Jobs · Finance · Pennsylvania

Relationship Banker, One and Olney Square, Philadelphia, PA

Santander · Philadelphia, PA · 2 days ago
Finance$38k/yrFull-time

About the role

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.

Responsibilities

  • Serve as a trusted advisor to customers, identifying opportunities for cross-selling services, resolving issues, and educating them on digital banking tools.
  • Proactively engage with customers to develop and maintain strong relationships, ensuring an elevated customer experience.
  • 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.
  • Ensure compliance with all regulatory requirements and internal policies related to risk and fraud defense.
  • Communicate clearly and effectively with customers in person, over the phone, or through digital channels.
  • Manage multiple priorities and work in a fast-paced environment.

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.
  • 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.
  • Computer proficiency and basic math skills.

Skills

  • French or Spanish Bilingual (Preferred)
  • 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

Benefits

  • Competitive rewards package
  • Comprehensive benefits package
  • Strong risk culture and proactive risk management approach

Pay

Base pay range: $38,250.00 USD - $61,000.00 USD

Schedule

Branch hours, which can include weekends and evenings.

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