Relationship Banker, Castleton Corners, Staten Island,. NY

Santander•New York, NY

1d•$38,250 - $61,000

About The Position

As a Relationship Banker at Santander, you serve as a trusted advisor to customers by building long-term relationships and 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 customer issues, and educate customers about digital banking tools. You work with branch colleagues to meet sales targets and support the bank’s overall performance, with the goal of improving customer satisfaction and loyalty while contributing to the bank’s growth. Responsibilities may also include supporting nearby branch locations based on business necessity. The position requires working branch hours, which can include evenings and weekends. 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 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; OR at least 12 months of successful Santander experience related to this role’s essential functions, 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.
Proven success in sales and cross-selling products and services.
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.
Applicants must be 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.
Build and maintain customer relationships, understand financial needs, and provide tailored solutions.
Prospect for new customers through networking, referrals, lead calling, portfolio management, and community engagement.
Meet customers’ transactional, servicing, and product needs.
Deliver personalized, seamless, attentive customer service.
Address customer concerns and provide timely resolutions to foster loyalty.
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 risk and fraud defense policies.
Collaborate with colleagues and partners to achieve branch goals and overall performance.
Support nearby branch locations when required by business necessity.