Relationship banker
Country: United States of America
Your Journey Starts Here Santander is a global leader and innovator in the financial services industry. We believe that our employees are our greatest asset. Our focus is on fostering an enriching journey that empowers you to explore diverse career opportunities while nurturing your personal growth. We are committed to creating an environment where continuous learning and development are prioritized, enabling you to thrive both professionally and personally. Here, you will find ample opportunities to connect and collaborate with talented colleagues from around the world, sharing insights and driving innovation together. Join us at Santander, where you are supported by a culture of engagement and a commitment to your success. An exciting journey awaits, if you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make As a Relationship Banker you serve as a trusted advisor to customers, focusing on building strong, long-lasting relationships by understanding their financial needs and goals. This role involves providing tailored solutions for banking, lending and investment products while delivering exceptional customer service. Relationship Bankers proactively engage with customers to identify opportunities for cross-selling services, resolving issues, and educating them on digital banking tools. You collaborate with other team members to drive branch sales targets and contribute to the overall success of the bank. Your primary goal is to enhance customer satisfaction and loyalty while supporting the bank’s growth objectives.- Achieve or exceed sales targets by actively promoting and effectively cross selling various banking products and services to existing and prospective customers.
- Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions.
- Proactively prospect for new clients through internal and outbound interactions such as: networking, referrals, lead calling, portfolio management and community engagement.
- Responsible for meeting the financial needs of the customer to include transactional, servicing, and product.
- Ensure an elevated customer experience, delivering personalized, seamless, and attentive service.
- Ensure an elevated customer experience, delivering personalized, seamless, and attentive service.
- Foster customer loyalty by addressing concerns and providing timely resolutions.
- Engage customers through digital platforms to enhance customer interactions and educate them on self-service options.
- Communicate clearly and effectively with customers in person, over the phone, or through digital channels.
- Ensure compliance with all regulatory requirements and internal policies related to risk and fraud defense.
- Collaborate with team members and partners to achieve branch goals and drive overall performance.
- Responsibilities may extend to supporting nearby branch locations based on business necessity.
- High school diploma, GED or equivalent education: : Business Management, Finance, or equivalent field - Required.
- Bachelor’s degree in related field: or equivalent demonstrated through a combination of work experience, training, military service, or education - Preferred.
- 3+ Years Experience selling products and/or services in an incentive-based environment - Required. (OR)
- 12+ Months Experience in Retail Banking sales, financial services sales or consultative relationship sales role in a related industry, with proven success in establishing new customers, deepening customer relationships and delivering results - Required. (OR)
- 12+ Months Demonstrated successful Santander experience related to the essential functions and responsibilities of the Relationship Banker role. District Executive, District Operations Manager and Region President endorsement of performance - Required. (AND)
- 12+ Months Customer service experience within a high volume, fast paced and constantly changing environment - Required.
- Established relationship-building skills with a focus on customer experience and loyalty.
- Excellent customer service skills and a passion for helping others.
- Proven track record in sales and cross-selling products and services.
- Ability to work collaboratively in a team-oriented environment.
- Excellent communication, consultative and influence skills both verbal and written.
- Ability to display a credible, trustworthy, and professional image at all times.
- Proficient in using digital tools and technology to enhance customer engagement.
- Ability to follow directions, policies, and procedures.
- Ability to identify and escalate concerns of risk to appropriate channels.
- 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.
- No Certifications listed for this job.
- Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
- Experience in Microsoft Office products.
Recommended Jobs
Records technician - office
The Monroe County Prothonotary's Office is now accepting applications from qualified individuals interested in joining our team as a Record Technician. This position provides general administrative…
Executive Chef
Job Description Job Description Position Overview: Our Executive Chefs are responsible for all back of house team members, operations, and food production. Our Executive Chefs develop and lead…
Assistant professor of marketing
Mercyhurst University invites applications for a full-time faculty position in Marketing within the Walker Business Department. We are a teaching-first institution committed to student-centered lea…
Oracle health senior consultant
Job Description As a Senior Consultant, you will consult with clients on service line workflow, and guide them through interdependencies and design decision impacts. You will provide solution o…
Office - academic advisor
Reference #: REQ_0000071152 APPLICATION INSTRUCTIONS: CURRENT PENN STATE EMPLOYEE (faculty, staff, technical service, or student), please login to Workday to complete the internal application proc…
Registered Nurse - Telemetry
State License BLS and ACLS Req. 2 years exp. rotating shifts, weekends and holidays
Civil Engineer - PE License
DIRECT HIRE: A fantastic opportunity a Civil Engineer to join a dynamic engineering company in Folsom, PA. This position is responsible for projects from small land development to municipal streets,…
Principal supply chain quality systems engineer
At Johnson & Johnson, we believe health is everything. Our strength in healthcare innovation empowers us to build a world where complex diseases are prevented, treated, and cured, where treatments ar…
Senior analyst
Our work matters. We help people get the medicine they need to feel better and live well. We do not lose sight of that. It fuels our passion and drives every decision we make. Job Posting Title…
Child Care Center Housekeeper, U-Gro Learning Centre of Elizabethtown
Join a strong community where all we do is care-for the children and families we serve every day, as well as for our dedicated team members. Our people are our best asset. We listen and we know what …