Relationship Banker, Boylston Street, Boston, MA

Banco Santander • Boston, MA

13h • Onsite

About The Position

As a Relationship Banker, you serve as a trusted advisor to customers by understanding their financial needs and goals and building strong, lasting relationships. You provide tailored banking, lending, and investment solutions while delivering exceptional service. You proactively engage customers to identify cross-selling opportunities, resolve issues, and explain digital banking tools. You also work with team members to meet branch sales targets and support the bank’s overall success. The role may include supporting 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; alternatively, at least 12 months of retail banking sales, financial services sales, or consultative relationship sales experience in a related industry with demonstrated success acquiring customers, deepening relationships, and delivering results; or at least 12 months of successful Santander experience relevant to the role, with endorsement from the 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 a desire to help others.
• A record of sales and cross-selling products and services.
• Ability to collaborate in a team-oriented environment.
• Strong verbal and written communication, consultative, and influencing skills.
• Ability to maintain a credible, trustworthy, and professional image.
• Proficiency with digital tools and technology to engage customers.
• Ability to follow directions, policies, and procedures and to identify and escalate risk concerns through appropriate channels.
• Ability to manage multiple priorities in a fast-paced environment.
• Computer proficiency and basic math skills.
• Ability to work branch hours, which can include 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.
• Develop 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.
• 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 risk and fraud defense policies.
• Collaborate with team members and partners to achieve branch goals and improve performance.
• Support nearby branch locations when required by business necessity.

Benefits

• The employer describes a competitive rewards package and benefits designed to support employees, their families, and their well-being; specific benefits are not listed in the posting.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED