Sales and Service Banker, Plaza Allegheny, Philadelphia, Pa

About the role

Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what’s possible. This is more than a strategic shift. It’s a chance for driven professionals to grow, learn, and make a real difference.

Responsibilities

• Serve as a trusted advisor to customers with a focus on building strong, long-lasting relationships by understanding their financial needs and goals.
• Provide tailored solutions for banking, lending, and investment products while delivering exceptional customer service, minimizing risk and defending against fraud.
• 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.
• Collaborate with team members to drive branch sales targets and contribute to the overall success of the bank.
• Meet the financial needs of the customer to include transactional, servicing, and product.
• Identify opportunities to grow banking relationships through branch activities, including 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, delivering personalized, seamless, and attentive service.
• Foster customer loyalty by addressing concerns and providing timely resolutions.
• Engage customers with digital platforms to enhance customer 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.
• Time allocated to each core responsibility may vary depending on the branch needs.
• Responsibilities may extend to supporting nearby branch locations based on business necessity.

Requirements

• High school diploma, GED: Required
• Bachelor’s Degree in related field or equivalent demonstrated through a combination of work experience, training, military service, or education: Preferred

Qualifications

• 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
• 6+ Months Customer service experience within a high volume, fast paced and constantly changing environment: Required
• 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.
• Ability to work branch hours, which can include weekends and evenings.

Work Authorization & Sponsorship

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

Pay

Minimum Base Pay Range: $34,500.00 USD
Maximum Base Pay Range: $53,000.00 USD