Branch Banking Advisor & Sales Specialist

Santander; Melville (NY); On-site; USD 35,000 - 53,000; Full time

Job summary

Santander Melville Branch in New York seeks a Sales and Service Banker to serve as a trusted advisor, handling transactions, delivering tailored banking, lending, and investment solutions while driving branch sales targets. The role emphasizes excellent customer service, risk awareness, and educating customers on digital tools.

The position requires strong relationship skills, ability to work in a fast-paced environment, and flexibility to cover branch hours, including weekends and evenings.

Qualifications

• 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
• Experience in retail banking sales or consultative relationship sales helpful

Responsibilities

• Meet the financial needs of customers including transactional, servicing, and product responsibilities.
• Identify opportunities to grow banking relationships through branch activities, calls, transactions, account support, portfolio management, and referrals.
• Develop and maintain strong relationships with clients to understand needs and provide tailored solutions.
• Collaborate with team members and partners to achieve branch goals and drive performance.
• Ensure an elevated customer experience with personalized, seamless service.
• Foster customer loyalty by addressing concerns and providing timely resolutions.
• Engage customers with digital platforms to enhance interactions and educate on self-service options.
• Handle teller transactions with accuracy and efficiency.
• Assist with custodianship, audits, and other operational tasks.

Skills

Cash handling

Customer service

Cross-selling

Relationship building

Communication skills

Education

High school diploma

Bachelor’s Degree

Job description

Santander Melville Branch in New York seeks a Sales and Service Banker to serve as a trusted advisor, handling transactions, delivering tailored banking, lending, and investment solutions while driving branch sales targets. The role emphasizes excellent customer service, risk awareness, and educating customers on digital tools.

The position requires strong relationship skills, ability to work in a fast-paced environment, and flexibility to cover branch hours, including weekends and evenings.