Relationship Banker, Kenmore Square, MA

Banco Santander•Boston, MA

About The Position

The Relationship Banker serves as a trusted advisor to customers, building lasting relationships by understanding their financial needs and goals. The role provides tailored banking, lending, and investment solutions while delivering exceptional customer service. Relationship Bankers proactively identify opportunities to cross-sell services, resolve issues, and educate customers about digital banking tools. They collaborate with team members to achieve branch sales targets and support the bank’s overall success. The position may also support nearby branch locations based on business necessity.

Requirements

High school diploma or GED.
At least 3 years of experience selling products or services in an incentive-based environment; or at least 12 months of retail banking sales, financial services sales, or consultative relationship sales experience with demonstrated success establishing customers, deepening relationships, and delivering results; or at least 12 months of successful Santander experience related to the role’s responsibilities, 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 an interest in helping others.
Demonstrated sales and cross-selling ability.
Ability to work collaboratively in a team-oriented environment.
Strong verbal and written communication, consultative, and influence skills.
Ability to maintain a credible, trustworthy, and professional image.
Proficiency using digital tools and technology to engage customers.
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 can include weekends and evenings.
Legal authorization to work in the United States full-time 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.
Develop and maintain client 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.
Meet customers’ transactional, servicing, and product needs.
Deliver personalized, seamless, attentive service and an elevated customer experience.
Build customer loyalty by addressing concerns and providing timely resolutions.
Engage customers through digital platforms 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 risk and fraud defense policies.
Collaborate with team members and partners to achieve branch goals and drive performance.
Support nearby branch locations when required by business necessity.