Branch Banking Advisor – Sales & Service Specialist

Banco Santander (Brasil); Scotch Plains (NJ); On-site; USD 42,000 - 65,000; Full time

Job summary

Banco Santander (Brasil) in Scotch Plains, NJ seeks a Sales and Service Banker to build trusted relationships by understanding customers' financial needs and goals, handling transactions, and offering suitable banking products.

You will engage customers across in-branch and digital channels, contribute to branch goals, ensure accurate cash handling, and stay compliant with regulatory requirements while delivering an exceptional service experience.

Qualifications

• 12+ months experience selling products and/or services.
• 6+ months experience in Retail Banking sales or related financial services sales.
• 6+ months Santander experience related to the essential functions and responsibilities of the Sales and Service Banker role.
• 6+ months customer service experience within a high volume, fast paced and constantly changing environment.
• 6+ months cash handling experience.

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.
• Responsible for meeting the financial needs of the customer to include transactional, servicing, and product.
• Identify opportunities to grow banking relationships through branch activities, including calls, transactions, account support, portfolio management, and partner referrals.
• Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions.
• Collaborate with team members and partners to achieve branch goals and drive overall performance.
• Ensure an elevated customer experience, delivering personalized, seamless, and attentive service.
• Foster customer loyalty by addressing concerns and providing timely resolutions.
• Engage customers with 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.
• Perform teller transactions, including deposits, withdrawals, and transfers, while ensuring accuracy and efficiency.
• Handle cash and maintain accurate cash drawer balances.
• Assist with custodianship, audits, and other operational tasks.
• Ensure compliance with all regulatory requirements and internal policies related to risk and fraud defense.
• Time allocated to each core responsibility may vary depending on the branch needs.
• Responsibilities may extend to supporting nearby branch locations based on business necessity.

Skills

Customer service

Sales

Cross-selling

Communication

Teamwork

Digital tools

Attention to detail

Risk awareness

Problem solving

Relationship building

Education

High school diploma, GED

Bachelor's Degree in related field

Job description

Banco Santander (Brasil) in Scotch Plains, NJ seeks a Sales and Service Banker to build trusted relationships by understanding customers' financial needs and goals, handling transactions, and offering suitable banking products.

You will engage customers across in-branch and digital channels, contribute to branch goals, ensure accurate cash handling, and stay compliant with regulatory requirements while delivering an exceptional service experience.