Santander Bank - New Haven, CT

posted 6 days ago

Full-time
New Haven, CT
Credit Intermediation and Related Activities

About the position

As a Relationship Banker you will be responsible for servicing and building relationships with branch Consumer and Business customers. You will deliver an exceptional customer experience through engagement of customers in the branch, over the phone, and through collaboration with business partners.

Responsibilities

  • Put the customer at the center of everything you do. Make connections with customers in the branch and over the phone.
  • Engage Consumer and Business customers through proactive, outbound calling for both service and relationship deepening opportunities.
  • Assess customer needs by being genuinely curious, asking questions, and identify opportunities to help achieve their financial goals today and in the future.
  • Be the expert on Santander Consumer and Business products and services and be able to articulate the benefits that will help customers based on their need.
  • Recommend the best solutions based on need; deliver solutions directly as well as introduce Investment and Mortgage partners, when appropriate.
  • Build trust and deliver solutions by setting expectations and meeting commitments.
  • Develop relationships with new and existing Consumer and Business customers by maintaining contact through early engagement calls and regular outreach with portfolio customers.
  • Deliver an outstanding customer experience in every interaction. Ensure timely follow up and escalate when appropriate.
  • Ensure compliance with all bank policies, procedures and regulatory requirements.
  • May assist customers with teller transactions as needed.

Requirements

  • 4 year college degree (preferred)
  • 2 or more years of personal banking experience (strongly preferred)
  • Motivated to help people achieve financial goals
  • Passion and personal commitment to proactively help customers
  • Exceptional listening and communication skills in person and over the phone
  • Ability to work effectively in a team environment, building strong relationships with colleagues and business partners
  • Ability to use critical thinking to solve problems and provide solutions to customer issues
  • Demonstrated proficiency using the phone to engage with customers
  • Basic computer skills
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