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Consumer & Business Banking – Senior Relationship Banker
| Company | Santander |
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| Location | Falmouth, MA, USA |
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| Salary | $52500 – $87500 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Senior |
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Requirements
- Bachelor’s Degree: Business Management, Finance, or equivalent field Req
- 5+ Years Experience in a customer facing environment including a minimum of 2+ years in Financial Services with direct experience acquiring new client relationships and developing existing client relationships. Req
- Strong financial acumen; general knowledge of consumer and small business products, and small business lending
- Motivated to help people achieve financial goals
- Exceptional listening and communication skills in person and over the phone
- 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
- Demonstrated proficiency using the phone to engage with customers
- Basic computer skills
Responsibilities
- Put the customer at the center of everything you do, deepen relationships and make connections during every interaction.
- Engage customers through proactive, outbound calling for both service and relationship deepening opportunities.
- Assess customer needs by being genuinely curious, asking questions, and identifying opportunities to help achieve their financial goals today and in the future.
- Be the expert on Santander products and services and be able to articulate the benefits that will help customers based on their need.
- Independently manage a portfolio comprised of both High Value consumer clients and Small Business customers with annual revenue up to $3MM.
- Recommend the best needs based solution; deliver solutions directly as well as introduce key partners (i.e. Investment, Mortgage etc.) when appropriate.
- Participates in joint calling with Product partners to generate and deepen relationships with business customers.
- Build trust and deliver solutions by setting expectations and meeting commitments.
- Develop relationships with new and existing customers by maintaining contact through early engagement calls and regular outreach to portfolio customers.
- Deliver an outstanding customer experience in every interaction. Ensure timely follow up and escalate for resolution when appropriate.
- Ensure compliance with all bank policies, procedures and regulatory requirements.
Preferred Qualifications
No preferred qualifications provided.
