Sales and Service Banker, Old Bridge, East Brunswick, NJ

Banco Santander•Old Bridge, NJ

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 solutions across banking, lending, and investment products while delivering strong 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 branch colleagues and partners to meet sales targets and support the bank’s overall performance. The role includes meeting customers’ transactional, servicing, and product needs; developing banking relationships through branch activities, customer outreach, account support, portfolio management, and referrals; and delivering personalized, attentive service. It also involves processing deposits, withdrawals, and transfers; handling cash and balancing the cash drawer; supporting custodianship, audits, and other operations; and complying with regulatory requirements and internal risk and fraud policies. Duties may vary according to branch needs and may include supporting nearby branches. The position requires working branch hours, which may include weekends and evenings. Frequent minimal physical effort such as sitting, standing, and walking is required. Depending on the location, occasional moving and lifting of light equipment or furniture may be required.

Requirements

High school diploma, GED, or equivalent.
At least 12 months of experience selling products and/or services; alternatively, at least 6 months of retail banking sales, financial services sales, or consultative relationship sales experience in a related industry with proven success establishing new 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 endorsement from the 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 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’ financial needs, including 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 achieve branch goals and drive performance.
Deliver personalized, seamless, attentive customer service and foster loyalty by addressing concerns and resolving issues 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 management and fraud defense.
Support nearby branch locations when required by business needs.