Relationship Banker, Oxford Oaks, Pa

santander; España; Presencial; EUR 42.000 - 59.000; Jornada completa

Descripción de la vacante

Santander in the United States is seeking a Relationship Banker to build trusted relationships with customers, understand financial needs, and provide tailored banking, lending, and investment solutions.

You will actively cross-sell products, deliver exceptional service, and guide clients through digital banking tools while meeting branch sales targets and staying compliant with regulations. Strong communication and teamwork are essential for success.

Formación

• High school diploma or GED required; bachelor's degree preferred.
• 3+ years selling financial products in incentive-based environment.
• Retail banking sales or customer service experience in a fast-paced setting.
• Proven cross-selling and relationship-building skills.
• Ability to use digital banking tools and platforms.

Responsabilidades

• Achieve or exceed sales targets by cross-selling banking products.
• Develop and maintain relationships to understand financial needs.
• Prospect for new clients through networking, referrals, calls, and community engagement.
• Meet financial needs including transactional servicing and product delivery.
• Provide elevated customer experience with personalized, seamless service.
• Ensure regulatory compliance and risk controls.
• Collaborate with team to achieve branch goals.
• Support nearby branches as needed.

Conocimientos

Communication skills

Customer service

Sales and cross-selling

Digital banking tools

Team collaboration

Attention to detail

Educación

High school diploma, GED

Bachelor's Degree preferred

Descripción del empleo

Relationship Banker, Oxford Oaks, Pa

Country: United States of America

It Starts Here

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

As a Relationship Banker you serve 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. Relationship Bankers proactively engage with customers to identify opportunities for cross-selling services, resolving issues, and educating them on digital banking tools. You collaborate with other team members to drive branch sales targets and contribute to the overall success of the bank. Your primary goal is to enhance customer satisfaction and loyalty while supporting the bank's growth objectives.

• 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 escalation 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.

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