Work Café Relationship Manager, Williamsburg, Brooklyn, NY

Santander•New York, NY

2d•$38,250 - $61,000•Onsite

About The Position

The Sr. Specialist, Work Café Relationship Management serves as the primary resource for sales opportunities, new product account openings and referrals and is responsible for developing and maintaining business customer relationships. They will identify the short and long term financial needs of both consumer and business customers by utilizing a needs and consultative-based approach. As one of the primary customer-facing positions in the Work Cafe, takes personal responsibility for achieving the Work Café customer satisfaction expectations and building customer loyalty. Identifies the financial needs of the customer. Educates and engages customers in conversations regarding their current and future financial needs and turns servicing requests and routine transactions into sales opportunities. Develops and deepens customer relationships through outbound sales activities. Proactively promotes and cross-sells products and services based on customer need: effectively utilizing sales, customer profiling and customer service skills to make contributions toward individual and team goals. Leverages and promotes Work Cafés services including but not limited to co-working, meeting facilities and events. Promotes Work Café programming and events proactively in the community through direct B2B engagement, and uses those relationships to inform and develop future offerings in the space. Is a digital expert and proactively encourage customers to embrace digital transformation by explaining the benefits of using the available alternative channels. Ensures error free and accurate completion of all customer requests including: account openings, loan applications, servicing requests, and routine bank transactions. When needed, and as dictated by Work Café traffic, processes routine customer banking transactions. Follows compliance and security procedures.

Requirements

Associate’s Degree in a related field or equivalent demonstrated through a combination of work experience, training, military service, or education.
3+ Years Demonstrated success in outbound calling and prospecting.
2+ Years Financial Services Sales Position.
Effectively develops and deepens customer relationships to optimize business opportunities.
Ability to generate new business through prospecting and business development activities.
Strong knowledge of Consumer and Business Banking products and services.
Digital expert; the ability to promote digital engagement and proficiency with all customers and prospects.
Displays a credible, trustworthy and professional image at all times.
Ability to comply with policies and procedures.
Proactive self-starter with strong attention to detail and problem-solving abilities.
Excellent interpersonal skills, with the ability to consult with customers and address concerns.
Strong verbal and written communication skills.
Extensive knowledge in all facets of relationship management.
Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment.

Nice To Haves

2+ Years Business Banking Relationship Role.
Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.

Responsibilities

Serve as the primary resource for sales opportunities, new product account openings, and referrals.
Develop and maintain business customer relationships.
Identify short and long-term financial needs of consumer and business customers using a needs-based, consultative approach.
Achieve Work Café customer satisfaction expectations and build customer loyalty.
Educate and engage customers in conversations about their current and future financial needs.
Turn servicing requests and routine transactions into sales opportunities.
Develop and deepen customer relationships through outbound sales activities.
Proactively promote and cross-sell products and services based on customer needs.
Leverage and promote Work Café services, including co-working, meeting facilities, and events.
Promote Work Café programming and events proactively in the community through direct B2B engagement.
Act as a digital expert, encouraging customers to embrace digital transformation.
Ensure error-free and accurate completion of all customer requests, including account openings, loan applications, servicing requests, and routine bank transactions.
Process routine customer banking transactions when needed and dictated by Work Café traffic.
Follow compliance and security procedures.