Relationship Banker: Banking & Lending Advisor

Banco Santander (Brasil); Boston (MA); Sur place; USD 55 000 - 75 000; Plein temps

Résumé du poste

Banco Santander (Brasil) is seeking a Relationship Banker at Boylston Street, Boston, MA. The role emphasizes building strong client relationships, cross-selling banking and lending products, and delivering superior service while guiding customers through digital tools and self-service options.

The position requires a focus on sales targets, customer satisfaction, and compliance, with flexibility to cover nearby branches as needed in a fast-paced banking environment.

Qualifications

• 3+ years in incentive-based sales
• 12+ months retail banking or financial services sales
• 12+ months Santander experience in related functions
• 12+ months customer service in high-volume environment
• Strong relationship-building and loyalty focus
• Excellent communication and influence skills

Responsabilités

• Achieve or exceed sales targets by 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 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.
• 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.

Connaissances

Cross-selling

Customer service

Communication

Team collaboration

Digital tools

Formation

High school diploma or GED

Bachelor's degree preferred

Outils

CRM software

Digital banking tools

Description du poste

Banco Santander (Brasil) is seeking a Relationship Banker at Boylston Street, Boston, MA. The role emphasizes building strong client relationships, cross-selling banking and lending products, and delivering superior service while guiding customers through digital tools and self-service options.

The position requires a focus on sales targets, customer satisfaction, and compliance, with flexibility to cover nearby branches as needed in a fast-paced banking environment.