Relationship Banker: Financial Solutions & Service

Santander US; East Wareham (MA); On-site; USD 35,000 - 53,000; Full time

Job summary

Santander US is seeking a Sales and Service Banker to serve customers with tailored banking solutions, focusing on relationship-building and cross-selling across banking, lending, and investment products.

You will engage customers in-branch and via digital channels, perform teller duties, maintain accuracy in cash handling, and partner with teammates to hit branch sales targets while upholding risk and fraud controls.

Qualifications

• 12+ months experience selling products and/or services.
• 6+ months experience in retail banking sales or related role with proven results.
• 6+ months Santander experience related to the essential functions and responsibilities.
• 6+ months customer service in a high-volume, fast-paced environment.
• 6+ months cash handling experience.
• Excellent communication, consultative and influence skills.
• Ability to learn and apply sales techniques to recommend products and services.
• Ability to work collaboratively in a team-oriented environment.

Responsibilities

• Meet the financial needs of the customer to include transactional, servicing, and product.
• Identify opportunities to grow banking relationships through branch activities, including calls, transactions, account support, portfolio management, and partner referrals.
• Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions.
• Collaborate with team members and partners to achieve branch goals and drive overall performance.
• Ensure an elevated customer experience, delivering personalized, seamless, and attentive service.
• Foster customer loyalty by addressing concerns and providing timely resolutions.
• Engage customers with 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.
• Perform teller transactions, including deposits, withdrawals, and transfers, while ensuring accuracy and efficiency.
• Handle cash and maintain accurate cash drawer balances.
• Assist with custodianship, audits, and other operational tasks.
• Ensure compliance with all regulatory requirements and internal policies related to risk and fraud defense.

Skills

Customer service

Cross-selling

Communication

Relationship building

Digital literacy

Sales techniques

Education

High school diploma

Bachelor’s Degree preferred

Tools

Microsoft Office

Job description

Santander US is seeking a Sales and Service Banker to serve customers with tailored banking solutions, focusing on relationship-building and cross-selling across banking, lending, and investment products.

You will engage customers in-branch and via digital channels, perform teller duties, maintain accuracy in cash handling, and partner with teammates to hit branch sales targets while upholding risk and fraud controls.