Relationship Banker, Jackson, NJ

Banco Santander•Jackson, NJ

About The Position

As a Relationship Banker, you serve as a trusted advisor to customers, building long-lasting relationships by understanding their financial needs and goals. You provide tailored banking, lending, and investment solutions while delivering exceptional customer service. The role includes proactively identifying cross-selling opportunities, resolving customer issues, and educating customers about digital banking tools. You collaborate with team members to meet branch sales targets and contribute to the bank’s growth. Responsibilities may extend to supporting nearby branch locations based on business necessity. The position requires a high school diploma or GED. A related bachelor’s degree or equivalent demonstrated through work experience, training, military service, or education is preferred. Candidates must meet one of the specified sales or Santander experience pathways, as well as have at least 12 months of customer service experience in a high-volume, fast-paced, and changing environment. The role requires working branch hours, which can include weekends and evenings.

Requirements

High school diploma or GED.
At least 3 years of experience selling products and/or services in an incentive-based environment; OR at least 12 months of retail banking sales, financial services sales, or consultative relationship sales experience in a related industry, with demonstrated success establishing new customers, deepening relationships, and delivering results; OR at least 12 months of successful Santander experience related to the role’s essential functions and responsibilities, with endorsement from the District Executive, District Operations Manager, and Region President.
At least 12 months of customer service experience in a high-volume, fast-paced, and constantly changing environment.
Relationship-building skills focused on customer experience and loyalty.
Excellent customer service skills and a passion for helping others.
A proven record of sales and cross-selling products and services.
Ability to work collaboratively in a team-oriented environment.
Excellent verbal and written communication, consultative, and influence skills.
Ability to maintain a credible, trustworthy, and professional image.
Proficiency using digital tools and technology to enhance customer engagement.
Ability to follow directions, policies, and procedures.
Ability to identify and escalate risk concerns through appropriate channels.
Ability to work in a fast-paced environment and manage multiple priorities.
Computer proficiency and basic math skills.
Ability to work branch hours, including weekends and evenings when scheduled.
Legally authorized to work in the United States on a full-time basis without employer sponsorship to commence employment.

Nice To Haves

A bachelor’s degree in a related field, or equivalent demonstrated through work experience, training, military service, or education.
Established work history or equivalent demonstrated through work experience, training, military service, or education.
Preferred experience with Microsoft Office products.

Responsibilities

Achieve or exceed sales targets by promoting and cross-selling banking products and services to existing and prospective customers.
Develop and maintain customer relationships, understand financial needs, and provide tailored solutions.
Prospect for new clients through networking, referrals, lead calling, portfolio management, community engagement, and other internal or outbound interactions.
Address customers’ transactional, servicing, and product needs.
Deliver personalized, seamless, attentive service and foster customer loyalty by resolving concerns promptly.
Engage customers through digital platforms and educate them about self-service options.
Communicate with customers in person, by phone, and through digital channels.
Comply with regulatory requirements and internal policies related to risk and fraud defense.
Collaborate with colleagues and partners to achieve branch goals and overall performance.
Support nearby branch locations when required by business necessity.