Customer Banking Advisor

Banco Santander SA; Wellesley, Northern (MA, KY); Hybrid; USD 38,000 - 61,000; Full time

Job summary

Banco Santander SA seeks a Relationship Banker in Wellesley, MA to build trusted client relationships, identify financial needs, and deliver tailored banking, lending, and investment solutions. You will engage customers across channels, drive branch sales targets, and educate them on digital banking tools.

The role emphasizes cross-selling, exceptional service, and collaboration with team members to support branch growth and customer loyalty.

Qualifications

• 3+ years selling products in incentive-based environments or related banking sales roles.
• Experience in retail banking sales or consultative relationship sales with proven results.
• Ability to identify and cross-sell banking products while delivering strong customer service.

Responsibilities

• Achieve or exceed sales targets by cross-selling banking products.
• Develop relationships with clients to understand financial needs.
• Proactively prospect new clients via referrals, calls, and community engagement.
• Ensure compliance with regulatory requirements and risk policies.

Skills

Sales experience

Customer service

Cross-selling

Communication skills

Digital banking tools

Education

Bachelor’s Degree in related field

Tools

Microsoft Office

Job description

Banco Santander SA seeks a Relationship Banker in Wellesley, MA to build trusted client relationships, identify financial needs, and deliver tailored banking, lending, and investment solutions. You will engage customers across channels, drive branch sales targets, and educate them on digital banking tools.

The role emphasizes cross-selling, exceptional service, and collaboration with team members to support branch growth and customer loyalty.