Relationship Advisor: Banking & Digital Solutions

Santander US; Wyncote (Montgomery County); On-site; USD 38,000 - 61,000; Full time

Job summary

Santander US in the United States is seeking a Relationship Banker who serves as a trusted advisor, building long-term relationships and offering tailored banking, lending, and investment solutions while delivering outstanding customer service.

You will cross-sell, meet branch sales targets, engage with customers across channels, and support the bank's growth objectives while ensuring regulatory compliance.

Qualifications

• 3+ Years Experience selling products and/or services in an incentive-based environment.
• 12+ Months Experience in Retail Banking sales, financial services sales or consultative relationship sales role with proven success.
• 12+ Months Demonstrated Santander experience related to essential functions and responsibilities of the Relationship Banker role.

Responsibilities

• Achieve or exceed sales targets by actively promoting and cross selling banking products and services to existing and prospective customers.
• Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions.
• Proactively prospect for new clients through internal and outbound interactions such as networking, referrals, lead calling, portfolio management and community engagement.
• Responsible for meeting the financial needs of the customer to include transactional, servicing, and product.
• Ensure an elevated customer experience, delivering personalized, seamless, and attentive service.
• Foster customer loyalty by addressing concerns and providing timely resolutions.
• Engage customers through digital platforms to enhance customer interactions and educate them on self-service options.
• Communicate clearly and effectively with customers in person, over the phone, or through digital channels.
• Ensure compliance with all regulatory requirements and internal policies related to risk and fraud defense.
• Collaborate with team members and partners to achieve branch goals and drive overall performance.
• Responsibilities may extend to supporting nearby branch locations based on business necessity.

Skills

Sales experience

Retail banking

Customer service

Cross-selling

Digital tools proficiency

Team collaboration

Communication

Education

High school diploma, GED

Bachelor’s degree (preferred)

Job description

Santander US in the United States is seeking a Relationship Banker who serves as a trusted advisor, building long-term relationships and offering tailored banking, lending, and investment solutions while delivering outstanding customer service.

You will cross-sell, meet branch sales targets, engage with customers across channels, and support the bank's growth objectives while ensuring regulatory compliance.