Relationship Banker, Kenmore Square, MA

Santander • Boston, MA

9d • $38,250 - $61,000

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. The role includes proactively identifying opportunities to cross-sell services, resolving customer issues, and educating customers about digital banking tools. You collaborate with team members to achieve branch sales targets and contribute to the bank’s growth and customer satisfaction objectives. Responsibilities may extend to supporting nearby branch locations based on business necessity.

The position requires compliance with regulatory requirements and internal policies related to risk and fraud defense. The role may require working branch hours that include weekends and evenings. Frequent minimal physical effort, including sitting, standing, and walking, is required; depending on location, occasional moving and lifting of light equipment or furniture may also 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 the 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 track record 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.
• Legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment.

Nice To Haves

• Bachelor’s degree in a related field, or equivalent demonstrated through work experience, training, military service, or education.
• Established work history or equivalent demonstrated through 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 clients through networking, referrals, lead calling, portfolio management, outbound interactions, and community engagement.
• Meet customers’ financial needs across transactional, servicing, and product-related matters.
• Deliver personalized, seamless, attentive customer service.
• 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 drive 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 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