Client-Centric Financial Advisor

Santander Consumer USA Inc.; Valley Green (PA); On-site; USD 38,000 - 61,000; Full time

Job summary

Santander is seeking a Relationship Banker to act as a trusted advisor, building strong client relationships and delivering tailored banking solutions. The role emphasizes cross-selling, proactive client outreach, and delivering exceptional service across channels.

The candidate should have a track record in sales and customer service within financial services, with strong communication and digital skills to support growth objectives.

Qualifications

• 3+ years experience selling products and/or services in an incentive-based environment.
• 12+ months experience in retail banking sales or consultative relationship sales.
• 12+ months Santander experience related to essential functions and responsibilities.
• 12+ months customer service experience in a high-volume environment.
• Established relationship-building skills focused on customer experience and loyalty.
• Excellent communication, consultative and influence skills.

Responsibilities

• Achieve or exceed sales targets by actively promoting and cross selling banking products and services.
• Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions.
• Proactively prospect for new clients through networking, referrals, lead calling, portfolio management and community engagement.
• Responsible for meeting the financial needs of the customer including transactional, servicing, and product offerings.
• Ensure an elevated customer experience with personalized, seamless service.
• Foster customer loyalty by addressing concerns and providing timely resolutions.
• Engage customers through digital platforms to enhance interactions and educate on self-service options.

Skills

Sales experience

Customer service

Relationship building

Cross-selling

Communication skills

Digital tools literacy

Team collaboration

Education

High school diploma

Bachelor’s degree preferred

Tools

Microsoft Office

Job description

Santander is seeking a Relationship Banker to act as a trusted advisor, building strong client relationships and delivering tailored banking solutions. The role emphasizes cross-selling, proactive client outreach, and delivering exceptional service across channels.

The candidate should have a track record in sales and customer service within financial services, with strong communication and digital skills to support growth objectives.