Relationship Banker, Plainville-Messenger Street, Plainville, MA
About The Position
As a Relationship Banker, you serve as a trusted advisor to customers, building lasting relationships by understanding their financial needs and goals. You provide tailored banking, lending, and investment solutions while delivering exceptional customer service. You proactively identify opportunities to cross-sell services, resolve issues, and educate customers about digital banking tools. You work with team members to achieve branch sales targets and contribute to the bank’s performance, customer satisfaction, loyalty, and growth. Responsibilities may include supporting nearby branch locations based on business necessity. The role requires meeting sales targets, developing and managing customer relationships, prospecting for new customers, and addressing customers’ transactional, servicing, and product needs. You provide personalized service across in-person, phone, and digital channels, promote digital self-service options, resolve customer concerns, and follow regulatory and internal risk and fraud policies. You must be able to work branch hours, which may include evenings and weekends.
Requirements
- High school diploma or GED required.
- At least one of the following experience paths is required: 3+ years selling products or services in an incentive-based environment; 12+ months in retail banking sales, financial services sales, or consultative relationship sales in a related industry, with demonstrated success establishing customers, deepening relationships, and delivering results; or 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, constantly changing environment.
- Established relationship-building skills focused on customer experience and loyalty.
- Excellent customer service skills and a passion for helping others.
- A proven track record in sales and cross-selling products and services.
- Ability to work collaboratively in a team-oriented environment.
- Excellent verbal and written communication, consultative, and influencing skills.
- Ability to maintain a credible, trustworthy, and professional image.
- Proficiency using 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 may include weekends and evenings.
- Legally authorized 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.
- 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 and outbound interactions.
- Meet customers’ transactional, servicing, and product needs.
- Deliver personalized, seamless, attentive customer service and foster customer loyalty.
- Address customer concerns and provide timely resolutions.
- Engage customers through digital platforms and educate them on digital banking and 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 meet 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 well-being; specific benefit offerings are not itemized in the posting.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
