Relationship Banker, Brockton, MA

Santander•Brockton, MA

1d•$38,250 - $61,000•Onsite

About The Position

As a Relationship Banker at Santander, 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. You proactively engage customers to identify opportunities to cross-sell services, resolve issues, and educate them about digital banking tools. You collaborate with colleagues to meet branch sales targets and support the bank’s growth, with a primary goal of enhancing customer satisfaction and loyalty. Responsibilities may also include supporting nearby branch locations based on business necessity.

Requirements

High school diploma or GED.
One of the following experience qualifications is required: 3 or more years selling products or services in an incentive-based environment; or 12 or more months in retail banking sales, financial services sales, or consultative relationship sales in a related industry, with demonstrated success establishing customers, deepening relationships, and delivering results; or 12 or more months of successful Santander experience related to the role’s essential functions, with endorsement from a 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.
Strong customer service skills and a passion for helping others.
A proven record of sales and cross-selling products and services.
Ability to collaborate 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, which may include evenings and weekends.
Applicants must be legally authorized to work in the United States full-time without requiring employer sponsorship to commence 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 strong client relationships, understand customers’ 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.
Meet customers’ transactional, servicing, and product-related financial needs.
Deliver personalized, seamless, attentive customer service.
Foster customer loyalty by addressing concerns and providing timely resolutions.
Engage customers through digital platforms and educate them on 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 improve overall performance.
Support nearby branch locations when required by business needs.