Sales and Service Banker, Middleboro, MA

Santander•North Middleboro, MA
•$34,500 - $53,000

About The Position

The Sales and Service Banker serves as a trusted advisor to customers, building long-lasting relationships by understanding their financial needs and goals. The role provides tailored banking, lending, and investment solutions while delivering exceptional customer service, minimizing risk, and defending against fraud. Bankers proactively assist customers with financial needs, process teller transactions, identify cross-sell opportunities, resolve issues, and educate customers about digital banking tools. They collaborate with teammates to support branch sales targets and overall bank success. Responsibilities may vary according to branch needs and may include supporting nearby branches when business necessitates.

Requirements

  • High school diploma, GED, or equivalent.
  • At least 12 months of experience selling products and/or services, or at least 6 months in retail banking sales, financial services sales, or consultative relationship sales 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, with endorsement from a 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.
  • Established 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 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.
  • 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 through transactions, servicing, and products.
  • Identify opportunities to grow banking relationships through branch activities, including calls, transactions, account support, portfolio management, and partner referrals.
  • Develop and maintain client relationships to 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.
  • 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 and fraud defense.
  • Support nearby branch locations when required by business needs.
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