Jobs · Finance · New Jersey

Relationship Banker, Boonton, NJ

Santander US · Boonton, NJ · 3 wk ago
Finance$38k/yrFull-time

About the role

Santander is a global leader in the financial services industry, transforming from a high-impact brand into a technology-driven organization. Our people are central to this evolution, fostering a customer-centric transformation that values innovation, bold thinking, and the courage to challenge what's possible. This role offers a unique opportunity for driven professionals to grow, learn, and make a real difference.

Responsibilities

  • Serve as a trusted advisor to customers, focusing on building strong, long-lasting relationships by understanding their financial needs and goals.
  • Provide tailored solutions for banking, lending, and investment products while delivering exceptional customer service.
  • Proactively engage with customers to identify opportunities for cross-selling services, resolve issues, and educate them on digital banking tools.
  • Collaborate with other team members to drive branch sales targets and contribute to the overall success of the bank.
  • Enhance customer satisfaction and loyalty while supporting the bank's growth objectives.
  • Achieve or exceed sales targets by actively 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.
  • Ensure the financial needs of the customer are met, including transactional, servicing, and product needs.
  • 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 customer 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.

Qualifications

  • High school diploma or GED
  • Bachelor’s Degree in related field or equivalent demonstrated through a combination of work experience, training, military service, or education
  • 3+ Years Experience selling products and/or services in an incentive-based environment
  • 12+ Months Experience in Retail Banking sales, financial services sales or consultative relationship sales role in a related industry, with proven success in establishing new customers, deepening customer relationships, and delivering results
  • 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
  • 12+ Months Customer service experience within a high volume, fast paced and constantly changing environment
  • 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, which can include weekends and evenings

Skills

  • Customer service skills
  • Communication skills
  • Consultative skills
  • Collaboration skills
  • Technology proficiency
  • Risk management awareness

Benefits

We offer a comprehensive benefits package that supports you, your family, and your well-being, now and into the future. Learn more about our benefits in the Santander OnGoing/NH eGuide.

Pay

The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.

Minimum Base Pay Range: $38,250.00 USD
Maximum $61,000.00 USD

Schedule

Depending on location, this role may require working branch hours, which can include weekends and evenings.

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