Personal Banking Advisor: Build Relationships & Digital Banking

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

Job summary

Santander in Hartford, CT, seeks a Sales and Service Banker to become a trusted advisor, handling teller transactions, educating customers on digital banking, and building lasting relationships. You’ll identify cross-sell opportunities while delivering superior service and helping customers meet financial needs.

The role emphasizes collaboration, compliance, and the ability to operate in a fast-paced environment. A demonstrated history in retail banking and strong communication are highly valued.

Qualifications

• 12+ Months Experience selling products and/or services.
• 6+ Months Experience in Retail Banking sales or consultative relationship sales role in a related industry, with proven success in establishing new customers, deepening customer relationships and delivering results.
• 6+ Months Santander experience related to the essential functions and responsibilities of the Sales and Service Banker role. District Executive, District Operations Manager and Region President endorsement of performance.
• 6+ Months Customer service experience within a high volume, fast paced and constantly changing environment.
• 6+ Months Cash handling experience.
• Established relationship-building skills with a focus 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 and services that meet customer needs.
• Experience in cross-selling products and services.
• Ability to work collaboratively in a team-oriented environment.
• Excellent communication, consultative and influence skills both verbal and written.
• Ability to display a credible, trustworthy, and professional image at all times.
• Proficient in using digital tools and technology to enhance customer engagement.
• Ability to follow directions, policies, and procedures.
• Ability to identify and elevate concerns of risk to appropriate channels.
• Understands the necessity and value of accuracy and attention to detail.
• Ability to work in a fast-paced environment and manage multiple priorities.
• Computer proficiency and basic math skills.
• Ability to work branch hours, which can include weekends and evenings.

Responsibilities

• Meet the financial needs of customers through transactions, servicing, and product solutions.
• Identify opportunities to grow banking relationships via branch activities and referrals.
• Develop and maintain relationships to understand customer financial needs.
• Collaborate with teammates to achieve branch goals and drive performance.
• Deliver an elevated, personalized customer experience and timely resolutions.
• Assist with digital banking education and self-service adoption.
• Conduct teller transactions accurately and efficiently, including deposits and transfers.
• Support custodianship, audits, and other operational tasks.
• Ensure compliance with regulatory requirements and internal risk policies.
• Support nearby branches as needed.

Skills

Customer service

Cash handling

Cross-selling

Relationship building

Communication skills

Digital banking tools

Team collaboration

Attention to detail

Education

High school diploma or GED

Bachelor’s Degree in related field

Tools

Microsoft Office

Job description

Santander in Hartford, CT, seeks a Sales and Service Banker to become a trusted advisor, handling teller transactions, educating customers on digital banking, and building lasting relationships. You’ll identify cross-sell opportunities while delivering superior service and helping customers meet financial needs.

The role emphasizes collaboration, compliance, and the ability to operate in a fast-paced environment. A demonstrated history in retail banking and strong communication are highly valued.