Relationship Banker

Jobtailor; New York (NY); On-site; USD 55,000 - 75,000; Full time

Job summary

Jobtailor is seeking a Relationship Banker in New York to drive sales of banking products and deliver personalized service. You will build trusted client relationships, understand financial needs, and cross-sell a range of banking solutions across channels.

The role requires a strong track record in sales, customer service excellence, and the ability to work in a fast-paced branch environment, including weekends and evenings. This position emphasizes regulatory compliance and customer loyalty.

Qualifications

• High school diploma or GED required.
• Bachelor's degree in related field or equivalent demonstrated through work experience preferred.
• 3+ years experience selling products and/or services in an incentive-based environment required.
• 12+ months experience in retail banking sales or related industry with proven success required.
• 12+ months Santander experience related to Relationship Banker functions with endorsements required.
• 12+ months customer service experience in a high-volume environment required.

Responsibilities

• Achieve or exceed sales targets by promoting and cross-selling banking products and services.
• Develop and maintain client relationships by understanding financial needs.
• Prospect for new clients through networking and referrals.
• Meet customers' transactional, servicing, and product needs.
• Deliver personalized, seamless customer service and address concerns promptly.
• Collaborate with team members to achieve branch goals and drive performance.

Skills

Sales experience

Customer service

Relationship building

Digital engagement

Compliance knowledge

Team collaboration

Education

High school diploma or GED

Bachelor's degree preferred

Tools

Microsoft Office

Digital tools

Job description

• Achieve or exceed sales targets by promoting and cross-selling banking products and services
• Develop and maintain client relationships by understanding financial needs and providing tailored solutions
• Prospect for new clients through networking, referrals, lead calling, portfolio management, and community engagement
• Meet customers' transactional, servicing, and product needs
• Deliver personalized, seamless, and attentive customer service
• Foster customer loyalty by addressing concerns and providing timely resolutions
• Engage customers through digital platforms and educate them on self-service options
• Communicate with customers in person, by phone, and through digital channels
• Ensure compliance with regulatory requirements and internal policies related to risk and fraud defense
• Collaborate with team members and partners to achieve branch goals and drive performance
• Support nearby branch locations based on business necessity

Requirements

• High school diploma or GED - Required
• Bachelor's Degree in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Preferred
• 3+ years experience selling products and/or services in an incentive-based environment - Required
• OR 12+ months experience in retail banking sales, financial services sales, or consultative relationship sales in a related industry, with proven success establishing new customers, deepening customer relationships, and delivering results - Required
• OR 12+ months demonstrated successful Santander experience related to the essential functions and responsibilities of the Relationship Banker role, with District Executive, District Operations Manager, and Region President endorsement of performance - Required
• 12+ months customer service experience within a high-volume, fast-paced, and constantly changing environment - Required
• Established relationship-building skills with a focus on customer experience and loyalty
• Excellent customer service skills and a passion for helping others
• Proven track record in sales and 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 escalat risk concerns through appropriate channels
• Ability to work in a fast-paced environment and manage multiple priorities
• Computer proficiency and basic math skills
• Ability to work branch hours, including weekends and evenings
• Legally authorized to work in the United States on a full-time basis without requiring employer sponsorship
• Preferred experience with Microsoft Office products

Core Competencies

Demonstrates strong relationship-building skills and a proven track record in sales and cross-selling banking products and services. Proficient in delivering exceptional customer service while ensuring compliance with regulatory requirements.

Highest-signal resume keywords

• Sales Experience
• Customer Service Skills
• Relationship Building
• Digital Engagement Proficiency
• Compliance Knowledge

ATS Optimization Keywords

Hard Skills

• Sales Targets Achievement
• Cross-Selling Banking Products
• Portfolio Management
• Risk and Fraud Defense Compliance
• Basic Math Skills

Soft Skills

• Excellent Communication Skills
• Team Collaboration
• Customer Loyalty Focus
• Problem-Solving Abilities
• Trustworthy Professional Image

Industry Keywords

• Retail Banking Sales
• Financial Services Sales
• Consultative Relationship Sales
• Customer Experience
• High-Volume Environment

Tools & Technologies

• Digital Tools Proficiency
• Microsoft Office Products