Santander USA
Relationship Banker, Back Bay, Bostom, MA
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More information about this job

Boston, MA
Employment type
Job description

As a member of Santander’sretail banking division you’ll help serve Santander’s retail and small businesscustomers as part of one of the top banks in the United States based ondeposits.  With principal presence in the northeast U.S., Santander’sretail division offers consumer and lending products to help our customersreach their financial goals.  Santander currently serves nearly 2 millionretail customers and 5.2% of the 2.7 million small businesses in the USfootprint have a transactional account with Santander Bank.

The Relationship Banker plays a key role within our Retail division and isresponsible for delivering personalized financial strategies to clientelethrough banking and borrowing needs, as well as investment services. Theprimary objective of this trusted advisor is to grow client assets, retain andacquire new clients. This role will require a holistic delivery of outstandingservice and sales solutions to meet client’s financial needs and goals.

  • Attends and actively participates in weeklypartnership meetings and joint calls with Branch partners.
  • Creates customized solutions for new and existingclients in order to help them achieve their financial goals
  • Engages customers in the lobby to assist, educateand train on how to conduct simple transactions through self-servicetechnologies
  • Ensures customers/clients are connected to theappropriate partner to help them achieve their financial goals, ensuring allsales, service and specialized needs are met, and helping to drive overallrevenue growth.
  • Increases profitability by sourcing new customers,prospecting via outbound calling, receiving referrals fromcenters-of-influence, lobby engagement, and via branch partners.
  • Uses Explore process to acquire and deepenexisting relationships.
  • Proactively manages risk in every business,product and service transaction, leveraging available tools

  • Bachelor's Degree; in business management,finance, or equivalent field or equivalent work experience
  • 3-5 years; Experience selling products and/orservices in an incentive based environment
  • Six months of cash handling experience.
  • Series 6, 63, and Life and Health obtained withinfirst 10 weeks of hire
  • Ability to build solid relationships withteammates, business partners and specialists by fostering teamwork, partnershipand collaboration in a virtual or face-to-face environment
  • Ability to display a credible, trustworthy, andprofessional image at all times
  • Ability to engage customers for long periods oftime,
  • Ability to identify specific knowledge, skills,and abilities necessary for satisfactory execution of the positions primaryduties & responsibilities
  • Ability to learn and understand technology toassist customers with self-service needs,
  • Ability to service and transition to appropriatebusiness partners for execution
  • Ability to understand and implement processand/or regulatory requirements during all interactions with customers(examples: Anti-Money Laundering, appropriate disclosures.),
  • Actively use and leverage current technologies tobetter understand the technology solutions available to improve our customersfinancial lives
  • Client prospecting and development, customerretention and needs analysis skills,
  • Demonstrated successful sales experience in asalary plus incentive environment with individual sales goals,
  • Excellent consultative skills,
  • Excellent verbal communication and influenceskills,
  • Experience conducting consultative conversationsin person and on the phone with proven close rates through a needs-based salesapproach,
  • Skilled at and/or aptitude for assessing customer/clientneeds, providing applicable solutions/recommendations, and building customerrelationships based on mutual trust to optimize sales opportunities to new andexisting customers/clients,
  • Strong financial and business acumen.
  • Strong organizational and time management skills,
  • Thrive on engaging with customers; can begin aconversation, handle objections, demonstrate patience to teach and so forth
  • Minimal physical effort such as sitting,standing, and walking.
  • Adapts quickly to change and makes suggestionsfor increasing the effectiveness of change Appropriately shifts attention andrefocuses on new goals as a result of changes in priorities or competing workdemands, addresses customers’ requests, ensures concerns are recordedaccurately and action is initiated appropriately
  • Makes extra effort to satisfy customers’ needsand meet commitments, assesses problem situations and initiates effectiveinterventions that result in customer satisfaction
  • Takes time to develop and maintain relationshipswith customers,
  • Communicates the importance and benefits of riskmanagement to counterparts
  • Displays natural skepticism and curiosity toquestion the status quo and uncover issues
  • Adheres to a good root cause analysis process,
  • Knows who to reach out to inside and outside ofones team to get work done
  • Takes action to enhance working relationshipsneeded to achieve seamless work flow,
  • Organizes and prioritizes workload and tasks foroneself and team members
  • Actively plans ahead for routine and cyclicalwork,
  • Probes in-depth to understand the customers’business needs
  • Explores and understands the customer'salternatives and decision criteria,
  • Understands rationale for change and adjustsschedules and tasks to make things work
  • Anticipates and plans for changes in work schedulesand assignments,
  • Understands the relevant products and servicesand the markets in which they are sold and their risk return to theorganization
  • Can identify and speak to major operationalissues across the organization

Employees desiring consideration should complete an onlineapplication, utilizing the appropriate process as subscribed by the postingentity. Employees should provide all pertinent information to support theircandidacy. To be considered eligible for internal posting, Santander employeesmust meet all eligibility requirements.

  • Meet the qualifications posted for the positions they are applying for 
  • Apply online through the Company’s internal careers site for job posting
  • Complete12 months of continuous service within your current position and be in goodstanding (rating 3 or better, not been placed on a performance improvementplan) 

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AtSantander, we value and respect differences in our workforce and strive toincrease the diversity of our teams.  We actively encourage everyone toapply.

Requisition ID
About Santander USA
At Santander Bank, we want you to prosper. That’s why we treat you and your money with respect. Respect is shown in everything we do. From how we talk and listen, to how we act. Because it’s the little things that add up to bigger ones. Respect adds up.
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Relationship Banker, Back Bay, Bostom, MA

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