Relationship Banker, Bronx, NY

Banco Santander-posted about 22 hours ago

Full-time • Entry Level

Onsite • New York City, NY

5,001-10,000 employees

Resume

Match Score

Upload and Match ResumeTrack Jobs with Teal

As a Relationship Banker you serve as a trusted advisor to customers, focusing on building strong, long-lasting relationships by understanding their financial needs and goals. This role involves providing tailored solutions for banking, lending and investment products while delivering exceptional customer service. Relationship Bankers proactively engage with customers to identify opportunities for cross-selling services, resolving issues, and educating them on digital banking tools. You collaborate with other team members to drive branch sales targets and contribute to the overall success of the bank. Your primary goal is to enhance customer satisfaction and loyalty while supporting the bank’s growth objectives.

Achieve or exceed sales targets by actively promoting and effectively cross selling various banking products and services to existing and prospective customers.
Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions.
Proactively prospect for new clients through internal and outbound interactions such as: networking, referrals, lead calling, portfolio management and community engagement.
Responsible for meeting the financial needs of the customer to include transactional, servicing, and product.
Ensure an elevated customer experience, delivering personalized, seamless, and attentive service.
Ensure an elevated customer experience, delivering personalized, seamless, and attentive service.
Foster customer loyalty by addressing concerns and providing timely resolutions.
Engage customers through digital platforms to enhance customer interactions and educate them on self-service options.
Communicate clearly and effectively with customers in person, over the phone, or through digital channels.
Ensure compliance with all regulatory requirements and internal policies related to risk and fraud defense.
Collaborate with team members and partners to achieve branch goals and drive overall performance.
Responsibilities may extend to supporting nearby branch locations based on business necessity.

High school diploma, GED or equivalent education: : Business Management, Finance, or equivalent field - Required.
3+ Years Experience selling products and/or services in an incentive-based environment - Required.
(OR) 12+ Months Experience in Retail Banking sales, financial services sales or consultative relationship sales role in a related industry, with proven success in establishing new customers, deepening customer relationships and delivering results - Required.
(OR) 12+ Months Demonstrated successful Santander experience related to the essential functions and responsibilities of the Relationship Banker role. District Executive, District Operations Manager and Region President endorsement of performance - Required.
(AND) 12+ Months Customer service experience within a high volume, fast paced and constantly changing environment - Required.
Established relationship-building skills with a focus on customer experience and loyalty.
Excellent customer service skills and a passion for helping others.
Proven track record in sales and cross-selling products and services.
Ability to work collaboratively in a team-oriented environment.
Excellent communication, consultative and influence skills both verbal and written.
Ability to display a credible, trustworthy, and professional image at all times.
Proficient in using digital tools and technology to enhance customer engagement.
Ability to follow directions, policies, and procedures.
Ability to identify and escalate concerns of risk to 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, which can include weekends and evenings.

Bachelor’s Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Preferred.
Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
Experience in Microsoft Office products.

Santander Benefits - 2025 Santander OnGoing/NH eGuide (foleon.com)

Track Jobs with Teal

Job Search Resources

•

Resume Builder

•

Resume Examples

•

Cover Letter Examples

Relationship Banker, Bronx, NY

Job Search Resources

Tools

Career Hubs

Guides

Company