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About the Role

As a Senior Relationship Banker, you will manage and enhance client relationships, focusing on attracting and retaining new clients while strengthening existing ones. You will directly manage and grow a client portfolio of high value consumer and small business clients, maximizing cross-sales opportunities and delivering an exceptional customer experience.

Responsibilities

• Independently manage a portfolio comprised of both high value consumer clients and small business customers.
• Proactively deepen relationships with new and existing customers by maintaining contact through early engagement calls and regular outreach to portfolio customers.
• Be the expert on Santander products and services and articulate their benefits based on customer needs.
• Assess customer needs by being genuinely curious, asking questions, and identifying opportunities to help achieve their financial goals.
• Recommend and deliver needs-based solutions while also identifying and introducing key partners as appropriate.
• Collaborate with team members and partners to achieve branch goals and drive overall performance.
• Participate in joint calling with Product partners to generate and deepen relationships with business customers.
• Ensure an elevated customer experience, delivering personalized, seamless, and attentive service.
• Engage customers through digital platforms to enhance customer interactions and educate them on self-service options.
• Employ critical thinking and problem resolution skills to address client inquiries and challenges effectively.
• 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.
• Support nearby branch locations based on business necessity.

Requirements

• High school diploma or GED required.
• Bachelor’s Degree in a related field or equivalent demonstrated through a combination of work experience, training, military service, or education preferred.
• 5+ Years Experience selling products and/or services in an incentive-based environment required.
• 2+ Years in Financial Services with direct experience acquiring new client relationships and developing existing client relationships required.
• 12+ Months Demonstrated successful Santander experience related to the essential functions and responsibilities of the Relationship Banker role, with 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.
• Motivated to help people achieve financial goals.
• Strong financial acumen with a general knowledge of consumer and small business products, and lending.
• Proven track record in sales and cross-selling products and services.
• Proven ability to manage a portfolio of clients effectively.
• Proven relationship-building skills and a customer-centric approach.
• Ability to work effectively in a team environment, building strong relationships with colleagues and business partners.
• Ability to use critical thinking to solve problems and provide solutions to customer issues.
• Excellent communication, consultative and influence skills both verbal and written.
• Demonstrated proficiency using the phone to engage with customers.
• 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.
• Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education preferred.
• Preferred experience in Microsoft Office products.
• Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment.

Skills

• Sales
• Cross-selling
• Relationship building
• Customer service
• Financial acumen
• Problem-solving
• Communication
• Consultative skills
• Influence skills
• Digital tools proficiency
• Risk management

Location

• Flagship Manhattan, NY
• United States of America

Work Type

• Full-time

Experience Level

• Senior

Education Level

• High school diploma or GED
• Bachelor’s Degree preferred

Salary/Compensations

• $54,375.00 USD - $90,000.00 USD

Benefits

• Fair and 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.
• We are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what’s possible.

Equal Opportunity

• 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.