Sales and Service Banker, Scotch Plains, NJ

Santander•Scotch Plains, NJ

3d•$34,500 - $53,000

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 strong customer service, managing risk, and defending against fraud. The banker proactively assists customers with financial needs, processes teller transactions, identifies cross-selling opportunities, resolves issues, and educates customers about digital banking tools. The role also partners with team members to meet branch sales goals and support the bank’s performance. Responsibilities may vary based on branch needs and may include supporting nearby branches when business requires.

Requirements

High school diploma or GED required.
At least 12 months of experience selling products 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, endorsed by a District Executive, District Operations Manager, and Region President.
At least 6 months of customer service experience in a high-volume, fast-paced, and 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 desire to help others.
Ability to learn and apply sales techniques to recommend suitable products and services.
Experience cross-selling products and services.
Ability to work collaboratively in a team-oriented environment.
Strong verbal and written communication, consultative, and influencing skills.
Ability to present a credible, trustworthy, and professional image.
Proficiency with digital tools and technology for 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.
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 such as calls, transactions, account support, portfolio management, and partner referrals.
Build and maintain customer relationships, understand financial needs, and provide tailored solutions.
Collaborate with team members and partners to achieve branch goals and drive performance.
Deliver personalized, seamless, attentive customer service and foster customer loyalty by resolving 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.
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.
Comply with regulatory requirements and internal policies related to risk and fraud defense.
Support nearby branch locations when required by business necessity.