Relationship Banking Specialist

American Accounting Association; East Wareham (MA); On-site; USD 35,000 - 53,000; Full time

Job summary

Santander is seeking a Sales and Service Banker in Wareham, MA to build trusted customer relationships and provide tailored banking, lending, and investment solutions. You will engage customers, process teller transactions, identify cross-sell opportunities, and educate on digital banking tools.

The role emphasizes delivering exceptional service, reducing risk, and collaborating with team members to achieve branch goals. Strong communication and accuracy are essential.

Qualifications

• High school diploma or equivalent required.
• Bachelor's Degree in related field preferred.
• 12+ months experience selling products or services required.
• 6+ months experience in retail banking sales or related field required.
• Experience with cross-selling and relationship building encouraged.

Responsibilities

• Meet customer financial needs through transactions and product offerings.
• Identify opportunities to grow banking relationships via branch activities.
• Develop and maintain relationships to understand financial needs and provide solutions.
• Collaborate with team to achieve branch goals and drive performance.
• Ensure elevated customer experience with personalized service and timely resolutions.
• Handle teller transactions accurately and maintain cash drawer balance.
• Ensure compliance with regulatory requirements and internal policies.

Skills

Customer service

Cash handling

Cross-selling

Communication skills

Teamwork

Attention to detail

Sales techniques

Digital banking

Education

High school diploma

Bachelor's Degree

Tools

Microsoft Office

Job description

Santander is seeking a Sales and Service Banker in Wareham, MA to build trusted customer relationships and provide tailored banking, lending, and investment solutions. You will engage customers, process teller transactions, identify cross-sell opportunities, and educate on digital banking tools.

The role emphasizes delivering exceptional service, reducing risk, and collaborating with team members to achieve branch goals. Strong communication and accuracy are essential.