Senior Relationship Banker — Consumer & Business Banking

Banco Santander (Brasil); Acton (MA); In loco; USD 70.000 - 110.000; Tempo pieno

Descrizione del lavoro

Santander is seeking a Consumer and Business Banking Senior Relationship Banker in Acton, MA. You will independently manage a portfolio of high value consumer and small business clients, deepen relationships, and drive cross-sell opportunities by profiling needs and offering appropriate Santander products.

You will deliver an exceptional customer experience in-branch, by phone, and with business partners. You will collaborate with teammates to achieve branch goals, engage clients through digital

Competenze

• 5+ Years Experience selling products and/or services in an incentive-based environment.
• 2+ Years in Financial Services with direct experience acquiring new client relationships and developing existing client relationships.
• 12+ Months Demonstrated Santander experience related to the essential functions and responsibilities of the Relationship Banker role. District endorsement of performance.
• 12+ Months Customer service experience within a high volume, fast paced environment.
• Motivated to help people achieve financial goals.
• Strong financial acumen with knowledge of consumer and small business products, and lending.
• Proven track record in sales and cross-selling products and services.
• Proven ability to manage a portfolio of clients effectively.
• Proven relationship-building skills and a customer-centric approach.
• Ability to work in a team and build relationships with colleagues and partners.
• Ability to use critical thinking to solve problems and provide solutions.
• Excellent verbal and written communication and influence skills.
• Proficiency using the phone to engage with customers.
• Ability to display a credible, trustworthy, professional image.

Mansioni

• Independently manage a portfolio comprised of high value consumer and small business clients.
• Proactively deepen relationships with new and existing customers via early engagement calls and outreach.
• Be the expert on Santander products and articulate benefits based on customer needs.
• Assess customer needs and identify opportunities to help achieve financial goals.
• Recommend and deliver needs-based solutions and introduce key partners.
• Collaborate with teammates and partners to achieve branch goals.
• Participates in joint calls with Product partners to deepen relationships.
• Ensure elevated customer experience with personalized, seamless service.
• Engage customers through digital platforms and educate them on self-service options.
• Use critical thinking to resolve client inquiries and challenges.
• Communicate clearly with customers in person, by phone, or digitally.
• Ensure compliance with regulatory requirements and internal policies.
• Possibly support nearby branches based on business needs.

Conoscenze

Sales experience

Financial services

Portfolio management

Customer relationships

Cross-selling

Communication skills

Problem solving

Team collaboration

Regulatory compliance

Phone and digital engagement

Formazione

High school diploma or GED

Bachelor's degree preferred

Descrizione del lavoro

Santander is seeking a Consumer and Business Banking Senior Relationship Banker in Acton, MA. You will independently manage a portfolio of high value consumer and small business clients, deepen relationships, and drive cross-sell opportunities by profiling needs and offering appropriate Santander products.

You will deliver an exceptional customer experience in-branch, by phone, and with business partners. You will collaborate with teammates to achieve branch goals, engage clients through digital