Client Banking Advisor: Sales & Service Expert

Santander US; Middleborough (MA); On-site; USD 35,000 - 53,000; Full time

Job summary

Santander US is seeking a Sales and Service Banker in Massachusetts to serve as a trusted advisor for customers’ banking needs. You’ll process transactions, identify cross-sell opportunities, and deliver personalized service while supporting branch goals.

Candidate must have 12+ months in sales and customer service with a focus on accuracy, relationship building, and digital tools. Weekend and evening hours may apply.

Qualifications

• 12+ months experience selling products and/or services.
• 6+ months retail banking or related sales experience with proven results.
• 6+ months Santander experience or endorsed performance by leadership.
• 6+ months customer service in a fast-paced environment.
• Ability to learn sales techniques and cross-sell products.

Responsibilities

• Meet customer financial needs through transactions, servicing, and product recommendations.
• Grow banking relationships via branch activities, calls, and referrals.
• Build strong client relationships with tailored financial solutions.
• Collaborate with team to achieve branch sales goals and performance.
• Deliver an elevated customer experience with clear, helpful service.
• Handle teller duties with accuracy and maintain cash Drawer balances.
• Promote digital banking tools and assist customers in using self-service options.

Skills

Retail banking sales

Customer service

Cash handling

Cross-selling

Communication skills

Team collaboration

Education

High school diploma

Bachelor's Degree

Tools

Microsoft Office

Job description

Santander US is seeking a Sales and Service Banker in Massachusetts to serve as a trusted advisor for customers’ banking needs. You’ll process transactions, identify cross-sell opportunities, and deliver personalized service while supporting branch goals.

Candidate must have 12+ months in sales and customer service with a focus on accuracy, relationship building, and digital tools. Weekend and evening hours may apply.