Relationship Banker

Relationship Banker

Requirements

• High school diploma, GED or equivalent education: Business Management, Finance, or equivalent field. – Required.
• 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.

Responsibilities

• 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.
• 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.

Preferred Qualifications

• Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education.
• Preferred experience in Microsoft Office products.