Customer Banking Advisor: Build Relationships & Solutions

Santander US; Edgartown (MA); On-site; USD 34,500 - 53,000; Full time

Job summary

Santander US in Massachusetts seeks a Sales and Service Banker to serve customers as a trusted advisor, handling teller transactions, servicing accounts, and presenting tailored solutions across banking, lending, and investment products.

You will build lasting relationships, identify cross-sell opportunities, and collaborate with teammates to reach branch goals while delivering an elevated, customer-centric experience.

Qualifications

• 12+ Months Experience selling products and/or services.
• 6+ Months Experience in Retail Banking sales or related role.
• 6+ Months Santander experience related to the role.
• 6+ Months Customer service in high-volume environment.
• 6+ Months Cash handling experience.
• Established relationship-building skills focused on customer experience and loyalty.
• Excellent customer service skills and a passion for helping others.
• Ability to learn and apply sales techniques to recommend products.

Responsibilities

• Meet the financial needs of customers through transactions and services.
• Identify opportunities to grow banking relationships through branch activities.
• Develop and maintain relationships to understand customer needs.
• Collaborate with team to achieve branch goals and drive performance.
• Deliver elevated customer experience with personalized service.

Skills

Customer service

Cash handling

Sales experience

Cross-selling

Communication skills

Teamwork

Digital tools

Attention to detail

Education

High school diploma

Bachelor’s Degree preferred

Tools

Microsoft Office

Job description

Santander US in Massachusetts seeks a Sales and Service Banker to serve customers as a trusted advisor, handling teller transactions, servicing accounts, and presenting tailored solutions across banking, lending, and investment products.

You will build lasting relationships, identify cross-sell opportunities, and collaborate with teammates to reach branch goals while delivering an elevated, customer-centric experience.