Relationship Banker, Cedarbrook, Wyncote, Pa

Santander•Wyncote, PA

21h•$38,250 - $61,000•Onsite

About The Position

As a Relationship Banker, you serve as a trusted advisor to customers by building long-lasting relationships and understanding their financial needs and goals. You provide tailored banking, lending, and investment solutions while delivering exceptional service. The role includes proactively engaging with customers, identifying cross-selling opportunities, resolving issues, and educating customers about digital banking tools. You work with branch colleagues to achieve sales targets and contribute to customer satisfaction, loyalty, and the bank’s growth objectives. Responsibilities may include supporting nearby branch locations based on business necessity. The position requires working branch hours, which can 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 or furniture may be required. The employer may assign other duties and may revise the job description.

Requirements

High school diploma or GED.
At least one of the following experience pathways: 3+ years selling products and/or services in an incentive-based environment; OR 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 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 collaborate 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 on a full-time basis 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 client 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 and outbound interactions.
Meet customers’ transactional, servicing, and product needs.
Deliver personalized, seamless, attentive customer service and an elevated customer experience.
Address customer concerns and provide timely resolutions to foster loyalty.
Engage customers through digital platforms and educate them on 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 overall performance.
Support nearby branch locations when business needs require.