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Relationship Banker, Hanover, PA

Santander USA

Hanover (York County)

On-site

USD 45,000 - 60,000

Full time

Yesterday
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Job summary

A leading financial institution is seeking a Relationship Banker in Hanover, PA, to identify sales prospects and manage client relationships. The role involves engaging customers, generating leads, and providing tailored financial solutions. Ideal candidates will have a Bachelor's degree and experience in sales, with a strong focus on customer service and relationship management.

Qualifications

  • 3-5 years in selling products/services in incentive-based environments.
  • 6 months cash handling experience.

Responsibilities

  • Engages customers to assist and educate on transactions.
  • Sources new customers through various outreach methods.
  • Creates customized solutions for clients.

Skills

Relationship building
Customer needs assessment
Consultative sales
Communication
Financial acumen
Diversity & inclusion awareness

Education

Bachelor's Degree in Business Management
Bachelor's Degree in Finance

Job description

Relationship Banker, Hanover, PA

Country: United States of America

WHAT YOU WILL BE DOING

USA Job Family Description: Identifies and pursues new sales prospects within existing or untapped markets. Gathers market intelligence, generates leads, and develops proposals/campaigns to garner new business, ensuring a consistent flow of new revenues to the company. Uses knowledge of markets, industries, and clients to determine demand, future trends, and potential projects. Works with pre-developed lead lists to generate business and identify new customer prospects.

USA Job Function Description: Responsible for client relationships, including attracting and retaining new clients and strengthening current relationships. Activities include maximizing cross-sales opportunities through customer profiling with the goal of cultivating interest in other business banking products. Provides support to help clients coordinate solutions, manage accounts, obtain advice, and administer services. Ensures customer questions and issues are answered correctly and efficiently by documenting and identifying trends in customer service needs. Resolves and oversees customer issues related to consulting, information, and software services, solutions, and products. Makes presentations to potential clients and contributes to achieving sales targets.

Essential Functions/Responsibilities
  • Engages customers in the lobby to assist, educate, and train on conducting transactions through self-service technologies.
  • Participates in weekly partnership meetings and joint calls with branch partners.
  • Sources new customers through outbound calling, referrals, lobby engagement, and branch partnerships to increase profitability.
  • Uses Explore process to acquire and deepen relationships.
  • Creates customized solutions for clients to help achieve their financial goals.
  • Ensures customers are connected to appropriate partners to meet their needs, driving revenue growth.
  • Proactively manages risk in all transactions, leveraging available tools.
Qualifications

Education: Bachelor's Degree or equivalent work experience in Business Management, Finance, or related field (preferred).

Work Experience: 3-5 years in selling products/services in incentive-based environments; 6 months cash handling experience.

Skills and Abilities: Relationship building, customer needs assessment, consultative sales, communication, financial acumen, diversity & inclusion awareness.

Additional Information

Santander values diversity and is an equal opportunity employer. We encourage everyone to apply. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, veteran status, or other protected characteristics.

Work conditions involve minimal physical effort, with occasional lifting up to fifty pounds, bending, kneeling, and climbing ladders.

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