Relationship Banker, Boylston Street, Boston, MA

Santander•Boston, MA

2d•$38,250 - $61,000

About The Position

As a Relationship Banker, you serve as a trusted advisor to customers by building lasting relationships, understanding their financial needs and goals, and providing tailored banking, lending, and investment solutions. You deliver attentive customer service, proactively identify opportunities to cross-sell products and services, resolve issues, and educate customers on digital banking tools. You collaborate with colleagues and partners to achieve branch sales targets and support the bank’s growth objectives. Responsibilities may include supporting nearby branch locations based on business needs. The role requires meeting customer needs across transactions, servicing, and products; developing new customer relationships; and supporting customer satisfaction and loyalty. You must follow applicable regulatory requirements and internal policies, including those related to risk and fraud defense. The position may require working branch hours that include evenings and weekends.

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 a District Executive, District Operations Manager, and Region President.
At least 12 months of customer service experience in a high-volume, fast-paced, changing environment.
Relationship-building skills focused on customer experience and loyalty.
Excellent customer service skills and a passion for helping others.
Demonstrated success in 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 with digital tools and technology to support 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.
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.
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, and 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 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 performance.
Support nearby branch locations when required by business needs.