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Relationship Banker, Brick, NJ

$38,250 - $59,000/Yr

Banco Santander Brazil - Brick, NJ

posted 9 days ago

Full-time - Entry Level
Brick, NJ
Credit Intermediation and Related Activities

About the position

The Relationship Banker plays a key role within our Retail division and is responsible for delivering personalized financial strategies to clientele through banking and borrowing needs, as well as investment services. The primary objective of this trusted advisor is to grow client assets, retain and acquire new clients. This role will require a holistic delivery of outstanding service and sales solutions to meet clients financial needs and goals. USA Job Function Description: Responsible for client relationships, including attracting and retaining new clients and strengthening current relationships. Activities include maximizing cross-sales opportunities through customer profiling with the ultimate goal of cultivating interest in other business banking products. Provides support to help clients coordinate solutions, manage accounts, obtain advice and administer services. Ensures customer questions and issues are answered correctly and efficiently by documenting and identifying trends in customer service needs. Resolves and oversees customer issues surrounding consulting, information, and software services, solutions and products. Makes presentations to potential clients and contributes to the achievement of sales targets.

Responsibilities

  • Engages customers in the lobby to assist, educate and train on how to conduct simple transactions through self-service technologies.
  • Attends and actively participates in weekly partnership meetings and joint calls with Branch partners.
  • Increases profitability by sourcing new customers, prospecting via outbound calling, receiving referrals from centers-of-influence, lobby engagement, and via branch partners.
  • Creates customized solutions for new and existing clients in order to help them achieve their financial goals.
  • Ensures customers/clients are connected to the appropriate partner to help them achieve their financial goals, ensuring all sales, service and specialized needs are met, and helping to drive overall revenue growth.
  • Proactively manages risk in every business, product and service transaction, leveraging available tools.

Requirements

  • Bachelor's Degree or equivalent work experience in Business Management, Finance, or equivalent field (Preferred).
  • Experience selling products and/or services in an incentive based environment 3+ Years (Required).
  • Six months of cash handling experience (Preferred).
  • Ability to identify specific knowledge, skills, and abilities necessary for satisfactory execution of the position's primary duties & responsibilities.
  • Ability to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration in a virtual or face-to-face environment.
  • Skilled at and/or aptitude for assessing customer/client needs, providing applicable solutions/recommendations, and building customer relationships based on mutual trust to optimize sales opportunities to new and existing customers/clients.
  • Ability to service and transition to appropriate business partners for execution.
  • Excellent consultative skills.
  • Client prospecting and development, customer retention and needs analysis skills.
  • Excellent verbal communication and influence skills.
  • Ability to display a credible, trustworthy, and professional image at all times.
  • Experience conducting consultative conversations in person and on the phone with proven close rates through a needs-based sales approach.
  • Strong financial and business acumen.
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