Jobs · Rhode Island

Relationship Banker, Warwick, RI

Santander US · Warwick, RI · 1 wk ago
$38k/yrFull-time

Santander is a global leader and innovator 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, driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what’s possible.

About the role

As a Relationship Banker, 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. You will proactively engage with customers to identify opportunities for cross-selling services, resolving issues, and educating them on digital banking tools. Collaboration with team members to drive branch sales targets and contribute to the bank’s overall success is key. Your primary goal is to enhance customer satisfaction and loyalty while supporting the bank’s growth objectives.

Responsibilities

  • Achieve or exceed sales targets by actively promoting and 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.
  • Meet the financial needs of customers, including transactional, servicing, and product requirements.
  • Ensure an elevated customer experience by delivering personalized, seamless, and attentive service.
  • Foster customer loyalty by addressing concerns and providing timely resolutions.
  • Engage customers through digital platforms to enhance 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.
  • Support nearby branch locations based on business necessity.

Requirements

  • High school diploma, GED, or equivalent (required).
  • Bachelor’s Degree in a related field or equivalent demonstrated through work experience, training, military service, or education (preferred).
  • 3+ years of experience selling products and/or services in an incentive-based environment (required), OR
  • 12+ months of experience in retail banking sales, financial services sales, or consultative relationship sales with proven success in establishing new customers and deepening relationships (required), OR
  • 12+ months of demonstrated successful Santander experience related to the essential functions of the Relationship Banker role, with endorsement from District Executive, District Operations Manager, or Region President (required).
  • 12+ months of customer service experience within a high-volume, fast-paced, and constantly changing environment (required).
  • 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.
  • Strong communication, consultative, and influence skills, both verbal and written.
  • Ability to display a credible, trustworthy, and professional image at all times.
  • Proficiency 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.
  • Ability to work in a fast-paced environment and manage multiple priorities.
  • Computer proficiency and basic math skills.
  • Ability to work branch hours, which may include weekends and evenings.

Preferred Qualifications

  • Established work history or equivalent demonstrated through work experience, training, military service, or education.
  • Experience with Microsoft Office products.

Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment.

Pay

The base pay range for this position is $38,250.00 – $61,000.00 USD annually, based on a 40-hour work week. Exact compensation may vary based on skills, experience, training, licensure, certifications, and location.

Benefits

Santander offers a competitive rewards package designed to support you, your family, and your well-being. For more details, visit Santander Benefits.

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