Banking Relationship Advisor

Banco Santander (Brasil); City of Kingston (NY); On-site; USD 42,000 - 64,000; Full time

Job summary

Santander in Kingston, MA seeks a Sales and Service Banker to build trust with customers, understand their financial needs, and provide tailored banking and lending solutions. You will process teller transactions and educate customers on digital tools while collaborating with teammates to meet branch goals.

This role emphasizes customer experience, cross-selling opportunities, and ongoing development within a risk-conscious bank environment.

Qualifications

• 12+ months experience selling products and/or services.
• 6+ months in Retail Banking sales or financial services sales.
• 6+ months Santander experience related to Sales and Service Banker functions.
• 6+ months customer service in high-volume, fast-paced environment.
• 6+ months cash handling experience.
• Established relationship-building skills focused on customer experience and loyalty.
• Excellent customer service and a passion for helping others.
• Ability to learn and apply sales techniques to meet customer needs.
• Experience in cross-selling products and services.
• Ability to work collaboratively in a team.
• Excellent written and verbal communication; professional image.
• Proficiency with digital tools to engage customers.

Responsibilities

• Meet customers' financial needs across transactional, servicing, and product requests.
• Identify opportunities to grow banking relationships through branch activities and referrals.
• Develop and maintain client relationships to tailor solutions.
• Collaborate with team to achieve branch goals and performance.
• Deliver elevated customer experiences with personalized, seamless service.
• Foster loyalty by addressing concerns and providing timely resolutions.
• Engage customers with digital platforms and educate them on self-service options.
• Communicate clearly in person, by phone, or via digital channels.
• Perform teller transactions accurately and efficiently.
• Handle cash and maintain cash drawer balances.
• Assist with custodianship, audits, and other operations.
• Ensure compliance with regulatory requirements and risk controls.
• Time allocations vary by branch needs.
• Support nearby branches as needed.

Skills

Retail banking

Cross-selling

Cash handling

Customer relationships

Digital banking

Communication

Team player

Education

High school diploma

Bachelor's degree

Job description

Santander in Kingston, MA seeks a Sales and Service Banker to build trust with customers, understand their financial needs, and provide tailored banking and lending solutions. You will process teller transactions and educate customers on digital tools while collaborating with teammates to meet branch goals.

This role emphasizes customer experience, cross-selling opportunities, and ongoing development within a risk-conscious bank environment.