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Relationship Banker
| Company | Santander |
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| Location | Brooklyn, NY, USA |
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| Salary | $38250 – $59000 |
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| Type | Full-Time |
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| Degrees | |
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| Experience Level | Mid Level |
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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.
- 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.
- 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.
- 12+ Months Customer service experience within a high volume, fast paced and constantly changing environment – Required.
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.
