Jobs · Finance · New York

Relationship Banker, Huguenot, Staten Island, NY

Santander US · Staten Island, NY · 1 wk ago
Finance$38k/yrFull-time

About the role

Santander is a global leader and innovator in the financial services industry, evolving from a high-impact brand into a technology-driven organization. As a Relationship Banker, you serve 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. You will proactively engage with customers to identify opportunities for cross-selling services, resolving issues, and educating them on digital banking tools. Collaboration with team members to drive branch sales targets and contribute to the bank’s growth objectives is key.

Responsibilities

  • Achieve or exceed sales targets by actively promoting and 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.
  • Deliver an elevated customer experience with 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 based on business necessity.

Requirements

  • 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).
  • 3+ years of experience selling products and/or services in an incentive-based environment (Required). OR
  • 12+ months of 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 (Required). OR
  • 12+ months of demonstrated successful Santander experience related to the essential functions and responsibilities of the Relationship Banker role, with District Executive, District Operations Manager, or Region President endorsement of performance (Required).
  • 12+ months of 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, which can include weekends and evenings.

Preferred Qualifications

  • Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
  • Preferred experience in Microsoft Office products.

Work Authorization & Sponsorship

Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment.

Pay

The base pay range for this position is $38,250.00 USD to $61,000.00 USD annually. 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, certifications, and location.

Benefits

Santander offers a competitive rewards package designed to support you, your family, and your well-being, now and into the future. For more details, visit Santander Benefits - 2026 Santander OnGoing/NH eGuide.

Working Conditions

  • Frequent minimal physical effort such as sitting, standing, and walking is required.
  • Depending on location, occasional moving and lifting of light equipment and/or furniture may be required.

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