Relationship Banker, Lexington Ave, NY

About the Role

As a Relationship Banker at Santander, 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, resolve issues, and educate them on digital banking tools. Collaborating with team members, you’ll drive branch sales targets and contribute to the bank’s overall success. Your primary goal is to enhance customer satisfaction and loyalty while supporting Santander’s growth objectives.

Responsibilities

• 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 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 based on business necessity.

Qualifications

• High school diploma or GED – Required.
• Bachelor’s Degree in a related field or equivalent demonstrated through work experience, training, military service, or education – Preferred.

Experience

• 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 with proven success in establishing new customers, deepening 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, and Region President endorsement of performance – Required.
• 12+ Months of customer service experience within a high-volume, fast-paced, and constantly changing environment – Required.

Skills

• 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.
• Proficiency 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.
• Flexibility to work branch hours, including weekends and evenings.

Preferred Qualifications

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

Work Authorization

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. The exact compensation may vary based on skills, experience, training, licensure, certifications, and location.