Sales and Service Banker, Canal St, NY

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

The Sales and Service Banker 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, minimizing risk, and defending against fraud.

Sales and Service Bankers proactively engage with customers to assist with various financial needs, process teller transactions, identify cross-sell opportunities, resolve issues, and educate customers on digital banking tools. You will collaborate with team members to drive branch sales targets and contribute to the overall success of the bank.

Responsibilities

• Meet the financial needs of customers, including transactional, servicing, and product-related tasks.
• Identify opportunities to grow banking relationships through branch activities such as calls, transactions, account support, portfolio management, and partner referrals.
• Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions.
• Collaborate with team members and partners to achieve branch goals and drive overall performance.
• Ensure an elevated customer experience by delivering personalized, seamless, and attentive service.
• Foster customer loyalty by addressing concerns and providing timely resolutions.
• Engage customers with 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.
• Perform teller transactions, including deposits, withdrawals, and transfers, while ensuring accuracy and efficiency.
• Handle cash and maintain accurate cash drawer balances.
• Assist with custodianship, audits, and other operational tasks.
• Ensure compliance with all regulatory requirements and internal policies related to risk and fraud defense.
• Support nearby branch locations based on business necessity.

Requirements

• High school diploma or GED (Required).
• Bachelor’s Degree in a related field or equivalent demonstrated through work experience, training, military service, or education (Preferred).
• 12+ months of experience selling products and/or services (Required). OR
• 6+ months of experience in Retail Banking sales, financial services sales, or consultative relationship sales in a related industry, with proven success in establishing new customers, deepening relationships, and delivering results (Required). OR
• 6+ months of demonstrated successful Santander experience related to the essential functions and responsibilities of the Sales and Service Banker role, with endorsement from a District Executive, District Operations Manager, or Region President (Required).
• 6+ months of customer service experience within a high-volume, fast-paced, and constantly changing environment (Required).
• 6+ months of 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.
• Strong attention to detail and accuracy.
• 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.
• Fluent in Cantonese or Mandarin (Preferred).

Skills

• Established work history or equivalent demonstrated through a combination of 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 $34,500.00 – $53,000.00 USD annually, based on a 40-hour work week for hourly (non-exempt) roles. The exact compensation may vary based on skills, experience, training, licensure, certifications, and location.

Benefits

Santander offers a comprehensive rewards package that includes more than just a paycheck. Benefits are designed to support you, your family, and your well-being now and into the future. For details, visit Santander Benefits.