Sales and Service Banker, Avenue U, Brooklyn, NY

The Difference You Make

The Sales and Service Banker serves as a trusted advisor to customers with a focus 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, minimizing risk and defending against fraud. Sales and Service Bankers proactively engage with customers assisting with various financial needs, processing teller transactions, identifying cross-sell opportunities, resolving issues, and educating them on digital banking tools. Collaborating with team members to drive branch sales targets and contribute to the overall success of the bank.

Responsible for

• Meeting the financial needs of the customer to include transactional, servicing, and product.
• Identifying opportunities to grow banking relationships through branch activities, including calls, transactions, account support, portfolio management, and partner referrals.
• Developing and maintaining strong relationships with clients to understand their financial needs and provide tailored solutions.
• Collaborating with team members and partners to achieve branch goals and drive overall performance.
• Ensuring an elevated customer experience, delivering personalized, seamless, and attentive service.
• Fostering customer loyalty by addressing concerns and providing timely resolutions.
• Engaging customers with digital platforms to enhance customer interactions and educate them on self-service options.
• Communicating clearly and effectively with customers in person, over the phone, or through digital channels.
• Performing teller transactions, including deposits, withdrawals, and transfers, while ensuring accuracy and efficiency.
• Handling cash and maintaining accurate cash drawer balances.
• Absorbing and processing custodianship, audits, and other operational tasks.
• Ensuring compliance with all regulatory requirements and internal policies related to risk and fraud defense.

Qualifications

• 12+ Months Experience selling products and/or services - Required.
• 6+ 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 - Required.
• 6+ Months Demonstrated successful Santander experience related to the essential functions and responsibilities of the Sales and Service Banker role. District Executive, District Operations Manager and Region President endorsement of performance - Required.
• 6+ Months Customer service experience within a high volume, fast paced and constantly changing environment - Required.
• 6+ Months Cash handling experience - Required.
• Established relationship-building skills with a focus on customer experience and loyalty.
• Excellent customer service skills and a passion for helping others.
• Ability to learn and apply sales techniques to recommend products and services that meet customer needs.
• Experience in 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.
• Understands the necessity and value of accuracy and attention to detail.
• Ability to work in a fast-paced environment and manage multiple priorities.
• Computer proficiency and basic math skills.
• Ability to work branch hours, which can include weekends and evenings.

What You Bring

• Education: High school diploma or GED - Required. Bachelor’s Degree in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Preferred.
• Experience: 12+ Months Experience selling products and/or services - Required. (OR) 6+ 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 - Required. (OR) 6+ Months Demonstrated successful Santander experience related to the essential functions and responsibilities of the Sales and Service Banker role. District Executive, District Operations Manager and Region President endorsement of performance - Required. (AND) 6+ Months Customer service experience within a high volume, fast paced and constantly changing environment - Required. (AND) 6+ Months Cash handling experience - Required.
• Skills: Established relationship-building skills with a focus on customer experience and loyalty. Excellent customer service skills and a passion for helping others. Ability to learn and apply sales techniques to recommend products and services that meet customer needs. Experience in 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. Understands the necessity and value of accuracy and attention to detail. Ability to work in a fast-paced environment and manage multiple priorities. Computer proficiency and basic math skills.

Benefits

Keeping your personal wellbeing in mind, we offer comprehensive benefits to our people. From health coverage and PTO to retirement planning, here's how we take care of you. Learn More

Events

Never miss a thing—stay up to date on upcoming in-person and virtual events. From special talks to hiring events, check out the latest. Learn More

Working Conditions

Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.