Client Banking Advisor: Relationships & Solutions

Banco Santander SA; Howell Township (NJ); Sur place; USD 38 000 - 61 000; Plein temps

Résumé du poste

Banco Santander S.A. in Howell, NJ seeks a Relationship Banker to serve as a trusted advisor, building lasting client relationships and delivering tailored banking, lending and investment solutions.

The role emphasizes proactive cross-selling, superior service, and compliance with regulatory standards. The successful candidate will develop customer-focused financial plans, engage with clients through in-branch, phone and digital channels, and contribute to branch sales targets while maintaining

Qualifications

• High school diploma or GED required; Bachelor's degree preferred.
• 12+ months experience in retail banking, financial services sales, or consultative relationship sales.
• Proven success in establishing new customers, deepening relationships and delivering results.
• Demonstrated Santander experience related to essential functions and responsibilities (if applicable).
• Excellent communication and customer service skills; ability to work in a fast-paced environment.

Responsabilités

• Achieve or exceed sales targets by promoting and cross selling banking products.
• Develop and maintain strong client relationships to understand financial needs.
• Prospect for new clients through referrals, networking, and outreach.
• Meet customer financial needs including transactional, servicing, and product solutions.
• Provide an elevated, personalized customer experience and resolve issues promptly.
• Ensure compliance with regulatory requirements and internal risk policies.
• Collaborate with team members to reach branch goals and support other locations as needed.

Connaissances

Customer service

Sales experience

Cross-selling

Communication skills

Digital tools proficiency

Team collaboration

Risk awareness

Financial product knowledge

Formation

High school diploma or GED

Bachelor’s degree in related field

Outils

Microsoft Office

Description du poste

Banco Santander S.A. in Howell, NJ seeks a Relationship Banker to serve as a trusted advisor, building lasting client relationships and delivering tailored banking, lending and investment solutions.

The role emphasizes proactive cross-selling, superior service, and compliance with regulatory standards. The successful candidate will develop customer-focused financial plans, engage with clients through in-branch, phone and digital channels, and contribute to branch sales targets while maintaining