Banking Relationship Advisor

Banco Santander SA; New York (NY); On-site; USD 35,000 - 53,000; Full time

Job summary

Banco Santander SA in United States - New York seeks a Specialist, Sales and Service Banker to advise customers, process teller transactions, and expand banking relationships. You will deliver personalized solutions across banking, lending, and investments while guiding clients to digital tools and self-service options.

Ideal candidates show history in high-volume retail banking, cross-selling, and strong service orientation, with exceptional communication and teamwork to meet branch goals in a

Qualifications

• Education: High school diploma, GED: or equivalent work experience - Required
• Bachelor’s Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Preferred
• 12+ Months Experience selling products and/or services - Required
• 6+ 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
• 6+ Months Demonstrated successful Santander experience related to the essential functions and responsibilities of the Sales and Service Banker role. District Executive, District Operations Manager and Region President endorsement of performance - Required
• 6+ Months Customer service experience within a high volume, fast paced and constantly changing environment - Required
• 6+ Months Cash handling experience - Required
• Established relationship-building skills with a focus on customer experience and loyalty
• Excellent customer service skills and a passion for helping others
• Ability to learn and apply sales techniques to recommend products and services that meet customer needs
• Experience in 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 elevate concerns of risk to appropriate channels
• Understands the necessity and value of accuracy and attention to detail
• 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.

Responsibilities

• The Sales and Service Banker serves as a trusted advisor to customers with a focus 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, minimizing risk and defending against fraud.
• Sales and Service Bankers proactively engage with customers assisting with various financial needs, processing teller transactions, identifying cross-sell opportunities, resolving issues, and educating them on digital banking tools.
• Collaborating with team members to drive branch sales targets and contribute to the overall success of the bank.
• Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions.
• Ensure an elevated customer experience, delivering personalized, seamless, and attentive service.

Job description

Banco Santander SA in United States - New York seeks a Specialist, Sales and Service Banker to advise customers, process teller transactions, and expand banking relationships. You will deliver personalized solutions across banking, lending, and investments while guiding clients to digital tools and self-service options.

Ideal candidates show history in high-volume retail banking, cross-selling, and strong service orientation, with exceptional communication and teamwork to meet branch goals in a