Sales & Service Banker, Westwood, MA

About the role

The Sales and Service Banker role at Santander is a key position in driving a customer-centric transformation. This role involves providing tailored solutions for banking, lending, and investment products while delivering exceptional customer service, minimizing risk, and defending against fraud.

Responsibilities

• Build strong, long-lasting relationships with customers by understanding their financial needs and goals.
• 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.
• Collaborate with team members to drive branch sales targets and contribute to the overall success of the bank.
• Meet the financial needs of customers, including transactional, servicing, and product needs.
• 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.
• Affiliate 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

• Strong interpersonal and communication skills.
• Ability to build and maintain strong relationships.
• Knowledge of banking products and services.
• Ability to handle customer inquiries and complaints.
• Proficiency in Microsoft Office products.

Benefits

• Competitive base pay range.
• Comprehensive benefits package.
• Strong risk culture and proactive risk management.

Pay

The base pay range for this position is $34,500.00 USD to $53,000.00 USD annually.

Schedule

Branch hours, which can include weekends and evenings.