Relationship Banker, Concordville, Pa

santander; Spain; On-site; EUR 49,000 - 80,000; Full time

Job summary

Santander is seeking a Relationship Banker in Concordville, PA, to drive sales and build lasting client relationships. The role focuses on promoting banking products, cross-selling, and delivering tailored financial solutions while maintaining high standards of customer service.

You will actively prospect for new clients, work with a team to meet branch goals, and ensure compliance with regulatory requirements and internal policies.

Qualifications

• 3+ years experience selling products and/or services in an incentive-based environment.
• 12+ months experience in retail banking sales or financial services sales.
• 12+ months Santander experience related to the essential functions.
• 12+ months customer service experience in a high-volume, fast-paced environment.
• Established relationship-building skills focused on customer experience and loyalty.
• Excellent communication, consultative, and influencing skills.
• Ability to work in a fast-paced branch environment with multiple priorities.

Responsibilities

• Achieve or exceed sales targets by promoting and cross-selling banking products and services.
• Develop and maintain strong client relationships to understand financial needs and tailor solutions.
• Prospect for new clients through networking, referrals, lead calling, and community engagement.
• Meet customers' financial needs across transactional, servicing, and product areas.
• Deliver an elevated, personalized customer experience with seamless service.

Skills

Sales experience

Retail banking sales

Customer relationship building

Education

Bachelor's degree

Job description

Relationship Banker, Concordville, Pa

Country: United States of America

Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer‑centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference.

The Difference You Make:

• Achieve or exceed sales targets by actively promoting and effectively cross selling various banking products and services to existing and prospective customers.
• Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions.
• Proactively prospect for new clients through internal and outbound interactions such as: networking, referrals, lead calling, portfolio management and community engagement.
• Responsible for meeting the financial needs of the customer to include transactional, servicing, and product.
• Ensure an elevated customer experience, delivering personalized, seamless, and attentive service.
• Ensure an elevated customer experience, delivering personalized, seamless, and attentive service.
• Foster customer loyalty by addressing concerns and providing timely resolutions.
• Engage customers through 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.
• Ensure compliance with all regulatory requirements and internal policies related to risk and fraud defense.
• Collaborate with team members and partners to achieve branch goals and drive overall performance.
• Responsibilities may extend to supporting nearby branch locations based on business necessity.

What You Bring:

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:

• High school diploma, GED - Required
• Bachelor's Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Preferred

Qualifications:

• 3+ Years Experience selling products and/or services in an incentive-based environment - Required. (OR)
• 12+ 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 - Required. (OR)
• 12+ Months Demonstrated successful Santander experience related to the essential functions and responsibilities of the Relationship Banker role. District Executive, District Operations Manager and Region President endorsement of performance - Required. (AND)
• 12+ Months Customer service experience within a high volume, fast paced and constantly changing environment - Required.
• Established relationship-building skills with a focus on customer experience and loyalty.
• Excellent customer service skills and a passion for helping others.
• Proven track record in sales and 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 escalat e concerns of risk to appropriate channels.
• 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.

Certifications:

No Certifications listed for this job.