Relationship Banker: Build Trusted Client Relationships

Santander Consumer USA Inc.; New York (NY); On-site; USD 38,000 - 61,000; Full time

Job summary

Santander Consumer USA Inc. is seeking a Relationship Banker who serves as a trusted advisor to customers, focusing on building strong relationships by understanding financial needs and goals.

You will provide tailored banking, lending, and investment solutions with exceptional service. The role actively cross-sells services, prospect for new clients, supports branch sales targets, and ensures 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 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.
• 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 offerings.
• Ensure an elevated customer experience, delivering personalized, seamless, and attentive service.
• Collaborate with team members and partners to achieve branch goals and drive overall performance.

Skills

Relationship building

Cross-selling

Sales targets

Communication

Customer service

Digital banking tools

Team collaboration

Problem solving

Education

High school diploma or GED

Bachelor’s Degree preferred

Tools

Microsoft Office

Job description

Santander Consumer USA Inc. is seeking a Relationship Banker who serves as a trusted advisor to customers, focusing on building strong relationships by understanding financial needs and goals.

You will provide tailored banking, lending, and investment solutions with exceptional service. The role actively cross-sells services, prospect for new clients, supports branch sales targets, and ensures regulatory compliance.