Relationship Banking Advisor: Grow Client Relationships

Santander Consumer USA Inc.; New York (NY); On-site; USD 38,000 - 61,000; Full time

Job summary

Santander is seeking a Relationship Banker to build long‑lasting customer relationships by understanding financial needs and delivering tailored banking, lending, and investment solutions. You will cross-sell services, resolve issues, and educate customers on digital tools.

The role emphasizes exceptional customer service, teamwork, and contributing to branch sales targets while supporting growth objectives in a dynamic retail banking environment.

Qualifications

• 3+ years experience selling products in incentive-based environment.
• 12+ months experience in retail banking sales or consultative relationship sales role with proven success.
• 12+ months Santander experience related to the essential functions and responsibilities of the Relationship Banker role.
• 12+ months customer service experience in high-volume, fast-paced environment.
• Established relationship-building skills focused on customer experience and loyalty.
• Excellent customer service and communication skills, with ability to influence.

Responsibilities

• Serve as a trusted advisor to customers and understand financial needs.
• Identify opportunities for cross-selling banking, lending, and investment products.
• Educate customers on digital banking tools and services.
• Collaborate with team to drive branch sales targets and customer satisfaction.
• Maintain professional image and contribute to bank growth objectives.

Skills

Relationship building

Customer service

Sales / cross-selling

Communication skills

Digital banking tools

Team collaboration

Problem solving

Attention to risk

Basic math

Scheduling versatility

Education

High school diploma and GED

Bachelor’s Degree

Job description

Santander is seeking a Relationship Banker to build long‑lasting customer relationships by understanding financial needs and delivering tailored banking, lending, and investment solutions. You will cross-sell services, resolve issues, and educate customers on digital tools.

The role emphasizes exceptional customer service, teamwork, and contributing to branch sales targets while supporting growth objectives in a dynamic retail banking environment.