Branch Banking Advisor: Build Relationships & Cross-Sell

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

Job summary

Santander US is seeking a Sales and Service Banker to serve as a trusted advisor, building long-lasting relationships and delivering tailored banking, lending, and investment solutions while providing exceptional service. You will help customers navigate digital tools and ensure risk controls are followed in a fast-paced environment.

The role focuses on meeting customers’ financial needs, growing relationships through branch activities, and collaborating with team members to reach branch goals.

Qualifications

• 12+ Months Experience selling products and/or services.
• 6+ Months Experience in Retail Banking sales or consultative relationship sales role with proven success.
• 6+ Months Santander experience related to the essential functions.
• 6+ Months Customer service experience in a high-volume environment.
• 6+ Months Cash handling experience.
• Established relationship-building skills with a focus on customer experience.
• Excellent customer service skills 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-oriented environment.
• Excellent communication, consultative and influence skills both verbal and written.
• Professional image and credibility at all times.
• Proficient in using digital tools to engage customers.
• Ability to follow directions, policies, and procedures.
• Ability to identify and elevate concerns of risk.
• Attention to detail and accuracy.
• Ability to work in a fast-paced environment with multiple priorities.
• Computer proficiency and basic math skills.
• Ability to work branch hours, weekends and evenings.

Responsibilities

• Meet the financial needs of the customer including transactional, servicing, and product.
• Identify opportunities to grow banking relationships through branch activities and referrals.
• Develop and maintain strong relationships with clients to understand their financial needs.
• Collaborate with team members to achieve branch goals and drive performance.
• Deliver an elevated customer experience with personalized, seamless service.
• Foster customer loyalty by addressing concerns and providing timely resolutions.
• Engage customers with digital platforms and educate them on self-service options.
• Communicate clearly with customers in person, over the phone, or via digital channels.
• Perform teller transactions including deposits, withdrawals, and transfers with accuracy.
• Handle cash and maintain accurate cash drawer balances.
• Assist with custodianship, audits, and other operational tasks.
• Ensure compliance with regulatory requirements and internal risk policies.
• Responsibilities may vary by branch and extend to nearby locations as needed.

Skills

Customer service

Sales

Communication

Teamwork

Attention to detail

Digital tools

Risk awareness

Cross-selling

Cash handling

Relationship building

Education

High school diploma or GED

Bachelor’s Degree (preferred)

Tools

Microsoft Office

Job description

Santander US is seeking a Sales and Service Banker to serve as a trusted advisor, building long-lasting relationships and delivering tailored banking, lending, and investment solutions while providing exceptional service. You will help customers navigate digital tools and ensure risk controls are followed in a fast-paced environment.

The role focuses on meeting customers’ financial needs, growing relationships through branch activities, and collaborating with team members to reach branch goals.