Sales and Service Banker, Montgomeryville, PA

Santander•Montgomeryville, PA

1d•$34,500 - $53,000•Onsite

About The Position

The Sales and Service Banker serves as a trusted advisor to customers, focusing on building strong, long-lasting relationships by understanding their financial needs and goals. This role involves providing tailored solutions for banking, lending, and investment products while delivering exceptional customer service, minimizing risk, and defending against fraud. Sales and Service Bankers proactively engage with customers, assisting with various financial needs, processing teller transactions, identifying cross-sell opportunities, resolving issues, and educating them on digital banking tools. They collaborate with team members to drive branch sales targets and contribute to the overall success of the bank. The role is responsible for meeting the financial needs of the customer, including transactional, servicing, and product-related aspects. They identify opportunities to grow banking relationships through branch activities such as calls, transactions, account support, portfolio management, and partner referrals. The banker develops and maintains strong client relationships to understand financial needs and provide tailored solutions, collaborates with team members and partners to achieve branch goals, and ensures an elevated customer experience through personalized, seamless, and attentive service. They foster customer loyalty by addressing concerns and providing timely resolutions, and engage customers with digital platforms to enhance interactions and educate them on self-service options. Communication is key, both in person, over the phone, and through digital channels. The role also involves performing teller transactions accurately and efficiently, handling cash, maintaining accurate cash drawer balances, and assisting with custodianship, audits, and other operational tasks. Ensuring compliance with all regulatory requirements and internal policies related to risk and fraud defense is crucial. Time allocated to each core responsibility may vary, and responsibilities may extend to supporting nearby branch locations based on business necessity.

Requirements

High school diploma, GED, or equivalent work experience.
12+ Months Experience selling products and/or services.
OR 6+ Months Experience in Retail Banking sales, financial services sales or consultative relationship sales role in a related industry, with proven success in establishing new customers, deepening customer relationships and delivering results.
OR 6+ Months Demonstrated successful Santander experience related to the essential functions and responsibilities of the Sales and Service Banker role. District Executive, District Operations Manager and Region President endorsement of performance.
AND 6+ Months Customer service experience within a high volume, fast paced and constantly changing environment.
AND 6+ Months Cash handling experience.
Established relationship-building skills with a focus 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 in cross-selling products and services.
Ability to work collaboratively in a team-oriented environment.
Excellent communication, consultative and influence skills both verbal and written.
Ability to display a credible, trustworthy, and professional image at all times.
Proficient in using digital tools and technology to enhance customer engagement.
Ability to follow directions, policies, and procedures.
Ability to identify and escalate concerns of risk to appropriate channels.
Understands the necessity and value of 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.
Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment.

Nice To Haves

Bachelor’s Degree in a related field or equivalent demonstrated through a combination of work experience, training, military service, or education.
Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
Experience in Microsoft Office products.

Responsibilities

Serve as a trusted advisor to customers, understanding their financial needs and goals.
Provide tailored solutions for banking, lending, and investment products.
Deliver exceptional customer service, minimize risk, and defend against fraud.
Proactively engage with customers, assist with financial needs, and process teller transactions.
Identify cross-sell opportunities and resolve customer issues.
Educate customers on digital banking tools and self-service options.
Collaborate with team members to drive branch sales targets and overall bank success.
Develop and maintain strong client relationships.
Ensure an elevated customer experience with personalized, seamless, and attentive service.
Foster customer loyalty by addressing concerns and providing timely resolutions.
Perform teller transactions, including deposits, withdrawals, and transfers, with accuracy and efficiency.
Handle cash and maintain accurate cash drawer balances.
Assist with custodianship, audits, and other operational tasks.
Ensure compliance with all regulatory requirements and internal policies related to risk and fraud defense.
Support nearby branch locations based on business necessity.