Jobs · Finance · Pennsylvania

Relationship Banker, One and Olney Square, Philadelphia, PA

TSB Bank · Philadelphia, PA · Yesterday
Finance$38k/yrFull-time

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 foster customer loyalty.
  • 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.
  • Ensure an elevated customer experience through personalized, seamless, and attentive service.
  • Communicate clearly and effectively with customers in person, over the phone, or through digital channels.
  • Work collaboratively in a team-oriented environment and display a credible, trustworthy, and professional image.
  • Follow directions, policies, and procedures, and identify and escalate concerns of risk to appropriate channels.
  • Manage multiple priorities in a fast-paced environment and work branch hours, including weekends and evenings.

Qualifications

  • Education: High school diploma or GED, Bachelor’s Degree preferred in related field or equivalent demonstrated through a combination of work experience, training, military service, or education.
  • Experience: 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.
  • Additional Qualifications: 12+ months successful Santander experience related to the essential functions and responsibilities of the Relationship Banker role, endorsement of performance by District Executive, District Operations Manager, or Region President, and 12+ months customer service experience within a high volume, fast-paced, and constantly changing environment.

Skills

  • French or Spanish Bilingual (preferred)
  • Excellent customer service skills and a passion for helping others
  • Established relationship-building skills with a focus on customer experience and loyalty
  • Ability to work collaboratively in a team-oriented environment
  • Excellent communication, consultative, and influence skills both verbal and written
  • Proficient in using digital tools and technology to enhance customer engagement

Benefits

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

Pay

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

Schedule

Branch hours, which can include weekends and evenings.

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