
Posted 5 hours ago
Relationship Banker
Santander
Requirements
High school diploma or GED, 3+ years sales experience in incentive-based environment OR 12+ months retail banking/financial services sales, 12+ months customer service experience in fast-paced environment, Proficiency in digital tools and Microsoft Office, Ability to work branch hours including weekends and evenings
Skills
BankingSalescustomer service
About the role
Responsibilities
- Serve as a trusted advisor to customers, providing tailored banking, lending, and investment solutions.
- Achieve or exceed sales targets by actively promoting and cross-selling various banking products and services.
- Proactively prospect for new clients through networking, referrals, lead calling, and community engagement.
- Deliver an elevated customer experience by providing personalized, seamless, and attentive service.
- Educate customers on digital banking tools and self-service options to enhance engagement.
- Ensure compliance with all regulatory requirements and internal policies related to risk and fraud defense.
- Collaborate with team members to achieve branch goals and drive overall performance.
Requirements
- High school diploma or GED.
- 3+ years of sales experience in an incentive-based environment OR 12+ months of retail banking/financial services sales experience.
- 12+ months of customer service experience in a high-volume, fast-paced environment.
- Proficiency in using digital tools and technology.
- Ability to work branch hours, which may include weekends and evenings.
- Strong communication, consultative, and influence skills.
Preferred Qualifications
- Bachelor’s Degree in a related field or equivalent work experience.
- Proficiency in Microsoft Office products.
About the Company
Santander is a global leader and innovator in the financial services industry, evolving into a technology-driven organization. We value bold thinking, innovation, and a customer-centric approach to help our clients reach their financial goals.
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Santander · Forest Hills
