Relationship Banker, Westford, MA

Banco Santander•Westford, MA

1d•Onsite

About The Position

Santander is a global leader in financial services, transforming into a technology-driven organization. This role offers driven professionals a chance to grow, learn, and make a difference. As a Relationship Banker, you will serve as a trusted advisor, building strong customer relationships by understanding their financial needs and goals. You will provide tailored solutions for banking, lending, and investment products, delivering exceptional customer service. The role involves proactively engaging with customers to identify cross-selling opportunities, resolve issues, and educate them on digital banking tools. You will collaborate with team members to achieve branch sales targets and contribute to the bank's growth objectives, ultimately enhancing customer satisfaction and loyalty.

Requirements

High school diploma, or GED - Required
3+ Years Experience selling products and/or services in an incentive-based environment - Required. (OR) 12+ Months Experience in Retail Banking sales, financial services sales or consultative relationship sales role in a related industry, with proven success in establishing new customers, deepening customer relationships and delivering results - Required. (OR) 12+ Months Demonstrated successful Santander experience related to the essential functions and responsibilities of the Relationship Banker role. District Executive, District Operations Manager and Region President endorsement of performance - Required. (AND) 12+ Months Customer service experience within a high volume, fast paced and constantly changing environment - Required.
Established relationship-building skills with a focus on customer experience and loyalty.
Excellent customer service skills and a passion for helping others.
Proven track record in sales and cross-selling products and services.
Ability to work collaboratively in a team-oriented environment.
Excellent communication, consultative and influence skills both verbal and written.
Ability to display a credible, trustworthy, and professional image at all times.
Proficient in using digital tools and technology to enhance customer engagement.
Ability to follow directions, policies, and procedures.
Ability to identify and escalate concerns of risk to 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.
Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment.

Nice To Haves

Bachelor’s Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Preferred
Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
Preferred experience in Microsoft Office products.

Responsibilities

Achieve or exceed sales targets by actively promoting and cross-selling various banking products and services.
Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions.
Proactively prospect for new clients through networking, referrals, lead calling, portfolio management, and community engagement.
Meet the financial needs of the customer, including transactional, servicing, and product-related aspects.
Ensure an elevated customer experience through personalized, seamless, and attentive service.
Foster customer loyalty by addressing concerns and providing timely resolutions.
Engage customers through digital platforms to enhance interactions and educate them on self-service options.
Communicate clearly and effectively with customers in person, over the phone, or through digital channels.
Ensure compliance with all regulatory requirements and internal policies related to risk and fraud defense.
Collaborate with team members and partners to achieve branch goals and drive overall performance.
Support nearby branch locations based on business necessity.