Sales and Service Banker, Glen Forest, Methuen, MA

Santander•Methuen, MA

7d•$34,500 - $53,000

About The Position

The Sales and Service Banker serves as a trusted advisor, building strong customer relationships by understanding financial needs and goals and providing tailored banking, lending, and investment solutions. The role delivers attentive customer service, processes teller transactions, identifies opportunities to deepen relationships, resolves customer concerns, and helps customers use digital banking tools. It also supports branch sales goals while minimizing risk and defending against fraud. Responsibilities may vary with branch needs and may include supporting nearby branches when business necessity 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, 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, continually 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 suitable products and services.
Experience cross-selling products and services.
Ability to work collaboratively in a team-oriented environment.
Excellent verbal and written communication, consultative, and influencing skills.
Ability to maintain a credible, trustworthy, and professional image.
Proficiency using digital tools and technology to engage customers.
Ability to follow directions, policies, and procedures 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 can include weekends and evenings.
Applicants must be legally authorized to work in the United States full-time without employer sponsorship.

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.
Build and maintain customer relationships, understand financial needs, and provide tailored solutions.
Collaborate with team members and partners to meet branch goals and improve performance.
Deliver personalized, seamless, attentive customer service and foster loyalty by resolving concerns promptly.
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 for risk management and fraud defense.
Support nearby branch locations when required by business needs.