Work Café Relationship Manager, Williamsburg, Brooklyn, NY

Banco Santander•Brooklyn, NY

About The Position

The Sr. Specialist, Work Café Relationship Management serves as a primary resource for sales opportunities, new product account openings, and referrals, and develops and maintains business customer relationships. The role identifies the short- and long-term financial needs of consumer and business customers through a consultative approach. As a customer-facing position in the Work Café, the Relationship Manager is accountable for customer satisfaction and loyalty. The position develops customer relationships and business through outbound sales, prospecting, cross-selling, and community engagement. It also promotes Work Café services, including co-working, meeting facilities, and events, and encourages customers to use digital banking channels. The Relationship Manager ensures accurate completion of account openings, loan applications, service requests, and routine transactions; processes routine banking transactions when needed; and follows compliance and security procedures.

Requirements

Associate’s degree in a related field, or equivalent demonstrated through work experience, training, military service, or education.
At least 3 years of demonstrated success in outbound calling and prospecting.
At least 2 years of experience in a financial services sales position.
Ability to develop and deepen 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.
Ability to promote digital engagement and proficiency with customers and prospects.
Credible, trustworthy, and professional demeanor.
Ability to comply with policies and procedures.
Proactive self-starter with strong attention to detail and problem-solving abilities.
Excellent interpersonal skills, including the ability to consult with customers and address concerns.
Strong verbal and written communication skills.
Extensive knowledge of relationship management.
Must be legally authorized to work in the United States on a full-time basis without employer sponsorship to commence employment.

Nice To Haves

At least 2 years of experience in a business banking relationship role.
Established work history or equivalent demonstrated through work experience, training, military service, or education.

Responsibilities

Identify the short- and long-term financial needs of consumer and business customers using a consultative approach.
Develop and maintain business customer relationships and pursue sales opportunities, new product account openings, and referrals.
Build customer satisfaction and loyalty as a primary customer-facing Work Café representative.
Educate customers about their financial needs and turn service requests and routine transactions into sales opportunities.
Develop and deepen customer relationships through outbound sales, prospecting, and business development activities.
Promote and cross-sell products and services based on customer needs while contributing to individual and team goals.
Promote Work Café services, including co-working, meeting facilities, and events.
Promote Work Café programming and events in the community through direct B2B engagement, and use those relationships to inform future offerings.
Encourage customers to adopt digital channels by explaining their benefits.
Accurately complete customer requests, including account openings, loan applications, servicing requests, and routine bank transactions.
Process routine customer banking transactions when needed based on Work Café traffic.
Follow compliance and security procedures.