Sales and Service Banker, Montague St, Brooklyn, NY

Banco Santander • Brooklyn, NY

4d

About The Position

The Sales and Service Banker serves as a trusted advisor to customers, building strong relationships by understanding their financial needs and goals. The role provides tailored solutions for banking, lending, and investment products while delivering exceptional customer service, minimizing risk, and defending against fraud. The banker proactively assists customers with financial needs, processes teller transactions, identifies cross-sell opportunities, resolves issues, and educates customers about digital banking tools. The role also collaborates with colleagues to meet branch sales targets and contribute to the bank’s overall success.

Responsibilities may vary according to branch needs and may include supporting nearby branch locations based on business necessity. The position requires working branch hours, which can include weekends and evenings. Frequent minimal physical effort, including sitting, standing, and walking, is required; occasional moving and lifting of light equipment or furniture may be needed depending on location.

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 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 appropriate 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 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 and 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 can include weekends and evenings.
• Legally authorized to work in the United States full-time 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 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 achieve branch goals and drive performance.
• Deliver personalized, seamless, and attentive service and foster customer loyalty by addressing concerns and resolving them promptly.
• Engage customers with digital platforms and educate them on 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 necessity.

Benefits

• Competitive rewards package.
• Benefits designed to support employees, their families, and well-being.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED