Relationship Banker: Grow Relationships & Cross-Sell

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

Job summary

Santander in Billerica, MA seeks a Relationship Banker to serve as a trusted advisor, building lasting relationships by understanding clients' financial goals and offering tailored banking, lending, and investment solutions.

You will cross-sell products, deliver exceptional service, access digital tools for customers, and collaborate with teammates to meet branch targets while maintaining compliance with regulatory requirements.

Qualifications

• 3+ years experience in incentive-based sales.
• 12+ months experience in retail banking or related sales role.
• 12+ months Santander experience in functions of the Relationship Banker role.
• 12+ months customer service in a high-volume environment.
• Established relationship-building focused on customer experience and loyalty.
• Excellent communication and influence skills, both verbal and written.

Responsibilities

• Achieve or exceed sales targets by cross-selling banking products and services.
• Develop and maintain strong client relationships to understand financial needs and provide tailored solutions.
• Proactively prospect for new clients through networking, referrals, lead calling, and community engagement.
• Meet customer financial needs including transactions, servicing, and product offerings.
• Deliver an elevated, personalized customer experience with seamless service.
• Collaborate with team members to reach branch goals and drive performance.

Skills

Sales experience

Customer service

Relationship building

Communication

Cross-selling

Education

High school diploma or GED

Bachelor’s degree preferred

Tools

Microsoft Office

Job description

Santander in Billerica, MA seeks a Relationship Banker to serve as a trusted advisor, building lasting relationships by understanding clients' financial goals and offering tailored banking, lending, and investment solutions.

You will cross-sell products, deliver exceptional service, access digital tools for customers, and collaborate with teammates to meet branch targets while maintaining compliance with regulatory requirements.