Sales & Service Banker, Westwood, 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

• Build strong relationships with clients to understand their financial needs and provide tailored solutions.
• Collaborate with team members to drive branch sales targets and contribute to the overall success of the bank.
• Proactively engage with customers to assist with various financial needs, process teller transactions, identify cross-sell opportunities, resolve issues, and educate them on digital banking tools.
• 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.
• Perform teller transactions, including deposits, withdrawals, and transfers, while ensuring accuracy and efficiency.
• Handle cash and maintain accurate cash drawer balances.
• Absorb and maintain an elevated customer experience, delivering personalized, seamless, and attentive service.
• Communicate clearly and effectively with customers in person, over the phone, or through digital channels.
• Assist with custodianship, audits, and other operational tasks.
• Ensure 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.

Skills

• Customer service skills.
• Ability to learn and apply sales techniques.
• Relationship building skills.
• Communication and influence skills.
• Professional demeanor.
• Use of digital tools and technology.
• Attention to detail.
• Fast-paced environment management.
• Branch hours flexibility.

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.
• Support for personal and professional growth.
• Compliance with all regulatory requirements and internal policies related to risk and fraud defense.

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, occasional moving and lifting light equipment and/or furniture may be required. Employers may also require employees to work branch hours, which can include weekends and evenings.