Relationship Banking Advisor

Banco Santander SA; Pennsylvania; Hybrid; USD 38,000 - 61,000; Full time

Job summary

Banco Santander SA is seeking a Relationship Banker to serve as a trusted advisor, helping customers meet financial goals and expanding relationships through tailored banking solutions. The role emphasizes high-quality service, proactive outreach, and compliance in a fast-paced branch environment.

The candidate will focus on cross-selling banking products, building loyalty, and delivering personalized experiences to clients across channels, including in-person and digital interactions.

Qualifications

• Experience selling products/services in an incentive-based environment.
• Proven ability to establish and deepen customer relationships.
• Strong customer service mindset with a sales orientation.

Responsibilities

• Serve as trusted advisor to customers by addressing financial needs and goals.
• Cross-sell banking, lending, and investment products while delivering exceptional service.
• Develop and maintain relationships; proactively prospect new clients via networking and referrals.
• Ensure compliance with regulatory requirements and internal risk policies.

Skills

Sales experience

Relationship building

Customer service

Cross-selling

Communication skills

Team collaboration

Education

High school diploma or GED

Bachelor’s degree (preferred)

Tools

Microsoft Office

Job description

Banco Santander SA is seeking a Relationship Banker to serve as a trusted advisor, helping customers meet financial goals and expanding relationships through tailored banking solutions. The role emphasizes high-quality service, proactive outreach, and compliance in a fast-paced branch environment.

The candidate will focus on cross-selling banking products, building loyalty, and delivering personalized experiences to clients across channels, including in-person and digital interactions.