Branch Banking: Sales & Service Expert

santander; Falmouth (MA); On-site; USD 42,000 - 62,000; Full time

Job summary

Santander is seeking a Sales and Service Banker in Falmouth, MA to support customers with transactions, accounts, and tailored financial solutions. The role emphasizes building relationships, delivering personalized service, and leveraging digital tools to enhance banking experiences.

The position requires strong customer service skills, cash handling experience, and the ability to work in a fast-paced branch environment, with opportunities to grow banking relationships and contribute to branch

Qualifications

• High school diploma, GED: or equivalent - 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 escalat 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

Responsibilities

• Meet the financial needs of customers through transactional, servicing, and product offerings.
• Identify opportunities to grow banking relationships through branch activities, calls, transactions, and 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 performance.
• Deliver an elevated customer experience with personalized, seamless, and attentive 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.
• Communicate clearly with customers in person, over the phone, or via digital channels.
• Perform teller transactions, including deposits, withdrawals, and transfers with accuracy and efficiency.
• Handle cash and maintain accurate cash drawer balances.
• Assist with custodianship, audits, and other operational tasks.
• Ensure compliance with regulatory requirements and internal policies related to risk and fraud defense.
• Responsibilities may extend to nearby branches based on business needs.

Skills

Retail banking sales

Customer service

Cross-selling

Cash handling

Relationship building

Communication

Teamwork

Sales techniques

Digital tools

Attention to detail

Risk awareness

Learn quickly

Education

High school diploma

Bachelor's degree

Job description

Santander is seeking a Sales and Service Banker in Falmouth, MA to support customers with transactions, accounts, and tailored financial solutions. The role emphasizes building relationships, delivering personalized service, and leveraging digital tools to enhance banking experiences.

The position requires strong customer service skills, cash handling experience, and the ability to work in a fast-paced branch environment, with opportunities to grow banking relationships and contribute to branch