Relationship Banker: Trusted Advisor & Growth

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

Job summary

Santander US is seeking a Relationship Banker to serve as a trusted advisor, building long-term customer relationships and delivering tailored banking, lending, and investment solutions. The role focuses on proactive cross-selling, digital platform engagement, and delivering an exceptional customer experience across channels.

You will work with teammates to hit branch sales targets, maintain high service standards, and educate customers on self-service tools while ensuring compliance with

Qualifications

• Minimum 3+ years selling in incentive-based environment.
• Retail banking sales or related consultative sales experience is required.
• Experience with Santander or similar banks is preferred.
• Strong customer service and cross-selling track record.

Responsibilities

• Achieve or exceed sales targets by cross-selling banking products and services.
• Develop and maintain strong client relationships to understand financial needs.
• Prospect new clients through networking, referrals, and outreach.
• Meet customer financial needs including transactional, servicing, and product solutions.
• Deliver an elevated, personalized customer experience.
• Ensure compliance with regulatory requirements and internal policies.
• Collaborate with team to hit branch goals and drive performance.

Skills

Customer service

Communication

Sales skills

Relationship building

Teamwork

Digital tools

Computer basics

Education

High school diploma / GED

Bachelor’s degree (preferred)

Tools

Microsoft Office

Job description

Santander US is seeking a Relationship Banker to serve as a trusted advisor, building long-term customer relationships and delivering tailored banking, lending, and investment solutions. The role focuses on proactive cross-selling, digital platform engagement, and delivering an exceptional customer experience across channels.

You will work with teammates to hit branch sales targets, maintain high service standards, and educate customers on self-service tools while ensuring compliance with