Customer Banking & Solutions Advisor

Santander; Brookline (MA); On-site; USD 35,000 - 53,000; Full time

Job summary

Santander in Brookline, MA is seeking a Sales and Service Banker to build lasting banking relationships, provide tailored solutions, and guide customers through transactions and digital tools. You will collaborate with teammates to hit branch sales goals and enhance customer experience.

The role emphasizes accuracy, risk awareness, and professional client engagement across in-person and digital channels. A strong customer-first mindset and cash handling skills are essential.

Qualifications

• High school diploma or GED required.
• 6+ months experience in Retail Banking sales or related role.
• 12+ months selling products and/or services.
• 6+ months customer service experience in a fast-paced 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 strong client relationships and provide tailored solutions.
• Assist with custodianship, audits, and other operational tasks.
• Ensure compliance with regulatory requirements and internal policies.

Skills

Customer service

Sales experience

Communication skills

Team player

Cash handling

Education

High school diploma

Bachelor’s degree (preferred)

Tools

Microsoft Office

Job description

Santander in Brookline, MA is seeking a Sales and Service Banker to build lasting banking relationships, provide tailored solutions, and guide customers through transactions and digital tools. You will collaborate with teammates to hit branch sales goals and enhance customer experience.

The role emphasizes accuracy, risk awareness, and professional client engagement across in-person and digital channels. A strong customer-first mindset and cash handling skills are essential.