Relationship Banking & Service Advisor

Santander US; Trenton (NJ); On-site; USD 35,000 - 53,000; Full time

Job summary

Santander US is seeking a Sales and Service Banker to act as a trusted advisor, delivering tailored banking, lending, and investment solutions while providing exceptional customer service. You will engage with customers to meet their financial needs, process teller transactions, identify cross-sell opportunities, and educate them on digital banking tools.

This role supports branch goals in a fast-paced retail environment.

Qualifications

• High school diploma or GED required; bachelor’s degree preferred.
• 6+ months in retail banking or sales with proven success.
• 6+ months customer service in a fast-paced environment.
• Cash handling experience and ability to learn sales techniques.
• Strong communication, relationship-building, and teamwork.

Responsibilities

• Meet customer financial needs through transactional, servicing, and product guidance.
• Identify opportunities to grow banking relationships via branch activities.
• Develop relationships and provide tailored financial solutions across products.
• Collaborate with team to achieve branch goals and drive performance.
• Deliver exceptional customer experience and educate on digital tools.
• Handle teller transactions, cash drawer accuracy, and risk/compliance.

Skills

Customer service

Sales techniques

Cross-selling

Communication skills

Team collaboration

Digital tools

Cash handling

Attention to detail

Time management

Problem-solving

Education

High school diploma, GED

Bachelor’s Degree: related field (Preferred)

Tools

Microsoft Office

Job description

Santander US is seeking a Sales and Service Banker to act as a trusted advisor, delivering tailored banking, lending, and investment solutions while providing exceptional customer service. You will engage with customers to meet their financial needs, process teller transactions, identify cross-sell opportunities, and educate them on digital banking tools.

This role supports branch goals in a fast-paced retail environment.