Sales and Service Banker, Glen Forest, Methuen, MA

Santander•Methuen, MA

11d•$34,500 - $53,000•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 excellent customer service, minimizing risk, and defending against fraud. Bankers proactively assist customers with financial needs, teller transactions, cross-selling opportunities, issue resolution, and education on digital banking tools. They collaborate with colleagues 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 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 in acquiring 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, 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 to recommend products and services that meet customer needs.
Experience cross-selling products and services.
Ability to collaborate 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.
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.
Legal authorization 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, including calls, transactions, account support, portfolio management, and partner referrals.
Develop 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.
Foster customer loyalty by addressing concerns and providing timely resolutions.
Educate customers about digital platforms and 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.