Sales and Service Banker, Glen Forest, Methuen, MA

Banco Santander (Brasil); Methuen (MA); On-site; USD 42,000 - 68,000; Full time

Job summary

Santander in Methuen, MA is seeking a Sales and Service Banker to build strong customer relationships, understand financial needs, and offer tailored banking, lending, and investment solutions. You will assist with teller transactions, promote digital banking tools, and work with teammates to meet branch goals.

The role emphasizes delivering elevated service, managing risk, and helping customers achieve their financial objectives in a fast-paced branch environment.

Qualifications

• 12+ Months Experience selling products and/or services.
• 6+ Months Experience in Retail Banking sales or consultative relationship sales.
• 6+ Months Santander experience related to the role.
• 6+ Months Customer service experience in a high-volume environment.
• 6+ Months Cash handling experience.
• Established relationship-building skills focused on customer experience and loyalty.
• Excellent customer service and ability to help others.
• Ability to learn and apply sales techniques to meet customer needs.
• Experience in cross-selling products and services.
• Team-oriented and collaborative.
• Excellent communication and written skills.
• Professional, credible image at all times.
• Proficient with digital tools to engage customers.

Responsibilities

• Advise customers on banking, lending, and investment products.
• Provide tailored financial solutions and exceptional service.
• Identify cross-sell opportunities and drive branch sales targets.
• Maintain accurate cash handling and teller transactions.
• Educate customers on digital banking tools and self-service options.
• Ensure compliance with regulatory requirements and internal policies.

Skills

Sales experience

Retail banking sales

Cross-selling

Customer service

Communication skills

Team collaboration

Digital tools proficiency

Risk awareness

Professional image

Education

High school diploma or GED

Bachelor's degree (preferred)

Job description

Sales and Service Banker, Glen Forest, Methuen, MA

Country: United States of America

It Starts With You:

Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what's possible. This is more than a strategic shift. It's a chance for driven professionals to grow, learn, and make a real difference.

If you are interested in exploring the possibilities We Want to Talk to You!

The Difference You Make:

The Sales and Service Banker serves as a trusted advisor to customers with a focus on building strong, long-lasting relationships by understanding their financial needs and goals. This role involves providing tailored solutions for banking, lending, and investment products while delivering exceptional customer service, minimizing risk and defending against fraud. Sales and Service Bankers proactively engage with customers assisting with various financial needs, processing teller transactions, identifying cross-sell opportunities, resolving issues, and educating them on digital banking tools. Collaborating with team members to drive branch sales targets and contribute to the overall success of the bank.

Responsible for meeting the financial needs of the customer to include transactional, servicing, and product.

Identify opportunities to grow banking relationships through branch activities, including calls, transactions, account support, portfolio management, and partner referrals.

Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions.

Collaborate with team members and partners to achieve branch goals and drive overall performance.

Ensure an elevated customer experience, delivering personalized, seamless, and attentive service.

Foster customer loyalty by addressing concerns and providing timely resolutions.

Engage customers with digital platforms to enhance customer interactions and educate them on self-service options.

Communicate clearly and effectively with customers in person, over the phone, or through digital channels.

Perform teller transactions, including deposits, withdrawals, and transfers, while ensuring accuracy and efficiency.

Handle cash and maintain accurate cash drawer balances.

Assist with custodianship, audits, and other operational tasks.

Ensure compliance with all regulatory requirements and internal policies related to risk and fraud defense.

Time allocated to each core responsibility may vary depending on the branch needs.

Responsibilities may extend to supporting nearby branch locations based on business necessity.

What You Bring:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education:

• High school diploma, or GED - Required
• Bachelor's Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Preferred

Qualifications:

• 12+ Months Experience selling products and/or services - Required. (OR)
• 6+ Months Experience in Retail Banking sales, financial services sales or consultative relationship sales role in a related industry, with proven success in establishing new customers, deepening customer relationships and delivering results - Required. (OR)
• 6+ Months Demonstrated successful Santander experience related to the essential functions and responsibilities of the Sales and Service Banker role. District Executive, District Operations Manager and Region President endorsement of performance - Required. (AND)
• 6+ Months Customer service experience within a high volume, fast paced and constantly changing environment - Required. (AND)
• 6+ Months Cash handling experience - Required.
• Established relationship-building skills with a focus on customer experience and loyalty.
• Excellent customer service skills and a passion for helping others.
• Ability to learn and apply sales techniques to recommend products and services that meet customer needs.
• Experience in cross-selling products and services.
• Ability to work collaboratively in a team-oriented environment.
• Excellent communication, consultative and influence skills both verbal and written.
• Ability to display a credible, trustworthy, and professional image at all times.
• Proficient in using digital tools and technology to enhance customer engagement.
• Ability to follow directions, policies, and procedures.
• Ability to identify and escape concerns of risk to appropriate channels.
• Understands the necessity and value of accuracy and attention to detail.
• Ability to work in a f