Relationship Banking Advisor

Santander; Scotch Plains (NJ); On-site; USD 35,000 - 53,000; Full time

Job summary

Santander in Scotch Plains, NJ seeks a Sales and Service Banker to become a trusted advisor helping customers meet financial goals with tailored banking, lending, and investment solutions. You will deliver exceptional service, handle teller transactions, and educate clients on digital tools while supporting branch goals.

Ideal candidates have retail banking experience, strong communication and relationship skills, and a track record of accurate cash handling and risk awareness.

Qualifications

• 12+ Months Experience selling products and/or services.
• 6+ Months Experience in Retail Banking sales or consultative relationship sales.
• 6+ Months Santander experience related to the essential functions and responsibilities of the Sales and Service Banker role.
• 6+ Months Customer service experience within a high volume, fast paced environment.
• 6+ Months Cash handling experience.
• Established relationship-building skills with a focus on customer experience and loyalty.
• Excellent customer service skills and a passion for helping others.
• Ability to learn and apply sales techniques to recommend products and services.
• Experience in cross-selling products and services.
• Ability to work collaboratively in a team-oriented environment.
• Excellent communication, consultative and influence skills.
• Ability to display a credible, trustworthy, and professional image at all times.
• Proficient in using digital tools and technology to enhance customer engagement.
• Ability to follow directions, policies, and procedures.
• Ability to identify and elevate concerns of risk to appropriate channels.
• Understands the necessity and value of accuracy and attention to detail.
• Ability to work in a fast-paced environment and manage multiple priorities.
• Computer proficiency and basic math skills.
• Ability to work branch hours, which can include weekends and evenings.

Responsibilities

• Meet the financial needs of the customer to include transactional, servicing, and product.
• Identify opportunities to grow banking relationships through branch activities, including calls, transactions, account support, portfolio management, and partner referrals.
• Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions.
• Collaborate with team members and partners to achieve branch goals and drive overall performance.
• Ensure an elevated customer experience, delivering personalized, seamless, and attentive service.
• Foster customer loyalty by addressing concerns and providing timely resolutions.
• Engage customers with 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.
• Perform teller transactions, including deposits, withdrawals, and transfers, while ensuring accuracy and efficiency.
• Handle cash and maintain accurate cash drawer balances.
• Assist with custodianship, audits, and other operational tasks.
• Ensure compliance with all regulatory requirements and internal policies related to risk and fraud defense.
• Time allocated to each core responsibility may vary depending on the branch needs.
• Responsibilities may extend to supporting nearby branch locations based on business necessity.

Skills

Customer service

Communication

Sales

Teamwork

Digital tools

Cash handling

Education

High school diploma

Bachelor’s degree preferred

Tools

Microsoft Office

Job description

Santander in Scotch Plains, NJ seeks a Sales and Service Banker to become a trusted advisor helping customers meet financial goals with tailored banking, lending, and investment solutions. You will deliver exceptional service, handle teller transactions, and educate clients on digital tools while supporting branch goals.

Ideal candidates have retail banking experience, strong communication and relationship skills, and a track record of accurate cash handling and risk awareness.