Relationship Banker, Concordville, Pa

Santander • Concord Township, PA

2d • $38,250 - $61,000 • Onsite

About The Position

As a Relationship Banker, you serve as a trusted advisor to customers, building long-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 collaborate with colleagues to achieve branch sales targets and contribute to the bank’s overall success, with the goal of enhancing customer satisfaction and loyalty while supporting growth objectives. Responsibilities may also include supporting nearby branch locations based on business necessity.

The position requires working branch hours, which may include weekends and evenings. Frequent minimal physical effort such as sitting, standing, and walking is required. Depending on location, occasional moving and lifting of light equipment and/or furniture may be required.

Requirements

• High school diploma or GED.
• 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 with demonstrated success establishing customers, deepening relationships, and delivering results, or at least 12 months of successful Santander experience related to the role’s essential functions and responsibilities, with District Executive, District Operations Manager, and Region President endorsement of performance.
• 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.
• Demonstrated sales and cross-selling ability.
• Ability to work collaboratively in a team-oriented environment.
• Excellent verbal and written communication, consultative, and influence 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 can include weekends and evenings.
• Legal authorization 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 a combination of work experience, training, military service, or education.
• Established work history or equivalent demonstrated through a combination of 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 to 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.
• Meet customers’ transactional, servicing, and product needs.
• Deliver personalized, seamless, 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 clearly 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 overall performance.
• Support nearby branch locations when required by business necessity.

Benefits

• The company describes its rewards package as fair and competitive and says benefits are designed to support employees, their families, and their well-being; specific benefits are not listed.

What This Job Offers

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