Relationship Banker, Auburn, MA

Santander•Auburn, MA

1d•$38,250 - $61,000

About The Position

As a Relationship Banker, you serve as a trusted advisor to customers by building lasting relationships and understanding their financial needs and goals. You provide tailored banking, lending, and investment solutions while delivering exceptional customer service. You engage customers to identify cross-selling opportunities, resolve issues, and educate them about digital banking tools. You also collaborate with colleagues to meet branch sales targets and support the bank’s growth objectives, with a focus on customer satisfaction and loyalty. Responsibilities may include supporting nearby branch locations when business needs require it. The position requires a high school diploma, GED, or equivalent. A bachelor’s degree in a related field, or equivalent demonstrated through work experience, training, military service, or education, is preferred. Candidates must meet one of the listed experience paths: at least three years selling products or services in an incentive-based environment; at least 12 months in retail banking sales, financial services sales, or consultative relationship sales in a related industry with demonstrated results; or at least 12 months of successful Santander experience related to the role, with the specified leadership endorsements. At least 12 months of customer service experience in a high-volume, fast-paced, changing environment is also required. The annual base pay range is $38,250 to $61,000. The role requires working branch hours, which may include weekends and evenings. Frequent minimal physical effort, such as sitting, standing, and walking, is required; depending on the location, occasional moving and lifting of light equipment or furniture may be required. Applicants must be legally authorized to work in the United States full-time without employer sponsorship to begin employment.

Requirements

High school diploma, GED, or equivalent.
One of the following experience paths is required: 3+ years selling products or services in an incentive-based environment; or 12+ months in retail banking sales, financial services sales, or consultative relationship sales in a related industry, with success establishing customers, deepening relationships, and delivering results; or 12+ months of successful Santander experience related to the role, endorsed by 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.
Established relationship-building skills focused on customer experience and loyalty.
Excellent customer service skills and a passion for helping others.
A proven track record in 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, potentially including weekends and evenings.
Legal authorization to work full-time in the United States without 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.
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.
Build 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 customer service.
Address customer concerns and provide timely resolutions to foster loyalty.
Use digital platforms to engage customers and educate them about self-service options.
Communicate with customers in person, by phone, and through digital channels.
Follow 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 necessity.