Relationship Banker, Richmond Road, Staten Island, NY

Banco Santander•Staten Island, NY

About The Position

Santander is seeking a Relationship Banker to serve as a trusted advisor to customers by building lasting relationships and understanding their financial needs and goals. The role provides tailored banking, lending, and investment solutions while delivering exceptional service. Relationship Bankers proactively engage with customers, identify opportunities to cross-sell services, resolve issues, and educate customers about digital banking tools. They work with branch colleagues to meet sales targets and support the bank’s growth, customer satisfaction, and loyalty objectives. Responsibilities may include supporting nearby branch locations based on business necessity.

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 customers, deepening relationships, and delivering results; or at least 12 months of successful Santander experience related to the role’s essential functions, 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, constantly changing environment.
Relationship-building skills focused on customer experience and loyalty.
Excellent customer service skills and a passion for helping others.
Demonstrated sales and cross-selling ability.
Ability to collaborate in a team-oriented environment.
Excellent verbal and written communication, consultative, and influencing skills.
Ability to maintain a credible, trustworthy, and professional image.
Proficiency with 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 manage multiple priorities in a fast-paced environment.
Computer proficiency and basic math skills.
Ability to work branch hours, which can include weekends and evenings.
Legally authorized to work in the United States full-time without employer sponsorship to begin employment.

Nice To Haves

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.
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 customers through networking, referrals, lead calling, portfolio management, and community engagement.
Meet customers’ transactional, servicing, and product needs.
Deliver personalized, seamless, attentive service and foster customer loyalty.
Address customer concerns and provide timely resolutions.
Use digital platforms to engage customers and educate them about self-service options.
Communicate effectively 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 team members and partners to achieve branch goals and overall performance.
Support nearby branch locations when required by business needs.