Relationship Banker, Wellesley, MA

santander; España; Presencial; EUR 37.000 - 53.000; Jornada completa

Descripción de la vacante

Santander is seeking a Relationship Banker in Wellesley, MA to drive sales, build client relationships, and provide tailored financial solutions. The role focuses on cross-selling banking products, delivering excellent service, and growing the customer base in a fast-paced branch environment.

Ideal candidates have strong communication skills, a customer-centric mindset, and a track record in sales within retail banking. Some roles may include weekend/evening hours to meet branch needs.

Formación

• 3+ years selling products/services in incentive-based environment.
• 12+ months in retail banking or related sales role with success in acquiring new customers and deepening relationships.
• Santander-related role experience or endorsements of performance.
• 12+ months customer service in a high-volume, fast-paced environment.

Responsabilidades

• Promote and cross-sell Santander banking products to customers.
• Develop and maintain strong client relationships and assess financial needs.
• Prospect for new clients via networking, referrals, and lead calls.
• Assist customers with transactons, servicing, and product needs.
• Ensure compliance with regulatory requirements and internal policies.
• Collaborate with branch team to achieve goals and support nearby branches.

Conocimientos

Sales experience

Retail banking

Cross-selling

Customer service

Communication skills

Teamwork

Digital tools proficiency

Educación

High school diploma/GED

Bachelor’s degree

Herramientas

CRM software

Descripción del empleo

Relationship Banker, Wellesley, MA

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:

• 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:

Education:

• High school diploma, or 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.