Sales and Service Banker, Rockaway, NJ

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

• Maintaining and expanding customer relationships by understanding their financial needs and providing tailored solutions.
• Engaging with customers to assist with transactions, resolve issues, and educate them on digital banking tools.
• Collaborating with team members to achieve branch sales targets and contribute to the overall success of the bank.
• Performing teller transactions, including deposits, withdrawals, and transfers, while ensuring accuracy and efficiency.
• Handling cash and maintaining accurate cash drawer balances.
• Assisting with 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.
• 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.
• 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.
• 6+ Months Customer service experience within a high volume, fast paced and constantly changing environment.
• 6+ Months Cash handling experience.
• 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.

Educational Requirements

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