Customer Banking Advisor: Build Relationships & Cross-Sell

Santander Consumer USA Inc.; Falmouth (MA); On-site; USD 35,000 - 53,000; Full time

Job summary

Santander Consumer USA Inc. is seeking a Sales and Service Banker to serve customers by understanding their financial needs and offering tailored solutions in banking, lending, and investments. The role emphasizes relationship building, cross-selling, and delivering exceptional service.

The position requires strong communication skills, cash handling, and ability to work with digital tools. Expect collaboration with team members to meet branch targets and ensure a seamless customer experience.

Qualifications

• 12+ Months Experience selling products and/or services.
• 6+ Months Experience in Retail Banking sales or consultative relationship sales.
• 6+ Months Demonstrated Santander experience related to function.
• 6+ Months Customer service in high-volume environment.

Responsibilities

• Meet the financial needs of customers including transactional, servicing, and product.
• Identify opportunities to grow banking relationships through branch activities.
• Develop and maintain relationships to provide tailored solutions.
• Collaborate with team to achieve branch goals and drive performance.
• Ensure elevated customer experience with personalized service.
• Engage customers with digital platforms to enhance interactions.

Skills

Retail banking sales

Customer service

Cross-selling

Communication

Teamwork

Cash handling

Digital banking

Attention to detail

Education

High school diploma or equivalent

Bachelor’s Degree (preferred)

Tools

Microsoft Office

Job description

Santander Consumer USA Inc. is seeking a Sales and Service Banker to serve customers by understanding their financial needs and offering tailored solutions in banking, lending, and investments. The role emphasizes relationship building, cross-selling, and delivering exceptional service.

The position requires strong communication skills, cash handling, and ability to work with digital tools. Expect collaboration with team members to meet branch targets and ensure a seamless customer experience.