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About the Role

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. This role involves providing tailored solutions for banking, lending, and investment products while delivering exceptional customer service. You will proactively engage with customers to identify opportunities for cross-selling services, resolving issues, and educating them on digital banking tools. Collaborate with team members to drive branch sales targets and contribute to the bank's overall success, with the primary goal of enhancing customer satisfaction and loyalty while supporting growth objectives.

Responsibilities

Achieve or exceed sales targets by actively promoting and effectively cross-selling various banking products and services.
Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions.
Prospect for new clients through internal and outbound interactions such as networking, referrals, lead calling, portfolio management, and community engagement.
Meet the financial needs of the customer, including transactional, servicing, and product-related requirements.
Ensure an elevated customer experience through personalized, seamless, and attentive service.
Foster customer loyalty by addressing concerns and providing timely resolutions.
Engage customers through digital platforms to enhance 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.
Support nearby branch locations based on business necessity.

Requirements

High school diploma, GED, or equivalent work experience required.
3+ Years of experience selling products and/or services in an incentive-based environment required.
12+ Months of experience in Retail Banking sales, financial services sales, or consultative relationship sales in a related industry, with proven success in establishing new customers, deepening customer relationships, and delivering results required.
12+ Months of demonstrated successful Santander experience related to the essential functions and responsibilities of the Relationship Banker role, with endorsement from District Executive, District Operations Manager, and Region President required.
12+ Months of 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.
Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship.
Frequent minimal physical effort such as sitting, standing, and walking is required.
Occasional moving and lifting of light equipment and/or furniture may be required depending on location.

Skills

Relationship building
Customer experience
Customer loyalty
Sales
Cross-selling
Teamwork
Communication
Consultative skills
Influence skills
Digital tools proficiency
Risk identification
Time management
Computer proficiency
Basic math skills

Location

Tottenville, Staten Island, NY
United States of America

Work Type

Full-time

Experience Level

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
12+ Months demonstrated successful Santander experience
12+ Months customer service experience

Education Level

High school diploma, GED, or equivalent work experience
Bachelor's Degree in a related field or equivalent (preferred)

Salary/Compensations

Minimum: $38,250.00 USD
Maximum: $61,000.00 USD

Benefits

Competitive rewards package
Benefits designed to support you, your family, and your well-being

About the Company

Santander is a global leader and innovator in the financial services industry, evolving into a technology-driven organization.
Our people are at the heart of this journey, driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what’s possible.
Our work touches 140 million lives every day through continuous innovation, shared experiences, questioning processes, and adapting to new challenges.
We are reinventing ourselves for the digital age, where even the smallest action can have a massive impact.

Equal Opportunity

Santander values and respects differences in our workforce and actively encourages everyone to apply.
Santander is an equal opportunity employer.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.