Relationship Banker, Brockton, MA

Banco Santander•Brockton, MA

20h•Onsite

About The Position

The Relationship Banker serves as a trusted advisor, building lasting customer relationships by understanding financial needs and goals. The role provides tailored banking, lending, and investment solutions and delivers attentive customer service. Bankers proactively identify opportunities to cross-sell, resolve customer issues, and educate customers about digital banking tools. They work with branch colleagues and partners to meet sales targets and contribute to branch performance and the bank’s growth. Responsibilities may include supporting nearby branch locations when business needs require it.

Requirements

High school diploma or GED.
Either 3 or more years of experience selling products or services in an incentive-based environment; or 12 or more 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 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, changing environment.
Relationship-building skills focused on customer experience and loyalty.
Excellent customer service skills and a passion for 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 and to identify and escalate risk concerns.
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 weekends and evenings.
Legal authorization to work in the United States full-time without employer sponsorship.

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 service and foster customer loyalty by resolving concerns promptly.
Use digital platforms to engage customers 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 meet branch goals and improve overall performance.
Support nearby branch locations when required by business needs.