Relationship Banker: Grow Trust & Cross-Sell

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

Job summary

Santander US in Brockton, MA is seeking a Relationship Banker to build lasting client relationships by understanding financial needs and offering tailored banking, lending, and investment solutions. You’ll cross-sell services, educate customers on digital tools, and deliver exceptional service to help drive branch sales targets.

In this role you will engage customers through multiple channels, ensure regulatory compliance, and collaborate with teammates to support branch growth.

Qualifications

• High school diploma or GED required.
• Bachelor’s Degree preferred.
• 3+ years sales in incentive-based environment.
• 12+ months retail banking sales experience.
• 12+ months Santander experience related to essential functions.
• 12+ months customer service in a high-volume environment.
• Established relationship-building skills focused 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.
• Ability to display a credible, trustworthy, professional image.
• 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 fast-paced environment and manage multiple priorities.
• Computer proficiency and basic math skills.
• Ability to work branch hours, weekends and evenings.

Responsibilities

• Achieve or exceed sales targets by promoting and cross-selling various banking products and services.
• Develop and maintain strong relationships with clients to understand financial needs and provide tailored solutions.
• Proactively prospect for new clients through networking, referrals, lead calling, portfolio management and community engagement.
• Meet financial needs of the customer including transactional, servicing, and product responsibilities.
• Deliver personalized, seamless, and attentive service to enhance customer experience.
• Engage customers through digital platforms to educate on self-service options.
• Communicate clearly with customers in person, over the phone, or through digital channels.
• Ensure compliance with regulatory requirements and internal policies related to risk and fraud defense.
• Collaborate with team members and partners to achieve branch goals and drive performance.
• Responsibilities may extend to nearby branches based on business needs.

Skills

Sales experience

Retail banking sales

Santander experience

Customer service

Relationship building

Communication skills

Digital tools

Risk awareness

Teamwork

Work flexibility

Math skills

Branch hours

Education

High school diploma or GED

Bachelor’s Degree

Tools

Microsoft Office

Job description

Santander US in Brockton, MA is seeking a Relationship Banker to build lasting client relationships by understanding financial needs and offering tailored banking, lending, and investment solutions. You’ll cross-sell services, educate customers on digital tools, and deliver exceptional service to help drive branch sales targets.

In this role you will engage customers through multiple channels, ensure regulatory compliance, and collaborate with teammates to support branch growth.