Relationship Bankers serve as trusted advisors 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.
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
Meet 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
Requirements
High school diploma, GED - Required
Bachelor’s Degree in a related field or equivalent demonstrated through a combination of work experience, training, military service, or education - Preferred
3+ Years Experience selling products and/or services in an incentive-based environment - Required
OR 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
OR 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
AND 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
Millions of jobs, with real people getting hired every day
200,000+
New jobs added daily
7,000,000+
Verified job listings
1,000,000+
Tailored applications submitted
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 to commence employment
Nice to have:
Established work history or equivalent demonstrated through a combination of work experience, training, military service, or education
Preferred experience in Microsoft Office products
Benefits
Fair and competitive rewards package that reflects the impact you create and the value you deliver
Benefits designed to support you, your family and your well-being, now and into the future
Important Details
Physical effort: Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.
About the Company
Santander is a global leader and innovator in the financial services industry, evolving into a technology-driven organization. Its 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.
Banco Santander (SAN SM, STD US, BNC LN) is a leading commercial bank founded in 1857 with headquarters in Spain.
