Relationship Advisor — Banking Solutions & Growth

Banco Santander SA; Wellesley (MA); On-site; USD 38,000 - 61,000; Full time

Job summary

Banco Santander SA in Wellesley, MA is seeking a Relationship Banker to serve as a trusted advisor to customers, building long-term relationships while understanding financial needs and goals. You will tailor solutions across banking, lending and investments, drive branch sales, and educate clients on digital tools, delivering an elevated, personalized experience.

The role requires strong communication, a service mindset, and ability to meet regulatory requirements; weekend/evening hours may be

Qualifications

• High school diploma or GED required; bachelor’s degree preferred.
• Experience in selling banking products in incentive-based environment or retail banking sales is preferred.
• Ability to meet sales targets while maintaining customer service quality.

Responsibilities

• Serve as trusted advisor to customers, building strong, long-lasting relationships.
• Identify opportunities for cross-selling banking, lending, and investment products.
• Educate customers on digital banking tools and self-service options.
• Collaborate with team to achieve branch sales goals and ensure regulatory compliance.

Skills

Customer service

Relationship building

Cross-selling products

Communication skills

Digital banking tools

Compliance awareness

Sales targets

Education

High school diploma or GED

Bachelor’s degree preferred

Tools

Microsoft Office

CRM software

Job description

Banco Santander SA in Wellesley, MA is seeking a Relationship Banker to serve as a trusted advisor to customers, building long-term relationships while understanding financial needs and goals. You will tailor solutions across banking, lending and investments, drive branch sales, and educate clients on digital tools, delivering an elevated, personalized experience.

The role requires strong communication, a service mindset, and ability to meet regulatory requirements; weekend/evening hours may be