Relationship Banker
Qualifications
Relationship Building and Customer Service skills
Experience in Financial Services and Finance
Knowledge of Loan products
Strong communication and interpersonal skills
Ability to work effectively in a team environment
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
Bachelor's Degree or equivalent work experience in Business Management, Finance, or equivalent field
Experience selling products and/or services in an incentive-based environment 3+ years (Required)
Ability to identify specific knowledge, skills, and abilities necessary for satisfactory execution of the position’s primary duties & responsibilities
Ability to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration in a virtual or face-to-face environment
Skilled at and/or aptitude for assessing customer/client needs, providing applicable solutions/recommendations, and building customer relationships based on mutual trust to optimize sales opportunities to new and existing customers/clients
Ability to service and transition to appropriate business partners for execution
Excellent consultative skills
Client prospecting and development, customer retention and needs analysis skills
Excellent verbal communication and influence skills
Ability to display a credible, trustworthy, and professional image at all times
Experience conducting consultative conversations in person and on the phone with proven close rates through a needs-based sales approach
Strong financial and business acumen
Working Conditions: Frequent Minimal physical effort such as sitting, standing and walking
Occasional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown
Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders
Benefits
For hourly positions (non-exempt), the annual range is based on a 40-hour work week
The exact compensation may vary based on skills, experience, training, licensure and certifications and location
Base Pay Range
$5+,000.00 USD
Responsibilities
The Relationship Banker will be responsible for building and maintaining strong relationships with clients, providing financial services, including loans, and delivering exceptional customer service on a daily basis
USA Job Function Description: Responsible for client relationships, including attracting and retaining new clients and strengthening current relationships
Activities include maximizing cross-sales opportunities through customer profiling with the ultimate goal of cultivating interest in other business banking products
Provides support to help clients coordinate solutions, manage accounts, obtain advice and administer services
Ensures customer questions and issues are answered correctly and efficiently by documenting and identifying trends in customer service needs
Resolves and oversees customer issues surrounding consulting, information, and software services, solutions and products
Makes presentations to potential clients and contributes to the achievement of sales targets
Engages customers in the lobby to assist, educate and train on how to conduct simple transactions through self-service technologies
Attends and actively participates in weekly partnership meetings and joint calls with Branch partners
Increases profitability by sourcing new customers, prospecting via outbound calling, receiving referrals from centers-of-influence, lobby engagement, and via branch partners
Uses Explore process to aquire and deepen existing relationships
Creates customized solutions for new and existing clients in order to help them achieve their financial goals
Ensures customers/clients are connected to the appropriate partner to help them achieve their financial goals, ensuring all sales, service and specialized needs are met, and helping to drive overall revenue growth
Proactively manages risk in every business, product and service transaction, leveraging available tools
Job description
Company Description
At Santander Bank, N.A., our mission is to help people and businesses prosper. We are recruiting individuals who are dedicated to helping others prosper every day. Joining Santander offers competitive compensation, market-leading benefits, and access to career development programs. As an Equal Opportunity Employer, we value diversity and offer a supportive environment where you can shape a bright future.
Role Description
This is a full-time on-site role for a Relationship Banker at Santander Bank, N.A. located in Randolph, MA. The Relationship Banker will be responsible for building and maintaining strong relationships with clients, providing financial services, including loans, and delivering exceptional customer service on a daily basis.
Qualifications
• Relationship Building and Customer Service skills
• Experience in Financial Services and Finance
• Knowledge of Loan products
• Strong communication and interpersonal skills
• Ability to work effectively in a team environment
USA Job Function Description: Responsible for client relationships, including attracting and retaining new clients and strengthening current relationships. Activities include maximizing cross-sales opportunities through customer profiling with the ultimate goal of cultivating interest in other business banking products. Provides support to help clients coordinate solutions, manage accounts, obtain advice and administer services. Ensures customer questions and issues are answered correctly and efficiently by documenting and identifying trends in customer service needs. Resolves and oversees customer issues surrounding consulting, information, and software services, solutions and products. Makes presentations to potential clients and contributes to the achievement of sales targets.
Essential Functions/Responsibilty Statements:
Engages customers in the lobby to assist, educate and train on how to conduct simple transactions through self-service technologies.
Attends and actively participates in weekly partnership meetings and joint calls with Branch partners.
Increases profitability by sourcing new customers, prospecting via outbound calling, receiving referrals from centers-of-influence, lobby engagement, and via branch partners. Uses Explore process to aquire and deepen existing relationships.
Creates customized solutions for new and existing clients in order to help them achieve their financial goals
Ensures customers/clients are connected to the appropriate partner to help them achieve their financial goals, ensuring all sales, service and specialized needs are met, and helping to drive overall revenue growth.
Proactively manages risk in every business, product and service transaction, leveraging available tools.
Qualifications:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education:
Bachelor's Degree or equivalent work experience in Business Management, Finance, or equivalent field. (Preferred)
Work Experience:
Experience selling products and/or services in an incentive-based environment 3+ years (Required)
Six months of cash handling experience 3+ years (Preferred)
Skills and Abilities:
Ability to identify specific knowledge, skills, and abilities necessary for satisfactory execution of the position’s primary duties & responsibilities
Ability to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration in a virtual or face-to-face environment
Skilled at and/or aptitude for assessing customer/client needs, providing applicable solutions/recommendations, and building customer relationships based on mutual trust to optimize sales opportunities to new and existing customers/clients
Ability to service and transition to appropriate business partners for execution
Excellent consultative skills
Client prospecting and development, customer retention and needs analysis skills
Excellent verbal communication and influence skills
Ability to display a credible, trustworthy, and professional image at all times
Experience conducting consultative conversations in person and on the phone with proven close rates through a needs-based sales approach
Strong financial and business acumen
Diversity & EEO Statements: At Santander, we value and respect differences in our workforce and strive to increase the diversity of our teams. We actively encourage everyone to apply.
Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, ****** orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions: Frequent Minimal physical effort such as sitting, standing and walking. Occasional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown. Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders.
Employer Rights: Employer Rights: This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate at any time for any reason.
The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.
Base Pay Range
Minimum:
$38,250.00 USD
Maximum:
$5+,000.00 USD