Sales and Service Banker, Norwood, MA

Banco Santander • Norwood, MA

2d • Onsite

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. The banker proactively assists customers with financial needs, teller transactions, cross-sell opportunities, issue resolution, and education on digital banking tools, while collaborating with branch colleagues to achieve sales targets and contribute to the bank’s success.

The role meets customers’ transactional, servicing, and product needs; grows banking relationships through branch activities, calls, transactions, account support, portfolio management, and partner referrals; and provides personalized, attentive service. It also involves processing deposits, withdrawals, and transfers, handling cash, maintaining accurate cash drawer balances, assisting with custodianship and audits, and complying with regulatory requirements and internal policies. Time spent on responsibilities may vary according to branch needs, and support for nearby branches may be required based on business necessity.

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 success establishing customers, deepening relationships, and delivering results; or at least 6 months of successful Santander experience related to the role’s essential functions and responsibilities, with District Executive, District Operations Manager, and Region President endorsement of performance.
• 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 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 and escalate risk concerns appropriately.
• 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 can include weekends and evenings.
• Legally authorized to work in the United States on a full-time basis 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.
• Identify opportunities to grow banking relationships through branch activities, calls, transactions, account support, portfolio management, and partner referrals.
• Build and maintain customer relationships and provide tailored financial solutions.
• Collaborate with team members and partners to achieve branch goals and drive performance.
• Deliver personalized, seamless, and attentive customer service and resolve concerns promptly.
• Engage customers with digital platforms and educate them about self-service options.
• Communicate with customers in person, by 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 related to risk and fraud defense.
• Support nearby branch locations when required by business necessity.

Benefits

• The company describes a rewards package and benefits designed to support employees, their families, and their well-being; specific benefits are not listed in the posting.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED