Senior Relationship Banker: Drive High-Value Client Growth

Santander US; Smithfield (RI); Vor Ort; USD 54.000 - 90.000; Vollzeit

Zusammenfassung

Santander US is seeking a Senior Relationship Banker to manage a high-value client portfolio and drive new business by understanding customer needs and offering tailored financial products. You will work across branches and with partners to deliver exceptional client experiences in person, by phone, and through digital channels.

The role emphasizes risk-aware service, strong communication, and the ability to grow relationships with both consumer and small business clients.

Qualifikationen

• 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.
• 12+ Months Santander experience related to the role.
• 12+ Months customer service in a high-volume environment.
• Strong ability to cross-sell and manage a client portfolio.

Aufgaben

• Independently manage a portfolio of high value consumer and small business clients.
• Deepen relationships with new and existing customers through outreach.
• Be the Santander product expert and articulate benefits.
• Assess needs and identify opportunities to help achieve financial goals.
• Deliver needs-based solutions and collaborate with partners.
• Support branch goals and drive performance with team members.
• Engage customers via phone and digital channels for enhanced service.
• Ensure compliance with regulatory requirements and risk policies.

Kenntnisse

Sales experience

Financial services knowledge

Communication skills

Relationship management

Team collaboration

Ausbildung

High school diploma or GED (required)

Bachelor’s Degree (preferred)

FINRA Series 6/63 (preferred)

State insurance licenses (preferred)

Tools

MS Office

Jobbeschreibung

Santander US is seeking a Senior Relationship Banker to manage a high-value client portfolio and drive new business by understanding customer needs and offering tailored financial products. You will work across branches and with partners to deliver exceptional client experiences in person, by phone, and through digital channels.

The role emphasizes risk-aware service, strong communication, and the ability to grow relationships with both consumer and small business clients.