Financial Advisor & Client Relationship Specialist

Santander; Norwood (KY); On-site; USD 38,000 - 61,000; Full time

Benefits offered by this job

Santander Benefits

Job summary

Santander is seeking a Relationship Banker in Norwood, MA to build trusted client relationships and tailor banking, lending, and investment solutions. This role emphasizes delivering exceptional service while meeting sales targets in a community banking setting.

You will work with teammates to drive branch performance, engage customers through digital channels, and ensure regulatory compliance. A strong background in retail banking and customer service is preferred.

Qualifications

• Minimum high school diploma required.
• Bachelor’s degree preferred.
• 3+ years selling in incentive-based environment.
• Retail banking or financial services sales experience.
• Santander experience recommended.
• Strong cross-selling and client relationship skills.

Responsibilities

• Achieve or exceed sales targets by cross-selling banking products.
• Develop and maintain relationships to understand financial needs.
• Prospect for new clients via networking, referrals and outreach.
• Meet customer transactional and product needs.
• Deliver personalized, seamless customer service.
• Collaborate with team to achieve branch goals.
• Ensure compliance with regulations and policies.
• Engage customers through digital channels.

Skills

Sales experience

Retail banking sales

Customer service

Communication skills

Team collaboration

Digital tools proficiency

Cross-selling

Risk awareness

Financial products knowledge

Adaptability

Education

High school diploma

Bachelor's degree preferred

Tools

Microsoft Office

Job description

Santander is seeking a Relationship Banker in Norwood, MA to build trusted client relationships and tailor banking, lending, and investment solutions. This role emphasizes delivering exceptional service while meeting sales targets in a community banking setting.

You will work with teammates to drive branch performance, engage customers through digital channels, and ensure regulatory compliance. A strong background in retail banking and customer service is preferred.