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Santander · 1 day ago

Relationship Banker, Financial District, Providence, RI

Providence

Full-time

Onsite

Mid Level

$38K/yr - $61K/yr

3+ years exp

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. As a Relationship Banker, you will serve as a trusted advisor to customers, focusing on building strong, long-lasting relationships by understanding their financial needs and goals.

BankingCommercial LendingFinanceFinancial ServicesPersonal Finance

Comp. & Benefits

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

Qualification

Sales experienceCustomer service experienceRelationship-building skillsDigital tools proficiencyCommunication skillsBasic math skillsMicrosoft Office experienceTeam collaborationProblem-solving skills

Required

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

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

Preferred

Bachelor's Degree: in related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Preferred

Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education

Experience in Microsoft Office products