Relationship Banker, Canal St, NY

Santander•New York, NY

2d•$38,250 - $61,000•Onsite

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 service. The role includes proactively engaging customers to identify cross-selling opportunities, resolve issues, and educate them about digital banking tools. You collaborate with colleagues to meet branch sales targets and contribute to the bank’s overall success, with the goal of improving customer satisfaction and loyalty while supporting growth objectives. Responsibilities may also include supporting nearby branch locations based on business necessity.

Requirements

High school diploma or GED.
At least 3 years of experience selling products 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 acquiring customers, deepening relationships, and delivering results; or at least 12 months of successful Santander experience related to the role’s essential functions, with endorsements from a District Executive, District Operations Manager, and Region President.
At least 12 months of customer service experience in a high-volume, fast-paced, changing environment.
Relationship-building skills focused on customer experience and loyalty.
Strong customer service skills and a desire to help others.
Demonstrated sales and cross-selling success.
Ability to work collaboratively in a team-oriented environment.
Strong verbal and written communication, consultative, and influence skills.
Ability to maintain a credible, trustworthy, professional image.
Proficiency with digital tools and technology to support 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 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 work experience, training, military service, or education.
Fluency in Mandarin or Cantonese.
Established work history or equivalent demonstrated through work experience, training, military service, or education.
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, community engagement, and other internal or outbound interactions.
Meet customers’ transactional, servicing, and product needs.
Deliver personalized, seamless, attentive customer service.
Foster customer loyalty by addressing concerns and resolving issues promptly.
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 required by business needs.

Benefits

Competitive rewards package designed to support employees, their families, and well-being; specific benefits are referenced in the Santander benefits guide.

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