Regional Relationship Banker & Team Coach

Santander US; East Patchogue (NY); On-site; USD 35,000 - 58,000; Full time

Job summary

Santander US is seeking a driven individual to support Region Banking Centers, handling customer transactions, needs-based conversations, and relationship building. You will learn about the bank's products, generate leads, and collaborate with business segments while coaching fellow bankers.

The role requires flexibility to travel to banking centers within the region and adherence to regulatory guidelines. A high school diploma is required; advanced degrees are preferred; 3–4 years of customer

Qualifications

• 3-4 years customer service and needs-based banking sales experience preferred
• 0-2 years supervisory experience preferred
• Working knowledge of all products and services.
• Keeps current with all systems used for branch transaction processing.
• Demonstrates strong customer service skills and the ability to support teamwork, creating a positive working environment.
• Ability to travel to various Banking Centers within the regions.

Responsibilities

• Responds to customers' needs in an accurate and timely fashion, capitalizing on resources and tools available.
• Evaluates needs of clients and offers appropriate financial products and services, through needs-based conversations, to build and deepen relationships.
• Perform routine teller transactions like deposits, withdrawals, check cash, loan payments and other transactions.
• Support segmentation strategy by implementing sales, retention, and other bank initiatives to execute Banking Center’s growth and profitability objectives.
• Expected to achieve/ exceed both individual and team goals in sales, service and operations.
• Maintains compliance with Federal and State regulations as well as bank policies and procedures. Meet/exceed branch audits and operations evaluation requirements.
• Assist with supervision of banking center colleagues offering coaching support to fellow bankers. Act as a role model and help onboard new bankers.
• Ability to adapt to business needs with scheduling and supporting banking centers within a Region.
• Responsible for building strong relationships with the banking center teams they support, as well as collaborative partnerships with business lines.

Skills

Customer service

Needs-based banking sales

Supervisory experience

Communication skills

Education

HS Diploma or GED

Advanced degrees

Job description

Santander US is seeking a driven individual to support Region Banking Centers, handling customer transactions, needs-based conversations, and relationship building. You will learn about the bank's products, generate leads, and collaborate with business segments while coaching fellow bankers.

The role requires flexibility to travel to banking centers within the region and adherence to regulatory guidelines. A high school diploma is required; advanced degrees are preferred; 3–4 years of customer