Relationship Banker, Lunds Corner, New Bedford, MA

Banco Santander•New Bedford, MA

13h•Onsite

About The Position

As a Relationship Banker at Santander, 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 and deliver exceptional, personalized customer service. You proactively engage customers to identify opportunities to cross-sell services, resolve concerns, and educate them about digital banking tools. You also collaborate with colleagues to meet branch sales targets and support the bank’s growth objectives. Responsibilities may include supporting nearby branch locations based on business necessity.

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 experience in retail banking sales, financial services sales, or consultative relationship sales in a related industry, or at least 12 months of successful Santander experience related to the role’s essential functions, 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 success 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 present a credible, trustworthy, and professional image.
Proficiency with digital tools and technology to support 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.
Bilingual Portuguese and/or Spanish language skills.
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 client relationships, understand customers’ financial needs, and provide tailored solutions.
Prospect for new clients through networking, referrals, lead calling, portfolio management, and community engagement.
Address customers’ transactional, servicing, and product needs.
Deliver personalized, seamless, and attentive customer service.
Build customer loyalty by addressing concerns and providing timely resolutions.
Engage customers through digital platforms and educate them about 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 achieve branch goals and improve performance.
Support nearby branch locations when required by business needs.