Relationship Banker, South Yarmouth, MA
About The Position
As a Relationship Banker at Santander, 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 engage customers to identify cross-selling opportunities, resolve issues, and educate them about digital banking tools. You work with team members to meet branch sales targets and contribute to the bank’s performance, customer satisfaction, loyalty, and growth objectives. Responsibilities may extend to supporting nearby branch locations based on business necessity. The role requires the ability to perform essential duties satisfactorily, with reasonable accommodations available for individuals with disabilities. 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. The employer may assign other duties and revise the job description.
Requirements
- High school diploma or GED required.
- One of the following experience paths is required: 3 or more years selling products and/or services in an incentive-based environment; 12 or more 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 or more months of successful Santander experience related to the role’s essential functions and responsibilities, 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.
- Proven sales and cross-selling track record.
- Ability to work collaboratively in a team-oriented environment.
- Excellent verbal and written communication, consultative, and influence skills.
- Ability to present 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 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 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 strong customer 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, 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 meet branch goals and drive performance.
- Support nearby branch locations when business needs require it.
- Identify and escalate risk concerns through appropriate channels.
Benefits
- Competitive rewards package designed to support employees, their families, and well-being.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
