Client Relationship Advisor

Santander US; Wellesley (MA); On-site; USD 38,000 - 61,000; Full time

Job summary

Santander US is seeking a Relationship Banker to serve as a trusted advisor, building long-lasting relationships and understanding clients' financial goals. You will provide tailored banking, lending, and investment solutions while delivering exceptional service.

Responsibilities include proactive prospecting, cross-selling, and educating customers on digital tools. The role supports branch sales targets and regulatory compliance, with potential assignments at nearby locations.

Qualifications

• 3+ years experience selling products in incentive-based environment.
• 12+ months experience in retail banking sales or related industry.
• 12+ months Santander experience related to essential functions.
• 12+ months customer service in a high-volume environment.

Responsibilities

• Achieve or exceed sales targets by promoting and cross-selling banking products.
• Develop and maintain relationships to understand clients' financial needs.
• Prospect for new clients through networking, referrals, and outreach.
• Meet customer financial needs including transactional servicing and product offerings.
• Deliver an elevated, personalized customer experience and resolve issues promptly.
• Collaborate with team to meet branch goals and drive performance.

Skills

Sales

Customer service

Communication

Cross-selling

Digital banking tools

Education

High school diploma

Bachelor’s Degree

Tools

Microsoft Office

Job description

Santander US is seeking a Relationship Banker to serve as a trusted advisor, building long-lasting relationships and understanding clients' financial goals. You will provide tailored banking, lending, and investment solutions while delivering exceptional service.

Responsibilities include proactive prospecting, cross-selling, and educating customers on digital tools. The role supports branch sales targets and regulatory compliance, with potential assignments at nearby locations.