Sales and Service Banker, Old Bridge, East Brunswick, NJ

Santander•East Brunswick, NJ

2d•$34,500 - $53,000

About The Position

The Sales and Service Banker serves as a trusted advisor to customers, building long-term relationships by understanding their financial needs and goals. The role provides tailored banking, lending, and investment solutions while delivering strong customer service, minimizing risk, and defending against fraud. Bankers proactively assist customers with financial needs, process teller transactions, identify cross-sell opportunities, resolve issues, and educate customers about digital banking tools. They work with teammates and partners to meet branch sales targets and support overall bank performance. Time allocated to responsibilities may vary by branch needs, and the role may support nearby branches when business needs require it.

Requirements

High school diploma, GED, or equivalent.
At least 12 months of experience selling products and/or services; or at least 6 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 6 months of successful Santander experience related to this role, with endorsement from a District Executive, District Operations Manager, and Region President.
At least 6 months of customer service experience in a high-volume, fast-paced, changing environment.
At least 6 months of cash-handling experience.
Relationship-building skills focused on customer experience and loyalty.
Strong customer service skills and a desire to help others.
Ability to learn and use sales techniques to recommend suitable products and services.
Experience cross-selling products and services.
Ability to work collaboratively in a team-oriented environment.
Strong verbal and written communication, consultative, and influencing skills.
Ability to maintain a credible, trustworthy, and professional image.
Proficiency with digital tools and technology for customer engagement.
Ability to follow directions, policies, and procedures.
Ability to identify and escalate risk concerns through appropriate channels.
Accuracy and attention to detail.
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.
Applicants must be legally authorized to work in the United States full-time without employer sponsorship to begin 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.
Experience with Microsoft Office products.

Responsibilities

Meet customers’ financial needs through transactions, servicing, and products.
Grow banking relationships through branch activities, including calls, transactions, account support, portfolio management, and partner referrals.
Build and maintain client relationships, understand financial needs, and provide tailored solutions.
Collaborate with team members and partners to achieve branch goals and performance targets.
Deliver personalized, seamless, attentive customer service and foster customer loyalty.
Address customer concerns and provide timely resolutions.
Help customers use digital platforms and self-service options.
Communicate with customers in person, by phone, and through digital channels.
Process deposits, withdrawals, and transfers accurately and efficiently.
Handle cash and maintain accurate cash drawer balances.
Assist with custodianship, audits, and other operational tasks.
Comply with regulatory requirements and internal policies related to risk management and fraud prevention.
Support nearby branch locations when required by business needs.