Work Cafe Relationship Manager, Brooklyn, NY

Banco Santander • Brooklyn, NY

4d • $38,250 - $61,000

About The Position

Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what’s possible. This is more than a strategic shift. It’s a chance for driven professionals to grow, learn, and make a real difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: 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 or equivalent work experience: Business, Finance or equivalent field - Required.
• 3+ Years Demonstrated success in outbound Calling and prospecting - Required.
• 2+ Years Financial Services Sales Position - Required.
• 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.

Nice To Haves

• 2+ Years Business Banking Relationship Role - Preferred.
• Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
• Experience in Microsoft Office products.

Responsibilities

• Serves as the primary resource for sales opportunities, new product account openings and referrals
• Responsible for developing and maintaining business customer relationships
• Identify the short and long term financial needs of both consumer and business customers by utilizing a needs and consultative-based approach
• 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
• 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
• 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
• Processes routine customer banking transactions when needed
• Follows compliance and security procedures

Benefits

• You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver.
• Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree