Santander · 10 hours ago
Work Cafe Relationship Manager, Brooklyn, NY
Santander is a global leader and innovator in the financial services industry, evolving into a technology-driven organization. The Sr. Specialist, Work Café Relationship Management serves as the primary resource for sales opportunities, developing and maintaining business customer relationships while identifying their financial needs through a consultative approach.
BankingCommercial LendingFinanceFinancial ServicesPersonal Finance
Responsibilities
As one of the primary customer-facing positions in the Work Cafe, takes personal responsibility for achieving the Work Café customer satisfaction expectations and building customer loyalty
Identifies the financial needs of the customer. Educates and engages customers in conversations regarding their current and future financial needs and turns servicing requests and routine transactions into sales opportunities
Develops and deepens customer relationships through outbound sales activities
Proactively promotes and cross-sells products and services based on customer need: effectively utilizing sales, customer profiling and customer service skills to make contributions toward individual and team goals
Leverages and promotes Work Cafés services including but not limited to co-working, meeting facilities and events
Promotes Work Café programming and events proactively in the community through direct B2B engagement, and uses those relationships to inform and develop future offerings in the space
Is a digital expert and proactively encourage customers to embrace digital transformation by explaining the benefits of using the available alternative channels
Ensures error free and accurate completion of all customer requests including: account openings, loan applications, servicing requests, and routine bank transactions
When needed, and as dictated by Work Café traffic, processes routine customer banking transactions
Follows compliance and security procedures
Qualification
Required
Associate's Degree or equivalent work experience: Business, Finance or equivalent field
3+ Years Demonstrated success in outbound Calling and prospecting
2+ Years Financial Services Sales Position
Effectively develops and deepens customer relationships to optimize business opportunities
Ability to generate new business through prospecting and business development activities
Strong knowledge of Consumer and Business Banking products and services
Digital expert; the ability to promote digital engagement and proficiency with all customers and prospects
Displays a credible, trustworthy and professional image at all times
Ability to comply with policies and procedures
Proactive self-starter with strong attention to detail and problem solving abilities
Excellent interpersonal skills, with the ability to consult with customers and address concerns
Strong verbal and written communication skills
Extensive knowledge in all facets of relationship management
Preferred
2+ Years Business Banking Relationship Role
Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education
Experience in Microsoft Office products
Benefits
Fair and competitive rewards package
Support you, your family and your well-being
Company
Santander
Banco Santander is a banking firm that specializes in various banking services including retail, commercial, digital, & investment banking.
Funding
Current Stage
Public CompanyTotal Funding
unknown2013-05-30Post Ipo Equity
1987-08-07IPO
Recent News
Morningstar.com
2026-02-03
2026-02-03
Company data provided by crunchbase