Client Banking Relationship Advisor

Santander Consumer USA Inc.; Plainville (MA); On-site; USD 38,000 - 61,000; Full time

Job summary

Santander Consumer USA Inc. is seeking a Relationship Banker to build trusted client relationships and promote banking, lending, and investment products. You will meet sales targets, cross-sell services, and guide customers through digital tools while delivering personalized service.

This role emphasizes risk awareness, regulatory compliance, and teamwork. Based in Massachusetts, you may support nearby branches as needed; strong communication and relationship-building skills are essential.

Qualifications

• High school diploma or GED required
• Bachelor’s degree in related field preferred
• 3+ years selling products in incentive-based environment required
• 12+ months experience in Retail Banking sales required
• 12+ months Santander experience required
• 12+ months customer service in high-volume environment required
• Established relationship-building and customer service focus
• Proficient with digital tools and technology

Responsibilities

• Achieve or exceed sales targets by cross-selling banking products and services
• Develop and maintain strong client relationships to understand needs
• Prospect for new clients via networking, referrals, lead calls, portfolio management, and community engagement
• Meet customers' financial needs including transactional, servicing, and product offerings
• Deliver personalized, seamless, and attentive service to enhance customer experience
• Collaborate with team members and partners to achieve branch goals
• Support nearby branch locations as needed
• Ensure compliance with regulatory requirements and internal policies

Skills

Sales experience

Retail banking

Cross-selling

Customer service

Communication

Team collaboration

Digital tools

Education

High school diploma

Bachelor’s degree

Tools

Microsoft Office

Job description

Santander Consumer USA Inc. is seeking a Relationship Banker to build trusted client relationships and promote banking, lending, and investment products. You will meet sales targets, cross-sell services, and guide customers through digital tools while delivering personalized service.

This role emphasizes risk awareness, regulatory compliance, and teamwork. Based in Massachusetts, you may support nearby branches as needed; strong communication and relationship-building skills are essential.