business Banking, Senior Relationship Banker, New Dorp Hylan, Staten Island, NY

About the role

The Senior Relationship Banker role at Santander is a pivotal position within the company's ongoing transformation into a technology-driven organization. This role focuses on managing and enhancing client relationships, particularly in attracting and retaining high-value consumer and small business clients. The incumbent is expected to maximize cross-sales opportunities, provide exceptional customer service, and ensure compliance with regulatory requirements.

Responsibilities

• Manage and grow a portfolio of high-value consumer and small business clients.
• Deliver an exceptional customer experience through engagement in the branch, over the phone, and through collaboration with business partners.
• Provide comprehensive support to clients, ensuring their needs are met and issues are resolved efficiently.
• Proactively deepen relationships with new and existing customers through early engagement calls and regular outreach.
• Absorb and communicate customer needs, recommending and delivering needs-based solutions while identifying and introducing key partners as appropriate.
• Collaborate with team members and partners to achieve branch goals and drive overall performance.
• Participate in joint calling with Product partners to generate and deepen relationships with business customers.
• Ensure an elevated customer experience through personalized, seamless, and attentive service, engaging customers through digital platforms and educating them on self-service options.
• Employ critical thinking and problem-solving 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.

Qualifications

• 5+ Years Experience selling products and/or services in an incentive-based environment OR 2+ Years in Financial Services with direct experience acquiring new client relationships and developing existing client relationships OR 12+ Months Demonstrated successful Santander experience related to the essential functions and responsibilities of the Relationship Banker role AND 12+ Months Customer service experience within a high volume, fast-paced and constantly changing environment.
• 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 colleagues and business partners.
• Ability to use critical thinking to solve problems and provide solutions to customer issues.
• Excellent communication, consultative, and influence skills both verbal and written.
• Demonstrated proficiency using the phone to engage with customers.
• 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, which can include weekends and evenings.

What You Bring

• 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.
• Experience: 5+ Years Experience selling products and/or services in an incentive-based environment OR 2+ Years in Financial Services with direct experience acquiring new client relationships and developing existing client relationships OR 12+ Months Demonstrated successful Santander experience related to the essential functions and responsibilities of the Relationship Banker role AND 12+ Months Customer service experience within a high volume, fast-paced and constantly changing environment - Required.
• Skills: 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 colleagues and business partners. Ability to use critical thinking to solve problems and provide solutions to customer issues. Excellent communication, consultative, and influence skills both verbal and written. Demonstrated proficiency using the phone to engage with customers. 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, which can include weekends and evenings.

Benefits

Santander offers a comprehensive benefits package that includes:

• Fair and competitive rewards package reflecting the impact you create and the value you deliver.
• Support for your well-being, now and into the future.
• Risk Culture: Embracing a strong risk culture where all professionals are expected to take a proactive and responsible approach toward risk management.
• EEO Statement: Santander is an equal opportunity employer.