Sr. Specialist, Relationship Banker Cedarbrook

Santander Bank • Wyncote, PA

408d

About The Position

The Sr. Specialist, Relationship Banker is responsible for managing client relationships, attracting and retaining new clients, and enhancing existing relationships. This role focuses on maximizing cross-sales opportunities through customer profiling and providing tailored financial solutions to meet clients' needs. The position involves engaging with customers, resolving issues, and contributing to sales targets while ensuring a consistent flow of new revenues to the company.

Requirements

• Bachelor's Degree or equivalent work experience in Business Management, Finance, or equivalent field.
• 3+ years of experience selling products and/or services in an incentive-based environment.
• 6 months of cash handling experience.

Nice To Haves

• Ability to build solid relationships with teammates and business partners.
• Skilled at assessing customer/client needs and providing applicable solutions.
• Excellent consultative skills and client prospecting abilities.
• Strong financial and business acumen.

Responsibilities

• Identify and pursue new sales prospects within existing or untapped markets.
• Gather market intelligence, generate leads, and develop proposals/campaigns to garner new business.
• Maximize cross-sales opportunities through customer profiling.
• Provide support to help clients coordinate solutions, manage accounts, and obtain advice.
• Ensure customer questions and issues are answered correctly and efficiently.
• Resolve and oversee customer issues surrounding consulting, information, and software services.
• Make presentations to potential clients and contribute to the achievement of sales targets.
• Engage customers in the lobby to assist, educate, and train on self-service technologies.
• Participate in weekly partnership meetings and joint calls with Branch partners.
• Source new customers through outbound calling, referrals, and lobby engagement.

Benefits

• Diversity and inclusion programs
• Equal opportunity employer policies

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree