Relationship Banker: Trusted Advisor & Cross-Sell Expert

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

Job summary

Santander is seeking a Relationship Banker for the Downtown Worcester, MA branch. You will advise customers, build lasting relationships, and cross-sell banking, lending, and investment products while delivering outstanding service.

You’ll proactively identify opportunities, educate clients on digital tools, and help meet branch sales goals. The role requires 3+ years in retail banking or financial services sales, strong communication, and a customer‑driven approach; bilingual Spanish is a plus.

Qualifications

• High school diploma, GED or equivalent required.
• Bachelor’s Degree in related field preferred.
• 3+ years selling products in incentive-based environment.
• 12+ months retail banking or financial services sales experience.
• 12+ months Santander experience related to role.
• 12+ months customer service in high-volume environment.
• Excellent communication and relationship-building skills.
• Proficient with digital tools.

Responsibilities

• Achieve or exceed sales targets by cross-selling products and services.
• Develop and maintain relationships to understand clients' financial needs.
• Proactively prospect for new clients via networking, referrals, lead calling, and community engagement.
• Meet financial needs including transactional servicing and product delivery.
• Deliver personalized, seamless customer experience.
• Educate customers on digital banking tools.
• Ensure compliance with regulatory requirements and internal policies.
• Collaborate with team to achieve branch goals.
• Responsibilities may extend to nearby branches.

Skills

Sales skills

Retail banking experience

Customer service

Relationship building

Communication skills

Digital tools proficiency

Risk awareness

Team collaboration

Education

High school diploma or GED

Bachelor’s Degree preferred

Tools

Microsoft Office

Job description

Santander is seeking a Relationship Banker for the Downtown Worcester, MA branch. You will advise customers, build lasting relationships, and cross-sell banking, lending, and investment products while delivering outstanding service.

You’ll proactively identify opportunities, educate clients on digital tools, and help meet branch sales goals. The role requires 3+ years in retail banking or financial services sales, strong communication, and a customer‑driven approach; bilingual Spanish is a plus.