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About the Role

The Sales and Service Banker serves as a trusted advisor to customers, focusing on building strong 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, minimizing risk, and defending against fraud. Bankers proactively engage with customers, assist with financial needs, process teller transactions, identify cross-sell opportunities, resolve issues, and educate them on digital banking tools. Collaboration with team members is key to driving branch sales targets and contributing to the bank's overall success.

Responsibilities

Serve as a trusted advisor to customers, understanding their financial needs and goals.
Provide tailored solutions for banking, lending, and investment products.
Deliver exceptional customer service, minimize risk, and defend against fraud.
Proactively engage with customers, assist with financial needs, and process teller transactions.
Identify cross-sell opportunities and resolve customer issues.
Educate customers on digital banking tools.
Collaborate with team members to drive branch sales targets.
Meet the financial needs of the customer, including transactional, servicing, and product-related needs.
Identify opportunities to grow banking relationships through branch activities.
Develop and maintain strong relationships with clients.
Ensure an elevated customer experience.
Foster customer loyalty by addressing concerns and providing timely resolutions.
Engage customers with digital platforms.
Communicate clearly and effectively with customers.
Perform teller transactions accurately and efficiently.
Handle cash and maintain accurate cash drawer balances.
Assist with custodianship, audits, and other operational tasks.
Ensure compliance with all regulatory requirements and internal policies.
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.
12+ Months Experience selling products and/or services required.
6+ 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.
6+ Months Demonstrated successful Santander experience related to the essential functions and responsibilities of the Sales and Service Banker role, with District Executive, District Operations Manager and Region President endorsement of performance required.
6+ Months Customer service experience within a high volume, fast paced and constantly changing environment required.
6+ Months Cash handling experience required.
Established relationship-building skills with a focus on customer experience and loyalty.
Excellent customer service skills and a passion for helping others.
Ability to learn and apply sales techniques to recommend products and services.
Experience in 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.
Ability to follow directions, policies, and procedures.
Ability to identify and escalate concerns of risk to appropriate channels.
Understands the necessity and value of accuracy and attention to detail.
Ability to work in a fast-paced environment and manage multiple priorities.
Computer proficiency and basic math skills.
Ability to work branch hours, including weekends and evenings.
Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education preferred.
Experience in Microsoft Office products preferred.
Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship.

Skills

Sales
Customer Service
Relationship Building
Cross-selling
Communication
Consultative Skills
Influence Skills
Digital Tools Proficiency
Risk Management
Attention to Detail
Teamwork
Microsoft Office

Location

Flagship Manhattan, NY
United States of America

Work Type

Full-time

Experience Level

6+ Months Experience
12+ Months Experience

Education Level

High school diploma or GED
Bachelor’s Degree preferred

Salary/Compensations

$34,500.00 USD - $53,000.00 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.
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.

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.