Relationship Banker, Revere, MA

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, resolving issues, and educating them on digital banking tools.
• Proactively engage with customers to develop and maintain strong relationships, ensuring their financial needs are met and fostering 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 to existing and prospective customers.
• Ensure an elevated customer experience through personalized, seamless, and attentive service, engaging customers through digital platforms and addressing concerns promptly.
• Comply with all regulatory requirements and internal policies related to risk and fraud defense.
• Work collaboratively in a team-oriented environment, communicating clearly and effectively with customers in person, over the phone, or through digital channels.
• Manage multiple priorities in a fast-paced environment, working branch hours which can include weekends and evenings.

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.
• Able to display a credible, trustworthy, and professional image at all times.
• Proficient in using digital tools and technology to enhance customer engagement.
• Able to follow directions, policies, and procedures.
• Able to identify and escalate concerns of risk to appropriate channels.
• Computer proficiency and basic math skills.

Skills

• Customer Service
• Relationship Management
• Product Sales
• Technology Proficiency
• Risk Management
• Team Collaboration

Benefits

Details about benefits are available in the provided document: Santander OnGoing/NH eGuide (foleon.com).

Pay

Base Pay Range: $38,250.00 USD - $61,000.00 USD

Schedule

Branch Hours, which can include weekends and evenings.