Client-Focused Banking & Advisory Specialist

Banco Santander SA; Swansea (MA); Hybrid; USD 35,000 - 53,000; Full time

Job summary

Santander Swansea, MA is seeking a Sales and Service Banker to act as a trusted advisor for customers, understanding their financial needs, and offering tailored banking, lending, and investment solutions while delivering exceptional service.

The role involves processing teller transactions, identifying cross-sell opportunities, educating customers on digital tools, and collaborating with teammates to meet branch sales goals.

Qualifications

• High school diploma or GED required; bachelor’s degree preferred.
• 6–12 months retail banking or sales experience with proven results.
• Ability to learn sales techniques and cross-sell products.
• Excellent communication and customer service skills.

Responsibilities

• Perform teller transactions including deposits, withdrawals, and transfers.
• Provide tailored banking solutions and cross-sell products.
• Maintain accurate cash drawer and assist with audits.
• Educate customers on digital banking tools.
• Ensure compliance with risk and fraud policies and branch goals.

Skills

Customer service

Cross-selling

Sales techniques

Cash handling

Communication skills

Teamwork

Education

High school diploma or GED

Bachelor’s degree in related field

Tools

Microsoft Office

Job description

Santander Swansea, MA is seeking a Sales and Service Banker to act as a trusted advisor for customers, understanding their financial needs, and offering tailored banking, lending, and investment solutions while delivering exceptional service.

The role involves processing teller transactions, identifying cross-sell opportunities, educating customers on digital tools, and collaborating with teammates to meet branch sales goals.