Relationship Banker: Trusted Banking Advisor

Santander US; New York (NY); On-site; USD 38,000 - 61,000; Full time

Job summary

Santander US in New York is seeking a Relationship Banker to serve as a trusted advisor, building long‑lasting relationships by understanding customers' financial needs and goals. You will offer tailored banking, lending, and investment solutions while delivering exceptional service.

You will actively pursue cross-selling opportunities, meet branch sales targets, ensure regulatory compliance, and contribute to a seamless, digital-first customer experience across in-person and remote channels.

Qualifications

• 3+ years experience selling products/services in an incentive-based environment.
• 12+ months experience in Retail Banking sales or consultative relationship sales in a related industry.
• 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 with a focus on customer experience and loyalty.
• Excellent communication, consultative and influence skills in verbal and written form.

Responsibilities

• Achieve or exceed sales targets by actively promoting and 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.

Skills

Relationship building

Cross-selling

Customer service

Communication skills

Digital tools

Teamwork

Regulatory compliance

Time management

In-person/phone communication

Education

High school diploma or GED

Bachelor’s Degree in related field

Tools

Microsoft Office

Job description

Santander US in New York is seeking a Relationship Banker to serve as a trusted advisor, building long‑lasting relationships by understanding customers' financial needs and goals. You will offer tailored banking, lending, and investment solutions while delivering exceptional service.

You will actively pursue cross-selling opportunities, meet branch sales targets, ensure regulatory compliance, and contribute to a seamless, digital-first customer experience across in-person and remote channels.