Relationship Banking & Service Advisor

Santander US; Norwood (MA); On-site; USD 35,000 - 53,000; Full time

Job summary

Santander US is seeking a Sales and Service Banker to serve as a trusted advisor to customers, focusing on financial needs and goals. The role involves tailoring solutions across banking, lending, and investment products while delivering exceptional service and helping customers with digital tools.

The position emphasizes building strong relationships, cross-selling, and contributing to branch sales targets in a fast-paced environment.

Qualifications

• 6+ Months Customer service experience in a high-volume environment.
• 6+ Months Experience in Retail Banking sales or consultative relationship sales.
• 6+ Months Demonstrated Santander experience related to the essential functions and responsibilities.
• 6+ Months Experience in cash handling.
• Experience in cross-selling products and services.
• Excellent communication, consultative and influence skills both verbal and written.

Responsibilities

• Meet the financial needs of customers, including transactional, servicing, and product recommendations.
• Identify opportunities to grow banking relationships through branch activities and referrals.
• Develop and maintain client relationships to understand financial needs and provide tailored solutions.
• Collaborate with team to achieve branch goals and drive performance.
• Deliver an elevated customer experience with personalized, seamless service.
• Assist customers with digital banking tools and self-service options.
• Handle teller transactions with accuracy and efficiency, including deposits and transfers.
• Maintain cash drawer accuracy and support audits and operational tasks.
• Ensure compliance with regulatory requirements and internal policies.

Skills

Customer service

Sales experience

Banking knowledge

Cross-selling

Cash handling

Relationship building

Communication skills

Team collaboration

Digital tools proficiency

Attention to detail

Risk awareness

Time management

Adaptability

Problem solving

Basic math

Education

High school diploma, GED

Bachelor’s Degree (preferred)

Job description

Santander US is seeking a Sales and Service Banker to serve as a trusted advisor to customers, focusing on financial needs and goals. The role involves tailoring solutions across banking, lending, and investment products while delivering exceptional service and helping customers with digital tools.

The position emphasizes building strong relationships, cross-selling, and contributing to branch sales targets in a fast-paced environment.