Santander
financial services
RelationshipBanker
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Relationship Banker at Santander. Skills: Relationship Management, Sales, Customer Service, Cross-selling. Serve as a trusted advisor to customers. Build strong, long-lasting relationships”
What You'll Achieve.
Enhance customer satisfaction and loyalty; Support the bank’s growth objectives; Achieve or exceed sales targets; Drive branch sales targets; Drive overall performance
Industry & Context.
Resolving issues; Ability to identify and escalate concerns of risk to appropriate channels
Frequent minimal physical effort such as sitting, standing and walking is required, Depending on location, occasional moving and lifting light equipment and/or furniture may be required, Ability to work branch hours, which can include weekends and evenings
What They're Looking For.
Must Have
3+ Years Experience selling products and/or services in an incentive-based environment, 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, 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, 12+ Months Customer service experience within a high volume, fast paced and constantly changing environment, 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
Nice to Have
Bachelor’s Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education, Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education, Preferred experience in Microsoft Office products
What You'll Do.
Serve as a trusted advisor to customers
long-lasting relationships
Understand customer financial needs and goals
Provide tailored solutions for banking
lending and investment products
Deliver exceptional customer service
Proactively engage with customers to identify opportunities for cross-selling services
Resolve customer issues
Educate customers on digital banking tools
Achieve or exceed sales targets
Prospect for new clients
Meet the financial needs of the customer to include transactional
Ensure an elevated customer experience
Foster customer loyalty
Engage customers through digital platforms
Communicate clearly and effectively with customers
Ensure compliance with all regulatory requirements and internal policies
Support nearby branch locations based on business necessity
How You'll Work.
Team & Collaboration
Collaborate with other team members to drive branch sales targets; Collaborate with team members and partners to achieve branch goals and drive overall performance
Communication Scope
Excellent communication, consultative and influence skills both verbal and written; Communicate clearly and effectively with customers in person, over the phone, or through digital channels
Full Job Description
Relationship Banker, Rahway Ave, Woodbridge, NJ Country: United States of America **It Starts Here:** 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:** 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
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