Relationship Banker: Trusted Financial Solutions Advisor

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

Job summary

Santander US is seeking a Relationship Banker in New York to build lasting client relationships, assess financial needs, and offer tailored banking solutions. You will promote cross-sell opportunities, deliver exceptional service, and educate customers on digital tools to empower self-service.

The role emphasizes strong communication, a customer-centric approach, and collaboration across branch teams to reach sales targets and enhance loyalty.

Qualifications

• 3+ Years Experience selling products and/or services in an incentive-based environment.
• 12+ Months Experience in Retail Banking sales, financial services sales or consultative relationship sales role in a related industry, with proven success in establishing new customers, deepening customer relationships and delivering results.
• 12+ Months Demonstrated Santander experience related to the essential functions and responsibilities of the Relationship Banker role. District Executive, District Operations Manager and Region President endorsement of performance.
• 12+ Months Customer service experience within a high volume, fast paced and constantly changing environment.
• Excellent communication, consultative and influence skills both verbal and written.

Responsibilities

• Achieve or exceed sales targets by actively promoting and effectively 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

Sales experience

Customer service

Cross-selling

Digital tools proficiency

Communication skills

Education

High school diploma or equivalent

Bachelor’s Degree (preferred)

Job description

Santander US is seeking a Relationship Banker in New York to build lasting client relationships, assess financial needs, and offer tailored banking solutions. You will promote cross-sell opportunities, deliver exceptional service, and educate customers on digital tools to empower self-service.

The role emphasizes strong communication, a customer-centric approach, and collaboration across branch teams to reach sales targets and enhance loyalty.