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.