Santander
financial services
SalesandServiceBanker
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Sales and Service Banker at Santander. Skills: Sales, Customer Service, Relationship Building. serves as a trusted advisor to customers. building strong, long-lasting relationships by understanding their financial needs and goals”
What You'll Achieve.
meeting the financial needs of the customer; grow banking relationships; achieve branch goals; drive overall performance
Industry & Context.
Ability to work branch hours, which can include weekends and evenings, Frequent minimal physical effort such as sitting, standing and walking is required for this role., Depending on location, occasional moving and lifting light equipment and/or furniture may be required.
What They're Looking For.
Must Have
12+ Months Experience selling products and/or services, 6+ 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, 6+ Months Demonstrated successful Santander experience related to the essential functions and responsibilities of the Sales and Service Banker role. District Executive, District Operations Manager and Region President endorsement of performance, 6+ Months Customer service experience within a high volume, fast paced and constantly changing environment, 6+ Months Cash handling experience
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, Experience in Microsoft Office products
What You'll Do.
serves as a trusted advisor to customers
long-lasting relationships by understanding their financial needs and goals
providing tailored solutions for banking
and investment products
delivering exceptional customer service
minimizing risk and defending against fraud
proactively engage with customers assisting with various financial needs
processing teller transactions
identifying cross-sell opportunities
educating them on digital banking tools
meeting the financial needs of the customer to include transactional
Identify opportunities to grow banking relationships through branch activities
and partner referrals
Develop and maintain relationships with clients to understand their financial needs and provide tailored solutions
Ensure an elevated customer experience
delivering personalized
and attentive service
Foster customer loyalty by addressing concerns and providing timely resolutions
Engage customers with digital platforms to enhance customer interactions and educate them on self-service options
Perform teller transactions
while ensuring accuracy and efficiency
Handle cash and maintain accurate cash drawer balances
Assist with custodianship
and other operational tasks
Ensure compliance with all regulatory requirements and internal policies related to risk and fraud defense
How You'll Work.
Team & Collaboration
Collaborating with team members to drive branch sales targets and contribute to the overall success of the bank; 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
Sales and Service Banker, Wayne, PA 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:** The Sales and Service Banker serves as a trusted advisor to customers with a focus 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, minimizing risk and defending against fraud. Sales and Service Bankers proactively engage with customers assisting with various financial needs, processing teller transactions, identifying cross-sell opportunities, resolving issues, and educating them on digital banking tools. Collaborating with team members to drive branch sales targets and contribute to the overall success of the bank. * Responsible for meeting the financial needs of the customer to include transactional, servicing, and product. * Identify opportunities to grow banking relationships through branch activities, including calls, transactions, account support, portfolio management, and partner referrals. * Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions. * Collaborate with team members and partners to achieve branch goals and drive overall performance. * Ensure an elevated customer experience, delivering personalized, seamless, and attentive service. * Fost
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