Relationship Banker, Huguenot, Staten Island, NY

Banco Santander • Staten Island, NY

1d • Onsite

About The Position

As a Relationship Banker, you serve as a trusted advisor to customers by building lasting relationships and understanding their financial needs and goals. You provide tailored banking, lending, and investment solutions while delivering exceptional customer service. The role includes proactively engaging customers to identify cross-selling opportunities, resolve issues, and educate them about digital banking tools. You work with branch colleagues to meet sales targets and support the bank’s overall success, with the goal of increasing customer satisfaction and loyalty while supporting growth objectives. Responsibilities may also include supporting nearby branches based on business necessity.

The role requires compliance with applicable regulatory requirements and internal policies concerning risk and fraud defense. You are expected to take a proactive and responsible approach to risk management. The position is based at the Huguenot branch in Staten Island, New York, and requires availability for branch hours, which may include evenings and weekends.

Requirements

• High school diploma or GED.
• At least 3 years of experience selling products and/or services in an incentive-based environment; alternatively, at least 12 months of retail banking sales, financial services sales, or consultative relationship sales experience in a related industry with demonstrated success establishing customers, deepening relationships, and delivering results; alternatively, 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.
• Established relationship-building skills focused on customer experience and loyalty.
• Excellent customer service skills and a passion for helping others.
• A proven record of sales and cross-selling products and services.
• 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 engage customers.
• 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, including possible evenings and weekends.
• Legally authorized to work full time in the United States 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, 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 service and an elevated customer experience.
• Build customer loyalty by addressing concerns and providing timely resolutions.
• Engage customers through digital platforms and educate them about self-service options.
• Communicate clearly and effectively 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 company describes a competitive rewards package and benefits designed to support employees, their families, and well-being now and in the future; specific benefits are not listed in the posting.

What This Job Offers

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