Consumer and Business Banking Senior Relationship Banker, Acton, MA
About The Position
The Senior Relationship Banker manages and enhances relationships with high-value consumer and small business clients, attracting and retaining clients while strengthening existing relationships. The role independently manages a client portfolio, identifies cross-sales opportunities through customer profiling, and recommends consumer and business banking products suited to clients’ needs and financial goals. The banker delivers personalized customer service through branch, phone, and digital interactions, helps clients use self-service options, resolves inquiries and issues, and collaborates with colleagues and product partners to deepen relationships and support branch performance. The role also requires compliance with regulatory requirements and internal risk and fraud policies. Responsibilities may include supporting nearby branches based on business need.
Requirements
- High school diploma or GED.
- One of the following experience paths: 5 or more years selling products or services in an incentive-based environment; 2 or more years in financial services with direct experience acquiring new client relationships and developing existing relationships; or at least 12 months of successful Santander experience related to Relationship Banker duties, with District Executive, District Operations Manager, and Region President endorsement of performance.
- At least 12 months of customer service experience in a high-volume, fast-paced, constantly changing environment.
- Motivation to help people achieve financial goals.
- Strong financial acumen and general knowledge of consumer and small business products and lending.
- Proven sales and cross-selling track record.
- Ability to manage a client portfolio effectively.
- Relationship-building skills and a customer-centric approach.
- Ability to work effectively with colleagues and business partners in a team environment.
- Critical-thinking and problem-solving skills to resolve customer issues.
- Excellent verbal and written communication, consultative, and influencing skills.
- Proficiency using the phone to engage customers.
- 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.
- 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 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.
- Preferred experience with Microsoft Office products.
Responsibilities
- Independently manage a portfolio of high-value consumer clients and small business customers.
- Deepen relationships with new and existing customers through early engagement calls and regular outreach.
- Explain Santander products and services and their benefits in relation to customer needs.
- Assess customer needs, identify opportunities, and recommend needs-based solutions to support financial goals.
- Introduce customers to key partners and collaborate with team members and partners to achieve branch goals.
- Participate in joint calls with product partners to generate and deepen business customer relationships.
- Deliver personalized, seamless, attentive customer service in the branch, over the phone, and through digital channels.
- Engage customers through digital platforms and educate them about self-service options.
- Use critical thinking and problem-resolution skills to address customer inquiries and challenges.
- Communicate clearly and effectively with customers across in-person, phone, and digital channels.
- Follow regulatory requirements and internal policies related to risk 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.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
