Sales and Service Banker, Norwood, MA

Santander•Norwood, MA
•$34,500 - $53,000•Onsite

About The Position

The Sales and Service Banker serves as a trusted advisor to customers, building lasting relationships by understanding their financial needs and goals. The role provides tailored banking, lending, and investment solutions while delivering exceptional customer service, managing risk, and defending against fraud. Bankers proactively assist customers with financial needs, process teller transactions, identify cross-selling opportunities, resolve issues, and educate customers about digital banking tools. They work with team members and partners to meet branch sales targets and contribute to the bank’s overall success. Responsibilities may vary with branch needs and may include supporting nearby branches when business requires.

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 the 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, constantly 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 passion for helping others.
  • Ability to learn and apply sales techniques to recommend products and services that meet customer needs.
  • Experience cross-selling products and services.
  • 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 for customer engagement.
  • Ability to follow directions, policies, and procedures.
  • Ability to identify risk concerns and escalate them 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.
  • 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.
  • Established work history or equivalent demonstrated through work experience, training, military service, or education.
  • Experience with Microsoft Office products.

Responsibilities

  • Meet customers’ transactional, servicing, and product needs.
  • Grow banking relationships through branch activities, including calls, transactions, account support, portfolio management, and partner referrals.
  • Develop and maintain customer relationships, understand financial needs, and provide tailored solutions.
  • Collaborate with team members and partners to achieve branch goals and improve performance.
  • Deliver personalized, seamless, attentive service and an elevated customer experience.
  • Address customer concerns promptly to foster loyalty.
  • Promote digital platforms and educate customers about self-service options.
  • Communicate with customers in person, by phone, and through digital channels.
  • Process teller transactions, including deposits, withdrawals, and transfers, accurately and efficiently.
  • Handle cash and maintain accurate cash drawer balances.
  • Assist with custodianship, audits, and other operational tasks.
  • Follow regulatory requirements and internal policies related to risk management and fraud prevention.
  • Support nearby branch locations when required by business needs.

Benefits

  • The company describes its rewards package as fair and competitive and says benefits are designed to support employees, their families, and their well-being, but no specific benefits are listed.
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