Relationship Banking Specialist

United States Digital Space LLC; Plymouth (MA); On-site; USD 35,000 - 53,000; Full time

Job summary

Santander is seeking a Sales and Service Banker to build lasting customer relationships and understand financial needs. You will deliver tailored banking, lending, and investment solutions while providing exceptional service and educating customers on digital channels.

Responsibilities include processing teller transactions, cross-selling, and driving branch performance in a fast-paced environment while ensuring risk and fraud defenses are upheld.

Qualifications

• 12+ Months Experience selling products and/or services.
• 6+ Months Experience in Retail Banking sales or related role.
• Experience in cross-selling and building customer relationships.
• Ability to learn and apply sales techniques.

Responsibilities

• Meet branch sales targets and develop client relationships.
• Process teller transactions with accuracy and efficiency.
• Educate customers on digital banking tools and self-service options.
• Identify cross-sell opportunities and refer to products/services.
• Ensure compliance with regulatory requirements and risk controls.

Skills

Sales experience

Cash handling

Customer service

Cross-selling

Financial products knowledge

Communication skills

Team collaboration

Education

Bachelor’s Degree

High school diploma or GED

Job description

Santander is seeking a Sales and Service Banker to build lasting customer relationships and understand financial needs. You will deliver tailored banking, lending, and investment solutions while providing exceptional service and educating customers on digital channels.

Responsibilities include processing teller transactions, cross-selling, and driving branch performance in a fast-paced environment while ensuring risk and fraud defenses are upheld.