Sales and Service Banker, Glen Forest, Methuen, MA

Banco Santander • Methuen, MA

6d

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 banking, lending, and investment solutions while delivering attentive 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 position contributes to branch sales targets and overall bank performance by meeting customers’ transactional, servicing, and product needs. Responsibilities may vary with branch needs and may include supporting nearby branch locations when business necessity requires. The role requires working branch hours, which can include evenings and weekends.

Requirements

• High school diploma or GED required.
• 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 demonstrated success establishing customers, deepening relationships, and delivering results; or at least 6 months of successful Santander experience related to this 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, 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.
• Excellent verbal and written communication, consultative, and influencing skills.
• Ability to maintain a credible, trustworthy, and professional image.
• Proficiency with 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 evenings and weekends.
• 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.
• Identify opportunities to grow banking relationships through branch activities, including calls, transactions, account support, portfolio management, and partner referrals.
• Develop and maintain customer relationships to understand financial needs and provide tailored solutions.
• Collaborate with team members and partners to achieve branch goals and overall performance.
• Deliver personalized, seamless, attentive customer service and foster loyalty by addressing concerns and resolving them promptly.
• Engage customers with digital platforms, explain digital banking tools, 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.
• Follow regulatory requirements and internal policies related to risk management and fraud prevention.
• Support nearby branch locations when required by business necessity.
• Perform other duties as assigned by supervisors or managers.

Benefits

• The employer describes a competitive rewards package and benefits designed to support employees, their families, and their well-being, but does not specify individual benefits in the posting.

What This Job Offers

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