Relationship Banker, Millburn, NJ

About the role

Santander is a global leader in the financial services industry, evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey, and together, we are transforming the customer experience through innovation and bold thinking.

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.
• 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

• 3+ Years Experience selling products and/or services in an incentive-based environment OR 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 OR 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 OR 12+ Months Customer service experience within a high volume, fast paced and constantly changing environment OR Established relationship-building skills with a focus on customer experience and loyalty OR Excellent customer service skills and a passion for helping others OR Proven track record in sales and cross-selling products and services OR Ability to work collaboratively in a team-oriented environment OR Excellent communication, consultative and influence skills both verbal and written OR Ability to display a credible, trustworthy, and professional image at all times OR Proficient in using digital tools and technology to enhance customer engagement OR Ability to follow directions, policies, and procedures OR Ability to identify and escalate concerns of risk to appropriate channels OR Ability to work in a fast-paced environment and manage multiple priorities OR Computer proficiency and basic math skills OR Ability to work branch hours, which can include weekends and evenings.

Skills

• 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

We offer a comprehensive benefits package that includes:

• Competitive base pay ranging from $38,250.00 USD to $61,000.00 USD.
• A strong risk culture and proactive risk management approach.
• Equal opportunity employment.
• Comprehensive benefits package.

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.

Schedule

Depending on location, occasional moving and lifting light equipment and/or furniture may be required.