Relationship Banker, Auburn, MA

Banco Santander•Auburn, MA

1d•Onsite

About The Position

As a Relationship Banker at Santander, you serve as a trusted advisor, building long-lasting customer relationships by understanding financial needs and goals. You provide tailored banking, lending, and investment solutions while delivering exceptional service. The role involves proactively engaging customers, identifying opportunities to cross-sell products and services, resolving concerns, and educating customers about digital banking tools. You 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 based on business necessity. 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 location, occasional moving and lifting of light equipment or furniture may be required.

Requirements

High school diploma, GED, or equivalent.
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 District Executive, District Operations Manager, and Region President endorsement of performance.
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.
A proven record of 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 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 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 on a full-time basis 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 strong client relationships, understand financial needs, and provide tailored solutions.
Prospect for new clients through networking, referrals, lead calling, portfolio management, and community engagement, using internal and outbound interactions.
Address customers’ transactional, servicing, and product needs.
Deliver personalized, seamless, attentive customer service and an elevated customer experience.
Foster customer loyalty by addressing concerns and providing timely resolutions.
Engage customers through digital platforms and educate them about self-service options.
Communicate clearly 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 necessity.