Relationship Banker, Plainville-Messenger Street, Plainville, MA

Banco Santander (Brasil); Plainville (CT); On-site; USD 55,000 - 90,000; Full time

Job summary

Santander is seeking a Relationship Banker in Plainville, MA. You will build lasting relationships, understand customers' financial needs, and tailor solutions across banking, lending, and investments while delivering exceptional service.

The role emphasizes cross-selling, proactive prospecting, and educating customers on digital banking tools to improve self-service and loyalty. Occasional branch support may be required.

Qualifications

• 3+ years experience selling products in an incentive-based environment.
• 12+ months in retail banking sales or related roles with proven success.
• 12+ months Santander experience related to the role.
• 12+ months customer service in a high-volume environment.
• Strong relationship-building skills focused on customer experience.
• Excellent communication and influence skills, both written and verbal.
• Ability to work collaboratively in a team environment.
• Proficient with digital tools to engage customers.

Responsibilities

• Achieve or exceed sales targets by cross-selling banking products.
• Develop and maintain relationships to understand financial needs.
• Prospect for new clients via referrals, calls, and community engagement.
• Meet the financial needs of customers including transactions and servicing.
• Deliver personalized, seamless, attentive service to enhance experience.
• Foster loyalty by addressing concerns and providing timely resolutions.
• Engage customers through digital channels and educate on self-service tools.
• Communicate clearly with customers in person, phone, or digital channels.
• Ensure regulatory compliance and adherence to internal risk policies.
• Collaborate with team members and partners to achieve branch goals.
• Occasionally support nearby branches based on business needs.

Skills

Relationship building

Sales experience

Customer service

Cross-selling

Communication

Team collaboration

Education

High school diploma or GED

Bachelor's Degree

Job description

Relationship Banker, Plainville-Messenger Street, Plainville, MA

Country: United States of America

It Starts With You

Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer‑centric transformation that values bold thinking, innovation, and the courage to challenge what’s possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference.

The Difference You Make

As a Relationship Banker you serve as a trusted advisor to customers, focusing on building strong, long‑lasting relationships by understanding their financial needs and goals. This role involves providing tailored solutions for banking, lending and investment products while delivering exceptional customer service. Relationship Bankers proactively engage with customers to identify opportunities for cross‑selling services, resolving issues, and educating them on digital banking tools. You collaborate with other team members to drive branch sales targets and contribute to the overall success of the bank. Your primary goal is to enhance customer satisfaction and loyalty while supporting the bank's growth objectives.

• 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.
• Ensure an elevated customer experience, delivering personalized, seamless, and attentive service.
• Foster customer loyalty by addressing concerns and providing timely resolutions.
• Engage customers through 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.
• Ensure compliance with all regulatory requirements and internal policies related to risk and fraud defense.
• Collaborate with team members and partners to achieve branch goals and drive overall performance.
• Responsibilities may extend to supporting nearby branch locations based on business necessity.

What You Bring

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education

• High school diploma or GED: - Required
• Bachelor's Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Preferred

Qualifications

• 3+ Years Experience selling products and/or services in an incentive‑based environment - Required. (OR)
• 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 - Required. (OR)
• 12+ Months Demonstrated successful Santander experience related to the essential functions and responsibilities of the Relationship Banker role. District Executive, District Operations Manager and Region President endorsement of performance - Required. (AND)
• 12+ Months Customer service experience within a high volume, fast paced and constantly changing environment - Required.
• 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.

Certifications

No Certifications listed for t