Sales and Service Banker, Glen Forest, Methuen, MA

Banco Santander • Methuen, MA

9d • Onsite

About The Position

The Sales and Service Banker serves as a trusted advisor to customers, building long-term relationships by understanding their financial needs and goals. The role provides tailored solutions for banking, lending, and investment products while delivering exceptional service, minimizing 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 on digital banking tools. The role also collaborates with team members to achieve branch sales targets and contribute to the bank’s overall success.

The position supports transactional, servicing, and product needs; grows banking relationships through branch activities, customer calls, transactions, account support, portfolio management, and partner referrals; and provides personalized, timely service. The banker handles cash and teller transactions, supports operational activities such as custodianship and audits, and complies with regulatory requirements and internal policies. Time spent on core responsibilities may vary with branch needs, and the role may support nearby branches based on business necessity.

Requirements

• High school diploma or GED required.
• 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 proven success establishing customers, deepening relationships, and delivering results; or at least 6 months of successful Santander experience related to the role, 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 suited to 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 present 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 can include weekends and evenings.
• Must be legally authorized to work in the United States on a full-time basis 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.
• 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 customer service and resolve concerns in a timely manner.
• 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 business needs require.

Benefits

• The company 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