Relationship Banker, West Windsor, NJ

Santander; Windsor; On-site; USD 38,000 - 59,000; Full time

Job summary

Santander is seeking a Relationship Banker for their West Windsor location. This role requires excellent interpersonal skills to deliver personalized financial solutions, engage clients, and contribute to the growth of client assets. Applicants should possess a Bachelor's degree and at least three years of experience in a sales-oriented environment, with a focus on customer service and trust-building.

Qualifications

• 3+ years experience in an incentive-based environment required.
• Six months of cash handling experience preferred.

Responsibilities

• Engages customers for assistance and education on banking transactions.
• Sources new customers through various outreach methods.
• Creates customized financial solutions for clients.

Skills

Relationship Building

Customer Analysis

Consultative Selling

Verbal Communication

Financial Acumen

Education

Bachelor's Degree in Business Management or Finance

Job description

Join to apply for the Relationship Banker, West Windsor, NJ role at Santander Bank, N.A.

West Windsor, United States of America

The Relationship Banker plays a key role within our Retail division and is responsible for delivering personalized financial strategies to clientele through banking and borrowing needs, as well as investment services. The primary objective of this trusted advisor is to grow client assets, retain and acquire new clients. This role will require a holistic delivery of outstanding service and sales solutions to meet clients' financial needs and goals.

Responsibilities

• Engages customers in the lobby to assist, educate and train on how to conduct simple transactions through self-service technologies.
• Attends and actively participates in weekly partnership meetings and joint calls with Branch partners.
• Increases profitability by sourcing new customers, prospecting via outbound calling, receiving referrals from centers-of-influence, lobby engagement, and via branch partners.
• Creates customized solutions for new and existing clients in order to help them achieve their financial goals.
• Ensures customers / clients are connected to the appropriate partner to help them achieve their financial goals, ensuring all sales, service and specialized needs are met, and helping to drive overall revenue growth.
• Proactively manages risk in every business, product and service transaction, leveraging available tools.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education

Bachelor's Degree or equivalent work experience in Business Management, Finance, or equivalent field. (Preferred)

Work Experience

Experience selling products and / or services in an incentive-based environment 3+ years (Required); Six months of cash handling experience 3+ years (Preferred)

Skills And Abilities

• Ability to identify specific knowledge, skills, and abilities necessary for satisfactory execution of the position’s primary duties & responsibilities.
• Ability to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration in a virtual or face-to-face environment.
• Skilled at and / or aptitude for assessing customer / client needs, providing applicable solutions / recommendations, and building customer relationships based on mutual trust to optimize sales opportunities to new and existing customers / clients.
• Ability to service and transition to appropriate business partners for execution.
• Client prospecting and development, customer retention and needs analysis skills.
• Excellent verbal communication and influence skills.
• Ability to display a credible, trustworthy, and professional image at all times.
• Experience conducting consultative conversations in person and on the phone with proven close rates through a needs-based sales approach.
• Strong financial and business acumen.

Working Conditions

Frequent minimal physical effort such as sitting, standing and walking. Occasional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown. Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders.

Employer Rights

This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason.

Primary Location

West Windsor, NJ

38,250 - $59,000 / year

AN EQUAL OPPORTUNITY EMPLOYER M / F / Vet / Disabled / SO

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