Relationship Banker, Fischer Boulevard, Toms River, NJ

About the role

The Role: A Relationship Banker at Santander serves as a trusted advisor to customers, focusing on 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.

Responsibilities

• Serve as a trusted advisor to customers, identifying opportunities for cross-selling services and resolving issues.
• Proactively engage with customers to educate them on digital banking tools and enhance their customer experience.
• Collaborate with other team members to drive branch sales targets and contribute to the overall success of the bank.
• Meet 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.
• 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.
• Communicate clearly and effectively with customers in person, over the phone, or through digital channels.
• Comply 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
• Able to work collaboratively in a team-oriented environment
• Able to communicate clearly and effectively with customers in person, over the phone, or through digital channels
• Able to display a credible, trustworthy, and professional image at all times
• Proficient in using digital tools and technology to enhance customer engagement
• Able to follow directions, policies, and procedures
• Able to identify and escalate concerns of risk to appropriate channels
• Able to work in a fast-paced environment and manage multiple priorities
• Computer proficiency and basic math skills
• Able to work branch hours, which can include weekends and evenings

Skills

• Strong interpersonal and communication skills
• Ability to build and maintain strong client relationships
• Knowledge of banking products and services
• Ability to work in a fast-paced environment
• Proficiency in digital tools and technology

Benefits

• Competitive compensation package
• Comprehensive health and wellness programs
• Flexible work arrangements
• Professional development opportunities
• Employee resource groups
• Community involvement initiatives

Pay

$38,250.00 USD to $61,000.00 USD annually.

Schedule

Branch hours, which can include weekends and evenings.