Client-Centric Banking Advisor

Santander US; Laureldale (Berks County); On-site; USD 38,000 - 61,000; Full time

Benefits offered by this job

Santander Benefits

Job summary

Santander US is actively seeking a Relationship Banker to build and maintain strong client relationships while promoting banking, lending, and investment solutions. The role emphasizes high-quality customer service and cross-selling opportunities within a branch environment.

Ideal candidates have retail banking sales experience, strong communication skills, and a track record of meeting sales targets. The position supports branch goals with occasional coverage of nearby locations.

Qualifications

• High school diploma or GED required.
• Bachelor's degree in related field or equivalent experience preferred.

Responsibilities

• Achieve or exceed sales targets by promoting and cross-selling banking products and services.
• Develop and maintain strong client relationships to understand financial needs and provide tailored solutions.
• Prospect for new clients through various channels including networking, referrals, lead calling, and community engagement.
• Meet customer financial needs for transactional, servicing, and product areas.
• Deliver an elevated, personalized customer experience across in-person, phone, and digital channels.
• Ensure regulatory and internal policy compliance while managing risk.
• Collaborate with teammates and partners to reach branch goals.

Skills

3+ years sales experience

Retail banking sales

Santander experience

Customer service

Relationship-building

Communication

Cross-selling

Team collaboration

Professional image

Digital tools proficiency

Policy compliance

Risk awareness

multitasking

Education

High school diploma

Bachelor's degree (preferred)

Job description

Santander US is actively seeking a Relationship Banker to build and maintain strong client relationships while promoting banking, lending, and investment solutions. The role emphasizes high-quality customer service and cross-selling opportunities within a branch environment.

Ideal candidates have retail banking sales experience, strong communication skills, and a track record of meeting sales targets. The position supports branch goals with occasional coverage of nearby locations.