Relationship Banker: Trusted Advisor for Financial Growth

Santander US; Manalapan Township (NJ); On-site; USD 38,000 - 61,000; Full time

Benefits offered by this job

Benefits package

Career growth opportunities

Job summary

Santander US in the United States is seeking a Relationship Banker to build trusted, long-lasting client relationships, assess financial needs, and tailor solutions across banking, lending, and investment products while delivering exceptional service.

You will actively cross-sell, meet branch targets, and engage customers through digital channels, with the ability to work weekends and evenings as required, in a fast-paced, compliance-driven environment.

Qualifications

• 3+ years experience selling products and/or services in an incentive-based environment.
• 12+ months experience in Retail Banking sales or consultative relationship sales with proven success.
• 12+ months Santander experience related to the essential functions and responsibilities of the Relationship Banker role.
• 12+ months customer service experience in a high-volume, fast-paced 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 written skills.
• 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.

Responsibilities

• Achieve or exceed sales targets by actively promoting and cross-selling banking products and services.
• Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions.
• Proactively prospect for new clients through 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 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 defence.
• 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.

Skills

Sales experience

Retail banking sales

Cross-selling

Customer service

Relationship building

Communication skills

Team collaboration

Digital tools proficiency

Education

High School Diploma

Bachelor's Degree preferred

Tools

Microsoft Office

Digital banking tools

Job description

Santander US in the United States is seeking a Relationship Banker to build trusted, long-lasting client relationships, assess financial needs, and tailor solutions across banking, lending, and investment products while delivering exceptional service.

You will actively cross-sell, meet branch targets, and engage customers through digital channels, with the ability to work weekends and evenings as required, in a fast-paced, compliance-driven environment.