Jobs · Finance · Connecticut

Sales & Service Banker, Bristol, CT

Santander US · Bristol, CT · 3 wk ago
Finance$35k/yrFull-time

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. Time allocated to each responsibility may vary depending on branch needs, and responsibilities may extend to supporting nearby branch locations based on business necessity.

Responsibilities

  • 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 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.

Requirements

  • High school diploma, GED, or equivalent work experience (Required).
  • Bachelor’s Degree in a related field or equivalent demonstrated through a combination of 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 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.
  • 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.

Preferred Qualifications

  • Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
  • Experience in Microsoft Office products.

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

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 competitive rewards package designed to support you, your family, and your well-being, now and into the future. For details, visit Santander Benefits.

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