Relationship Banker: Trusted Advisor & Growth Driver

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

Job summary

Santander is seeking a Relationship Banker for Plainville, MA, focusing on building strong customer relationships and tailoring banking solutions to meet financial goals. The role emphasizes cross-selling, service excellence, and a proactive approach to customer education on digital tools.

The position requires staying compliant with regulatory standards while delivering a seamless in-branch experience and collaborating with teammates to meet branch targets.

Qualifications

• High school diploma or GED required; bachelor’s preferred.
• 3+ years experience selling banking products or 12+ months in retail banking/relationship sales, with proven results.
• Strong customer service, relationship-building and cross-selling abilities.

Responsibilities

• Achieve or exceed sales targets by cross-selling banking products and services to customers and prospects.
• Develop and maintain relationships to understand clients’ financial needs and provide tailored solutions.
• Prospect for new clients through referrals, calls, networking, and community engagement.
• Meet customers’ transactional, servicing, and product needs with an elevated service experience.
• Engage customers via digital channels to promote self-service tools and improve engagement.
• Communicate clearly with customers in person, by phone, or online; ensure compliance with regulations and policies.
• Collaborate with team members to achieve branch goals and support other locations as needed.

Skills

Sales experience

Customer service

Relationship building

Communication skills

Digital banking

Team collaboration

Education

High school diploma or GED

Bachelor’s Degree preferred

Tools

MS Office

Job description

Santander is seeking a Relationship Banker for Plainville, MA, focusing on building strong customer relationships and tailoring banking solutions to meet financial goals. The role emphasizes cross-selling, service excellence, and a proactive approach to customer education on digital tools.

The position requires staying compliant with regulatory standards while delivering a seamless in-branch experience and collaborating with teammates to meet branch targets.