Relationship Banker: Build Trusted Client Partnerships

Santander; Boston (MA); On-site; USD 38,000 - 61,000; Full time

Job summary

Santander is seeking a Relationship Banker for Kenmore Square, MA to build trusted client relationships and deliver tailored banking, lending, and investment solutions. You will drive branch sales targets while providing exceptional service and educating customers on digital channels.

The role emphasizes cross-selling, compliance, and collaboration with team members to support branch growth. A strong sales and service background is required, with availability for varied branch hours.

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 in a related industry, with proven success in establishing new customers, deepening customer relationships and delivering results.
• 12+ Months Demonstrated successful Santander experience related to the essential functions and responsibilities of the Relationship Banker role. District Executive, District Operations Manager and Region President endorsement of performance.
• 12+ Months Customer service experience within a high volume, fast paced and constantly changing environment.
• 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 elevate concerns of risk to 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, which can include weekends and evenings.

Responsibilities

• Achieve or exceed sales targets by actively promoting and effectively cross selling various 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 & cross-selling

Customer service

Communication

Relationship building

Digital banking

Risk awareness

Education

High School Diploma or GED

Bachelor’s Degree in related field

Tools

Microsoft Office

Job description

Santander is seeking a Relationship Banker for Kenmore Square, MA to build trusted client relationships and deliver tailored banking, lending, and investment solutions. You will drive branch sales targets while providing exceptional service and educating customers on digital channels.

The role emphasizes cross-selling, compliance, and collaboration with team members to support branch growth. A strong sales and service background is required, with availability for varied branch hours.