Sales and Service Banker, New Springville, Staten Island, NY St
About The Position
The Sales and Service Banker serves as a trusted advisor to customers, building long-lasting relationships by understanding their financial needs and goals. The role provides tailored banking, lending, and investment solutions while delivering exceptional customer service, minimizing 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 collaborate with branch teammates and partners to meet sales targets and contribute to overall branch performance. The role supports customer transactions, servicing, and product needs through branch activities such as calls, account support, portfolio management, and partner referrals. It also includes maintaining customer relationships, providing attentive service, handling cash, supporting operational activities and audits, and complying with regulatory requirements and internal policies. Time spent on each responsibility may vary according to branch needs, and support for nearby branches may be required based on business necessity.
Requirements
- High school diploma or GED.
- 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’s essential functions, with endorsements from the 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.
- Excellent customer service skills and a passion for helping others.
- Ability to learn and apply sales techniques and cross-sell products and services that meet customer needs.
- Ability to work collaboratively in a team-oriented environment.
- Excellent verbal and written communication, consultative, and influencing skills.
- Ability to present a credible, trustworthy, and professional image.
- Proficiency using digital tools and technology to enhance customer engagement.
- Ability to follow directions, policies, and procedures and 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.
- Legal authorization 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’ financial needs, including transactional, servicing, and product needs.
- Identify opportunities to grow banking relationships through calls, transactions, account support, portfolio management, and partner referrals.
- Develop and maintain customer relationships to understand financial needs and provide tailored solutions.
- Collaborate with team members and partners to achieve branch goals and drive performance.
- Deliver personalized, seamless, attentive service and foster customer loyalty by addressing concerns and resolving them promptly.
- Educate customers about digital platforms and self-service options.
- Communicate with customers in person, over the phone, and through digital channels.
- Perform 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.
- Comply with regulatory requirements and internal policies relating to risk and fraud defense.
- Support nearby branch locations when required by business necessity.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
