Sales and Service Banker, Triangle, Edgartown, MA

About the role

The Sales and Service Banker role at Santander involves providing tailored solutions for banking, lending, and investment products while delivering exceptional customer service. This role focuses on building strong, long-lasting relationships by understanding customer financial needs and goals.

Responsibilities

• Builds strong, long-lasting relationships with customers by understanding their financial needs and goals.
• Proactively engages with customers to assist with various financial needs, process teller transactions, identify cross-sell opportunities, resolve issues, and educate them on digital banking tools.
• Collaborates with team members to drive branch sales targets and contribute to the overall success of the bank.
• Ensures an elevated customer experience by delivering personalized, seamless, and attentive service.
• Fosters customer loyalty by addressing concerns and providing timely resolutions.
• Engages customers with digital platforms to enhance customer interactions and educate them on self-service options.
• Communicates clearly and effectively with customers in person, over the phone, or through digital channels.
• Performs teller transactions, including deposits, withdrawals, and transfers, while ensuring accuracy and efficiency.
• Maintains accurate cash drawer balances and assists with custodianship, audits, and other operational tasks.
• Safeguards 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.
• Able to display a credible, trustworthy, and professional image at all times.
• Proficient in using digital tools and technology to enhance customer engagement.
• Able to follow directions, policies, and procedures.
• Able to identify and escalate concerns of risk to appropriate channels.
• Understands the necessity and value of accuracy and attention to detail.
• Able to work in a fast-paced environment and manage multiple priorities.
• Computer proficiency and basic math skills.
• Able to work branch hours, which can include weekends and evenings.

Skills

• Customer service skills.
• Ability to learn and apply sales techniques.
• Ability to work collaboratively in a team-oriented environment.
• Excellent communication, consultative, and influence skills.
• Ability to display a credible, trustworthy, and professional image.
• Proficiency in using digital tools and technology.
• Ability to follow directions, policies, and procedures.
• Able to identify and escalate concerns of risk.
• Understanding of accuracy and attention to detail.
• Ability to work in a fast-paced environment.
• Basic computer skills.

Benefits

We offer a comprehensive benefits package that includes:

• Competitive base pay ranging from $34,500.00 USD to $53,000.00 USD.
• Flexible working conditions.
• Comprehensive health, dental, and vision insurance plans.
• Retirement savings plans.
• Employee assistance programs.
• Professional development opportunities.
• Work-life balance initiatives.

Pay

The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.

Schedule

Depending on location, the role may involve working branch hours, which can include weekends and evenings.